Cleaner borrower package
Collect borrower details, ID request notes, income/tax document status, property details, and lender-condition checklists.
Mortgage agents, brokers, lenders & credit unions
Mortgage document support that helps clients get file-ready faster.
RealEstateExpt helps mortgage professionals organize borrower intake, missing documents, lender-condition checklists, refinance/payout details, language-support reading copies, and lawyer-ready handoff summaries.
Why mortgage professionals use it
Less document chasing. More file momentum.
Mortgage files slow down when the client does not know what is missing, what is urgent, or who needs the next document. RealEstateExpt gives the file a clear support lane.
Track what is still needed
Give clients a plain-language list of missing items, responsible parties, and target dates.
Help clients understand requests
Document request notes, deadline reminders, and checklist explanations can be prepared in the client’s preferred language.
Prepare for lawyer and lender review
Organized file summaries help reduce last-minute confusion between client, broker, lender, lawyer, and support desk.
Mortgage-professional pricing
Simple packages for mortgage agents, brokers, lenders, and credit unions.
Use per-file support for occasional files or monthly support for recurring volume. RealEstateExpt is paid for document coordination and workflow support, not mortgage referrals.
Entry fileMortgage File Intake
CAD $99/file
For agents or lenders who need a clean starting intake and document-start list.
Includes- Client and file intake summary
- Transaction type and deadline capture
- Mortgage document-start list
- Preferred-language note
- Secure upload request path
- Support boundary note
Outcome: A clear file-start package instead of scattered first messages.
Submit file
Most practicalMortgage Readiness Pack
CAD $199/file
For client files with missing borrower documents, lender conditions, or unclear upload status.
Includes- Everything in Mortgage File Intake
- Borrower document checklist
- Lender-condition tracker
- Missing-item follow-up list
- Deadline and urgency notes
- Client Hub status preview
Outcome: Client, agent, and lender see what is missing and what comes next.
Choose pack
RefinanceRefinance Coordination Pack
CAD $299/file
For refinance, switch, payout, discharge, and lawyer/lender handoff coordination.
Includes- Refinance intake and file setup
- Payout/discharge checklist
- Lender instruction tracker
- Lawyer/lender contact summary
- Missing-condition list
- Lawyer-ready handoff summary
Outcome: A cleaner refinance file with payout and condition issues visible early.
Start refinance file
Monthly deskMortgage Partner Monthly Desk
CAD $499–$999/month
For mortgage agents, teams, and small lender offices with recurring client files.
Includes- Partner intake link
- Recurring file queue
- Monthly document support
- Missing-item tracking
- Language-support reading-copy requests
- Monthly status summary
Outcome: A recurring support lane for mortgage-document workflow.
Start partner account
Lenders and credit unions
Brokerage / lender workflow — custom quote
For credit unions, private lenders, mortgage teams, or brokerages that need a branded intake path, document request workflow, staff dashboard, language support, and file handoff reporting.
How it works
Client sends the documents. We help make the file make sense.
Mortgage professionals can send one file, create a partner account, or set up a workflow for recurring client files.
- Submit the mortgage file.Agent, lender, or client enters the file type, client details, closing date, and known documents.
- Request secure upload.Private documents are sent through an approved secure upload link, not public forms.
- Track missing conditions.RealEstateExpt prepares a missing-item list, lender-condition checklist, and deadline view.
- Handoff when ready.The mortgage professional, lawyer, or lender receives a cleaner support summary.
Compliance boundary
RealEstateExpt is not a mortgage brokerage.
RealEstateExpt does not arrange, recommend, approve, negotiate, or underwrite mortgages. Mortgage products, rates, suitability, approvals, and commitments are handled by licensed mortgage professionals and lenders.
Ready to start?