For Mortgage Agents and Brokers

Every Day Without a Real Client Portal Costs You Deals, Time, and Trust.

Lost documents. Insecure email. Endless follow ups. Clients ghosting because the process felt chaotic. It is exhausting. TrustVault gives you the secure, branded portal your clients expected from the start.

Book Your Free Discovery Call Start 30 Day Free Trial

30 day free trial

No credit card required

PIPEDA friendly

Your Tuesday Morning

Without TrustVault

×"Did you get my T4? I emailed it twice."
×Client sent SIN over WhatsApp. Again.
×Whose pay stub is this, the husband or the wife?
×Three deals stuck. Same chase. Same anxiety.
×It is 11pm and you are still sorting attachments.

TrustVault

9hrs

Saved per deal, every single time

Your Pain. Our Fix.

Every Headache You Live With, Solved.

Each pain you recognize is already built out as a feature. Not someday. Right now, in the live product.

🚚 The pain

"I am constantly chasing clients for documents."

✓ How TrustVault fixes it

Per applicant checklist auto built from mortgage type so clients see exactly what to upload
One click email reminders to nudge slow movers without typing a thing
Real time status per item, pending to uploaded to approved
Instant email alert the moment a client uploads anything

🚚 The pain

"Documents arrive scattered across email, text, and WhatsApp."

✓ How TrustVault fixes it

One secure portal per client, every file in one place
Filename hints like "Two Piece ID 1" or "T4, 2024" guide proper naming
Per applicant grouping (Shared, Primary, Co Applicant 1 to 3) so you never mix up whose document is whose

🚚 The pain

"Co applicants double my workload."

✓ How TrustVault fixes it

Add a co applicant in one click, the full checklist duplicates automatically
Remove them and their items hide cleanly, no orphaned documents
Up to 3 co applicants supported per file

🚚 The pain

"Building a new checklist for every loan type takes forever."

✓ How TrustVault fixes it ✨ AI Powered

AI suggests a complete document list for any loan type (Residential, Commercial, Construction, Retail, your own custom types) in seconds
Curated library of 50+ common Canadian mortgage documents across 10 categories, one click to add
Smart formatting matches the residential standard, two piece ID split into two items, credit split into Equifax and TransUnion with direct report links, government docs (T4, NOA, T1, T2) auto split into the last two tax years
Built in dedup so the AI never re suggests something already on your list
Review every suggestion before it lands, accept what fits, edit what does not, ignore the rest
Auto save while you build, no Save button to remember

🚚 The pain

"Clients send blurry phone photos and screenshots. Lenders want clean PDFs."

✓ How TrustVault fixes it ✨ AI Powered

AI scans every photo upload, finds the four corners of the document, and crops away the desk, hand, table, or whatever else is in the shot
Auto converts PNG, JPG, WEBP, and iPhone HEIC photos into a clean letter sized PDF, ready to forward to any lender
Works in the browser with no app to install, on any phone or laptop the client already has
Falls back gracefully if AI is unreachable, the upload still becomes a PDF so a blip never blocks the client
Server side magic byte check rejects anything that is not a real PDF after conversion, so lenders never receive a renamed executable or HTML payload
Sharp, lender ready PDFs every time, no scanner app required on the client side

🚚 The pain

"I waste hours onboarding every new lead."

✓ How TrustVault fixes it

Your personal share link, app.thetrustvault.app/r/your name, goes on business cards, email signature, Instagram bio
Client signs themselves up, auto assigned to you with the right checklist
Your photo, name, phone and email show on the landing page so they know they are with the right agent
Or send a one click "Invite Client" email with a tokenized secure link

🚚 The pain

"I have to protect client privacy (PIPEDA)."

✓ How TrustVault fixes it

End to end encrypted storage with row level security so clients only see their own files
Full audit trail (TOS, Privacy, Cookies, AUP) with version, timestamp, and IP at signup
15 minute session timeout and IP based new device alerts
Rate limited login (brute force attacks get locked out)
Canadian data friendly stack

🚚 The pain

"My branding looks unprofessional everywhere."

✓ How TrustVault fixes it

Custom brokerage logo and brand name per tenant
Your client portal, share link page, and every transactional email wear your brand
Plan based limits make team scaling predictable

🚚 The pain

"Working with team members is messy."

✓ How TrustVault fixes it

Subscriber and team member roles, with email invites for teammates
Optional client sharing toggle so the team sees all clients (or only their own)
Single dashboard for the whole brokerage

🚚 The pain

"I want to know when new leads come in immediately."

✓ How TrustVault fixes it

Instant email the moment a client signs up via your share link, with name, email, phone, and a one click link to open them in your dashboard
Built in reminders and messaging so no file ever slips through the cracks

🚚 The pain

"Switching software is painful."

✓ How TrustVault fixes it

30 day free trial, no credit card
Stripe billing for self serve upgrades when the trial ends
Works on any device, no install, no app store

🚚 The pain

"I need to see where everything stands at a glance."

✓ How TrustVault fixes it

Progress ring per client (X uploaded out of Y total)
Filterable client list (active, completed, on hold, archived) with search
Per document admin actions, approve, reject, comment, change status, request re upload

The Difference

Two Agents. Same Day. Different Reality.

Without TrustVault

The Chaotic Agent

×Chasing documents across 6 email threads
×Clients texting "any update?" daily
×SIN numbers floating around in inboxes and WhatsApp
×Sorting paperwork until midnight
×Looking unprofessional to clients
×Losing deals to faster competitors
×Anxiety every time the phone rings

With TrustVault

The Trusted Professional

✓Every document in one secure portal
✓Clients see status in real time
✓End to end encryption, PIPEDA friendly
✓Evenings back. Family back.
✓White labeled to your brokerage brand
✓Winning deals on professionalism alone
✓Calm focus instead of constant chase

Simple Pricing

Pick the Plan That Fits Where You Are Today.

All plans start with a 30 day free trial. No credit card required. Cancel anytime. Switch plans as you grow.

Monthly Annual Save 17%

Starter

1 Agent · Up to 25 Clients

$29

USD per month

AI Checklist Builder (any loan type)
AI PDF Scanner
Template Document Checklists
Application Form
Communication Hub
Email Notifications

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Curious if TrustVault is the Right Fit for Your Practice?

Book a friendly, no pressure discovery call. We will walk through your situation, your pain points, and show you exactly how TrustVault fits. It is simple, it is free, and you will leave with clarity either way.

Book Your Free Discovery Call Start 30 Day Trial

No credit card. No sales pitch. Just a real conversation.

Hi, I'm Vera 👋 Quick question about TrustVault? Ask me anything.

Vera at TrustVault

● Online now

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Have a real conversation with Vera. Ask her anything about TrustVault.