ASAN FOR CANADIAN MORTGAGE BROKERS

Your next funded deal is already in your pipeline. Does your CRM know which one?

Find the lead. Win the conversation. Move the file. Keep the client. Cori connects the signals across your business and shows your team what needs attention next.

See Asan on a live file →See the walkthrough ↓
★★★★★4.8/5 on G2 · View Asan reviews
● ● ●Asan / Mortgage workspaceDEMO FILE
LIVE DEAL · 4 OF 5Priya RamanConditional approval · Scotiabank
Combined mortgage$938,000
Cori found what needs attention

Rate hold expires in 6 days. The commitment letter is still outstanding.

17 daysin conditional approval
7 daysworking-day limit
LEAD PIPELINE29 warm leadsKnow who to call next
BUSINESS VIEW$26,599Known expected commissions
View the original product captures
Original mortgage file captureOriginal Cori file alerts captureOriginal business view capture

Illustration composed from the actual demonstration brokerage data.

FIND THE LEAD→WIN THE CONVERSATION→MOVE THE FILE→KEEP THE CLIENT→KNOW THE BUSINESS
AYA Financial
★★★★★
“Love this CRM. Other CRMs provide a fancy data centre. Cori is the game changer.”Rehan · Broker of Record · Aya Financial
SEE THE PRODUCT, NOT A SLIDE DECK

One broker. One lead. One file. One clear next move.

Fifty-one seconds on a real file: what is moving, the deal itself, whether the borrower carries it, who is on it, and the next follow-up.

Fifty-one seconds. It starts on its own with the sound off — turn it on to hear the walkthrough. Nothing downloads until you scroll this far.

BUILT IN
Calls SMS Email

Dialled, texted and emailed from the file itself. Recorded, transcribed and on the record.

CONNECTS TO
Finmo by LendeskFinmoOrigination · self-serve today Microsoft OutlookOutlookCalendar, two-way Google CalendarGoogleCalendar and contacts MetaMetaLead forms WhatsAppWhatsAppOpens a written message to send WebhooksIn and out

Velocity, Filogix, BOSS and Scarlett are in progress — ask where each one stands before you decide.

01 / GROW THE PIPELINE

A lead should not wait in a form while you are on a call.

From a broker website or campaign to qualification, assignment and first contact, keep the source and conversation together. When you call, Cori has the context.

✓Website and lead capture, Meta forms, booking and lead management
✓Power dialer, call recording, SMS inbox and email from the client record
✓Marketing audiences, follow-up sequences and lead scoring
Explore the growth tools →
Asan · Lead Management
DEMONSTRATION BROKERAGE

Which leads need a conversation?

11,063 total leads
0Hot
29Warm
2,672Cold
297Nurture
Start with the 29 warm leads.Filter by source, status, stage or team member, then call, text or email from the record.
View the original product captureOriginal lead management capture
Asan · Priya Raman
MORTGAGE + HELOC · SCOTIABANK

Priya Raman

Conditional Approval · Live Deal, 4 of 5
$938,000combined
✦
Rate hold · 6 days left

The rate hold with Scotiabank runs out on 30 September. Have you already extended it?

✦
Conditional Approval · 17 days open

Seven days allowed. The commitment letter is still outstanding. Have you chased this?

View the original product captureOriginal rate hold and stage alerts on Priya's file
02 / MEET THE INTELLIGENT ASSISTANT

Cori sees the date you cannot afford to miss.

Priya’s rate hold runs out in six days. Her conditional approval has sat open for 17 days against a seven-day allowance. Cori surfaces both on the file and asks whether you have handled them.

✓See the rate hold and overdue stage in the context of the live file
✓Ask Cori what is blocking the deal and what changed
✓Read documents or speak a note, then review any proposed file update
ASK CORI INSIDE THE FILE

Ask the file. Get an answer you can check.

“What is holding up Priya's file?”
“Did the new pay stub change qualification?”
“Who has the last condition?”

Cori reads the source, shows the calculation and asks before changing the record.

03 / KEEP THE DEAL FLOWING

One missing condition should not stall a week of work.

Give the borrower a simple upload link. See what was requested, opened, uploaded and replaced. Bring your coordinator or manager into the file conversation, give the next step an owner, and move it forward.

✓Documents, versions, borrower requests and built-in signing
✓Canadian stages, working-day limits, rate holds and condition triggers
✓File and commission permissions suited to a brokerage team
Asan · Documents on Priya's file
THE BORROWER LINK

Four items still need attention.

Opened 20 times · last opened 4 minutes ago

5 documents
Lender’s commitment letterNot requested
Needs action
Recent pay stubsReceived · v1 paystub.pdf
Review
Notice of AssessmentAccepted
Done
Letter of employmentRequested
Waiting
Photo IDReceived · v1 photo-id.png
Review
View the original product capturesOriginal document status captureOriginal borrower portal capture
EVERYONE ON ONE FILE
ASAN · PEOPLE ON THIS FILEPriya Raman
No team member assigned yetThe product capture says: “Work with no name on it is work nobody does.”
PR
Priya RamanPrimary borrower
Call · Message · Email
MB
Marc BélangerUnderwriter · Scotiabank
Call · Message
Make the next owner visible.Assign the file, then keep the handoff and discussion where the team can find them.
View the original product captureOriginal People tab showing no team member assigned and borrower and underwriter contacts

Real file contacts and an unassigned work warning, shown at a readable size

04 / KEEP EVERYONE ON THE FILE

The conversation belongs on the deal.

