Run a compliant brokerage without chasing a single file.
Autowrite sits on top of the origination system your agents already use. They keep their workflow. You get a complete compliance package on every file, a full audit trail, and analytics across every agent.
Brokers are buried in paperwork.
Brokerages need compliant files.
Every deal is a stack of documents. Miss one detail and the deal stalls. Miss the compliance package and the payout waits.
Set your templates once. Every file gets them.
As the brokerage, you answer for every file your agents close, not just the program on paper. Upload your disclosures, consent forms, and review steps once. Autowrite applies them to every deal, collects signatures, runs FINTRAC identification, PEP determination, and AML risk assessment, and keeps the record ready for an FSRA examination or a FINTRAC review.
- Compliance checklistComplete
- Credit consentCollected upfront
- Proof of PEP screeningScreened
- AML risk assessmentScored
- SuitabilityDocumented
- Material risksDisclosed
- Commitment letterUploaded
- Underwriting documentsIndexed
Based on published FSRA and FINTRAC penalty and record-keeping frameworks. Other provinces have their own regulators and penalties. Not legal advice.
- Amira L. sent the borrower portal link
- Borrower gave credit consent
- Autowrite ran PEP screening and AML risk assessment
- Amira L. approved the underwriting form
- Borrower signed the compliance package
- Compliance reviewed and released commission
Every action on every file, on the record.
Who viewed, edited, approved, and signed, with a name and a timestamp. When the regulator asks, export one deal, one agent, or the whole brokerage in a click.
- Tamper-evident history on every file
- Consent, screening, and signature records in one place
- One-click export for exams and reviews
See where the time goes, agent by agent.
Autowrite tracks time in every stage of every file. Spot the bottlenecks, see who needs coaching and on what, and bring your whole team up to the pace of your best agent.
- Time per stage for each agent
- Files processed and funded by agent
- Training flags where an agent runs slower than the brokerage
- Amira L.1h 24m
- Daniel C.1h 48m
- Sunny K.1h 16m
- Ben M.1h 44m
- ALAmira Laljiamira@yourbrokerage.caAgent
- PRPriya Raopriya@yourbrokerage.caCompliance
- JMJordan Millsjordan@yourbrokerage.caAdmin
- +Invite by emailThey can start the same dayAdd seat
Add, remove, or reassign anyone, any time.
Manage seats yourself from the brokerage dashboard. No tickets, no waiting on us.
- Invite agents, assistants, and compliance staff by email
- Roles for Agent, Compliance, and Admin
- Agents see their own files. Admins see the brokerage.
- One bill for the whole brokerage
Compliance set to your brokerage, not ours.
Every brokerage runs compliance differently. Autowrite follows your checklist, your form versions and your order, and applies the provincial and federal rules each deal triggers. The rules are written and reviewed by licensed mortgage professionals on our team.
Upload your brokerage's compliance checklist once. Every package is compiled in that order, using your current form versions, so your compliance officer reviews files the way they already do.
A purchase, a refinance and a renewal with the same lender trigger different disclosures. So do insured, conventional and private lenders. Autowrite picks the right forms for each file.
ID verification method recorded, PEP and HIO determination, third-party determination and the 5-year record, captured while the file moves instead of rebuilt before an audit.
A missing co-applicant ID or an unsigned disclosure is flagged on the deal with the one action that clears it, before the package reaches your compliance team.
See it on your own brokerage.
Brokerage pricing is built around your team. We will walk through the product and put together pricing for your agent count on the call.