Product · Mortgage brokers

BrokerLogic

Give clients a secure upload link. AI reads what they send, turns it into lender-ready files, and drops them in your OneDrive — so the inbox stops being your document room.

BrokerLogic mortgage document portal with AI-verified files and upload queue
01

Your link, their upload

Every broker gets a branded portal. Send the link. Clients drop photos, JPEGs, or PDFs. Email is no longer the intake channel.

02

AI that files the deal

The system reads the document, identifies it, and names it to the scheme your lenders expect — not IMG_2048.jpg.

03

Lender-ready PDFs

Phone photos become PDFs. Mixed packets come apart as clean files. What arrives in OneDrive is what underwriting can use.

04

Straight toOneDrive

Connect Microsoft OneDrive. Completed uploads land there automatically, and the broker gets notified. No download-rename-drag loop.

Why brokers use it

Hours back. Files that belong in Canada.

The old path is insecure email, a pile of screenshots, and an assistant renaming files until the package looks fundable. BrokerLogic is the portal you hand the client instead.

Hosted in Canada, built for PIPEDA and PIPA, AES-256 in transit and at rest. Client data is not used to train outside models. The full product lives at brokerlogic.ca — this page is the short version for people evaluating Mahesis as a builder.

Want BrokerLogic, or a portal in the same family?

Use the product site for the mortgage workflow. Use Mahesis if you need a secure intake system designed around a different file.

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