Bring the broker, coordinator and underwriter into one file conversation. Documents, voice notes, decisions and next steps stay with the deal when somebody else takes over.

✓Discuss a file with the people responsible for moving it
✓Attach photos, PDFs and voice notes to the record
✓Mention a colleague or ask Cori for a file-based answer
Asan · Mortgage Numbers
COMMISSION VIEW · DEMO DATA

Know what is expected—and what is unknown.

Export
KNOWN EXPECTED$26,599Across three files with rates
NEEDS A RATE3 filesUnknown, never $0
Sofia MarchettiMCAP · $720,000 lent$7,200100 bps
Priya RamanScotiabank · $938,000 lent$7,61990 bps
Daniel OkaforTD Canada Trust · $1,240,000 lent$11,78095 bps
Where work is piling up
Documents · 2 files12 days avg · 2 overdue
Live Deal · 2 files14 days avg · 2 overdue
Closing · 1 file1 day avg
View the original product capturesOriginal commission reportOriginal file phase report
05 / RUN THE BUSINESS

Know what is funding. Know what is stuck. Know what you are owed.

See expected commission by file, flag lenders with missing rates, and spot stages where work is piling up. Three unknown amounts stay unknown; they never quietly become zero in the total.

✓Recorded, funded but unrecorded, expected and unknown commission
✓Agent production, referral volume and upcoming renewal book
✓Export every report to Excel
A LOT UNDER THE HOOD. ONE CONNECTED WORKDAY.

The capabilities at your fingertips.

A broker should see the outcome first. Explore the tools when you want the detail.

↗

Grow

Website and lead capture · Lead sourcing where available · Meta forms · Qualification · Scheduler · Campaigns and audiences

◉

Converse

Power dialer · DNC screening · Call recording · SMS inbox · Email · Live Cori help · Transcripts · Follow-up drafts

▤

Fund

Mortgage stages · GDS/TDS/LTV what-if · Mortgage + HELOC · Document requests · Borrower link · File chat · E-sign · Handoffs

▥

Operate

Commissions · Bottlenecks · Agent and referral reporting · Renewals · Roles · Exports · Google, Outlook, Meta, webhooks and LOS gateway

SECURITY AND RECORD-KEEPING

Sensitive documents deserve a specific answer.

Pay stubs, notices of assessment and identity documents are the most sensitive things a brokerage handles. Here is exactly how Asan holds them.

✓Encrypted in transit and at rest. TLS 1.2 and 1.3 only. Documents are stored as private objects, never on a public URL.
✓Borrower links expire. Thirty-two random bytes, stored only as a hash, valid forty-five days, revocable, rate limited, and stamped every time it is opened.
✓Two-factor authentication on every account, per user.
✓Separate file and money permissions. Seeing every file does not mean seeing every commission. Two settings, asked separately.
✓Every change is attributable. Each stage move, document, acceptance, message and field edit is written to the file with who did it and when, and exports.
✓Cori answers to the room. In a shared thread she replies at the lowest permission level of anybody in it, so a commission never lands in front of somebody who may not see it.
✓Backed up nightly — three copies, kept thirty days, restores tested.
EVERY FILE EXPLAINS ITSELF
ASAN · FILE HISTORYExport ↗
Know what happened. Know when.Priya Raman · demonstration file
✓
Photo ID receivedSep 24 · 2:33 AM · by the system
✓
Recent pay stubs receivedSep 24 · 2:17 AM · by the system
↗
Priya texted when the file reached this stageSep 23 · 10:19 AM · by the system
▤
Affordability assessed · AlternativeGDS 38.88% · TDS 38.88% · LTV 95.23%
View the original product captureOriginal mortgage file history with timestamps and system actions

Actual events from the demonstration file, enlarged for clarity

Every stage move, document, acceptance, message and field change is written to the file with who did it and when — and exports.

WHAT IT COSTS

A plan for the broker. A plan for the team.

Start with the way you work today, then add your coordinator and team as the brokerage grows. Compare the included calling, messaging and Cori allowances for your volume.

STARTER
$49
per month · $490 a year
A single broker
Start 14 days free
PRO
$149
per month · $1,490 a year
A broker and an assistant
Start 14 days free
TEAM
$399
per month · $3,990 a year
Up to five people
Start 14 days free
BROKERAGE
Custom
priced on seats and volume
Six people or a whole brokerage
Talk to us

Prices in USD. Every plan includes a 14-day trial, and calling, messaging and Cori usage up to a monthly allowance.

THE CLIENT BOOK QUESTION

Your book took years to build. Ask who can access it.

If your process lives in an LOS, inbox, group chat and commission spreadsheet, this is what changes when the work comes together in Asan.

Broker workflow
Separate tools and spreadsheets
Asan
Lead, call and follow-up on one record× Data split across tools✓ Connected conversation
Document status visible to borrower and team× Email chasing✓ Link, versions and status
Rate hold and overdue stage on the file× Manual reminders✓ File-based alerts
People discussing a deal on the deal× Group chat or inbox✓ File conversation and roles
Commission exceptions shown as unknown× Spreadsheet reconciliation✓ Missing-rate warning
Your book stays your book.
Asan is a software company. We do not hold a mortgage licence, we do not originate, we do not recommend lenders and we do not take your referrals. We are never across the table from you.
Show me on one file →
15 MINUTES · ONE REAL FILE

Bring the deal that is making you chase three people today.

Show us a missing document, a qualification question or a stalled handoff. See what Asan and Cori can find on your numbers. Arrange a secure walkthrough before sharing client documents.

Request a live walkthrough →