BOSS Deal

Simplify, Validate, Submit, and Succeed with BOSS Deal!

Discover the power of the BOSS Deal module, empowering mortgage brokers like you to excel in your role.

The BOSS Deal module is your gateway to success. Not only does it allow you to efficiently gather all required information from your customers, once completed, the data is validated against lender guidelines specific to each deal before submission so you can avoid the hassle of lengthy rework. Say hello to a seamless submission process. And that's not all—directly submit your documents and deals to lenders. Our trusted lender partners have joined forces to offer something even more exciting: an automated approval process. It's fast and effective!

Simplify, Validate, Submit, and Succeed with BOSS Deal!

Streamline your deal entry & submission process and close your deal quickly!

Experience Easy & Intuitive Deal Data Entry

Book your demo today!Obtenir une démo
Streamline your deal entry & submission process and close your deal quickly!
Intuitive Interface: Feel Right at Home from the Start!

We've designed our application with a familiar layout and aligned with industry standards, ensuring a seamless transition to our platform. Whether you're an experienced broker or new to the industry, there's no steep learning curve. Once you start using it, yYou'll feel right at home, enjoying a smooth and effortless journey.

Real-time On-Screen Validations, Guiding You Without Leaving Your Application.

Benefit from instant validations that accompany you throughout the process, all within your deal application screen. Say goodbye to disruptions and stay focused on what matters most.

Lender Guideline-Based Data Validation Prevents Rework: Errors Displayed Next to Fields for Easy Correction.

Our data validation feature aligns with lender guidelines, saving you time and effort on revisions. Trust BOSS to catch errors in real-time, allowing for swift resolutions and smoother processing. Eliminate tedious rework and save your time and energy for your customers.

Enjoy the Convenience of an Interactive GDS/TDS Display at Your Fingertips!

Our top-of-screen GDS/TDS display offers quick and easy access to vital information, keeping you informed about your debt service ratios in real-time. This empowers you to make informed decisions swiftly, streamlining your workflow, and boosting productivity.

Quickly Retrieve Your Applicant’s Information

Automate Bank Statement Retrieval with Flinks© Integration

Our Flinks© integration retrieves 12 months of customer bank statements and auto-uploads them to your attachments, saving time and hassle for you and your customers.

Retrieve statements directly from the CRA via SnapNOA©

Our SnapNOA® integration securely retrieves your customers' CRA documents, saving you time and ensuring document legitimacy, all directly within BOSS.

Instantly Access Equifax© and TransUnion© Credit Reports

BOSS integrates with Equifax and TransUnion. Obtain credentials from your broker services team, and we'll pull and upload credit reports for all applicants directly into your deal.

 Accelerate Submissions to Lenders

Submit deals directly to lenders via the Lender Submit tab in BOSS and choose which documents to send, eliminating the need to visit the lender portal.

Get Lender Responses in BOSS—No Extra Logins

Get your commitment letters and responses directly from the Lender Response tab. This smart process eliminates the need for navigating the lender portal to upload documents.

Unlock Automated Approvals with Trusted Lenders for Speedy Responses! 

Experience the seamless connection of direct integrations between BOSS and our trusted lender partners. Enjoy the convenience of automatic approvals as soon as you submit your deal.

Experience Industry's Most Efficient Lender Submission Process

Get your Forms & Attachments all in One Spot

Conveniently generate all the forms you require right in BOSS Deal

BOSS Deal streamlines your forms, generating them separately even for multiple mortgage requests. It auto-populates the necessary info, saving you time and optimizing your workflow in one user-friendly platform.

Efficiently manage the e-signature process with OneSpan©

Efficiently manage electronic signatures in BOSS with OneSpan© integration. Simplify customer interactions and streamline signing, all within BOSS Deal—no need for email.

Automated PDF Conversion for Time Savings

Say goodbye to manual document reformatting! In BOSS Deal, all documents are auto-converted to PDF, streamlining your workflow for effortless efficiency.

Exclusive to M3 Group Brokers

Submit your deal to National Bank, the 6th biggest lender in Canada

The only way to access exclusive and competitive products offered by National Bank is via BOSS and the M3 Group. See for yourself how these give you a competitive edge against your competition!
‍*Certified brokers in Quebec and Ontario only

Access the power of the National Lender Desk Team directly via BOSS.

What can the National Lender Desk do for you? In their own words: “WE HANDLE THE LENDER SO YOU CAN FOCUS ON HELPING YOUR CUSTOMERS!”

Exclusif aux courtiers du groupe M3

Soumettez votre dossier à la Banque Nationale, le 6ème plus grand prêteur au Canada.

La seule façon d'accéder aux produits exclusifs et concurrentiels offerts par la Banque Nationale est via BOSS et le Groupe M3. Constatez par vous-même quel avantage concurrentiel vous aurez par rapport à vos concurrents !
‍*Courtiers certifiés du Québec et de l'Ontario seulement

Profitez directement des services de l'équipe d’Accès Prêteurs via BOSS.

Que peut faire l’Accès Prêteurs pour vous ? Selon leurs propres mots :  vous vous occupez de vos clients et nous nous occupons des prêteurs!

Want to know more?
Contact us today!

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What our brokers have to say

Bringing on a new broker is always challenging. But, within just one week, they submitted deals and got BOSS approvals. No hassle. And as a team lead, I can help with coaching by reviewing deals from my dashboard!

Rosa Bovino

Mortgage Agent

Recent improvements to the customer portal make it an invaluable tool for increasing efficiency and improving the customer experience. The new portal is easy to use, both for brokers and their customers..

Hugo Fortier

Mortgage Broker

What I love the most about BOSS is its customer-focused and supports a strong communication & collaboration with my clients. The customer portal and document retrieval tool paired with all the easy-to-use features like CRA document & Bank Statement retrieval make things simpler & faster for everyone!

Ian Kirby

Mortgage Broker

Ce que disent nos courtiers

L'arrivée d'un nouveau courtier est toujours un défi. Mais en l'espace d'une semaine, ils ont soumis des dossiers et obtenu l'approbation dans BOSS. Aucun problème. Et en tant que chef d'équipe, je peux contribuer au coaching en examinant les transactions depuis mon tableau de bord !

Rosa Bovino

Agent hypothécaire

Les récentes améliorations apportées au portail client en font un outil précieux pour accroître l'efficacité et améliorer l'expérience des clients. Le nouveau portail est facile à utiliser, tant pour les courtiers que pour leurs clients...

Hugo Fortier

Courtier hypothécaire

Ce que j'aime le plus dans BOSS, c'est qu'il est axé sur le client et qu'il favorise une communication et une collaboration étroites avec mes clients. Le portail client et l'outil de recherche de documents, associés à toutes les fonctionnalités faciles à utiliser comme la recherche de documents de l'ARC et de relevés bancaires, rendent les choses plus simples et plus rapides pour tout le monde !

Ian Kirby

Courtier hypothécaire