Your deals.
Close Themselves, Almost.
Clozzr is the AI assistant that handles your mortgage admin — document collection, condition tracking, and client communication — so you can focus on what actually earns your commission.
No credit card required · Canadian data residency · Cancel anytime
Good morning, Sarah
12 active files · 3 need attention today
Active files
12
Need attention
3
Conditions due
2
Docs complete
4
Patel, R.
142 Maple St, Halifax
MacLeod, J.
88 Ocean Dr, Dartmouth
Williams, T.
77 Windsor St, Halifax
Arsenault, P.
33 Barrington St
Henderson, B.
54 Quinpool Rd
Tremblay, L.
910 Herring Cove
Robertson, S.
7 Agricola St
Leblanc, N.
44 Jubilee Rd
The problem
Brokers are paid to close deals.
Not to chase documents.
Every hour you spend on admin is an hour not spent with a client. The average broker loses 15 hours a week to paperwork that should not exist.
- Chasing the same documents over 5–10 days per client
- Tracking conditions in a spreadsheet or your head
- Writing the same document request email 12 times a day
- Worrying about missed deadlines at midnight
- Documents collected automatically with reminders every 48 hours
- Conditions extracted from commitment letter in seconds
- Every email drafted and ready to send in one click
- Deadline alerts fire at 72h, 24h, and day-of — zero misses
Tell Clozzr about the deal.
It does the rest.
Describe your client and deal type in plain language. Clozzr generates a complete, lender-specific document checklist in seconds, creates the client portal, and sends the link — all without you lifting a finger.
$ describe your deal
What Clozzr does
Three jobs. Done automatically.
Clozzr handles the most time-consuming parts of every mortgage file — so you get those 15 hours back every week.
Patel, R. — Checklist
3/5 completeStop chasing documents.
AI generates the exact checklist for each client type. A branded upload portal goes to your client. Reminders fire every 48 hours. AI reads and verifies every document the moment it arrives.
You never chase a T4 again.
How it works
From first meeting to funded deal.
Clozzr works alongside your existing LOS. You keep using Mortgage Boss or Filogix — Clozzr handles everything around the submission.
Create a deal and select client type
Enter client name, contact details, and property info. Select salaried, self-employed, or business owner. Clozzr generates the exact document checklist in seconds.
Client receives a branded upload portal
A unique, secure link is sent to your client. They see exactly what documents are needed, upload from their phone or computer, and watch their checklist fill up in real time.
AI verifies every document on upload
The moment a document arrives, Clozzr reads it and checks it matches the application. Wrong document, expired ID, name mismatch — caught instantly.
Reminders fire automatically — under your name
At 48h and 96h, Clozzr emails your client about outstanding documents — under your name, from your email address. You are notified the moment everything is received.
Upload commitment letter — conditions auto-extracted
When the lender responds, upload the commitment letter PDF. Clozzr reads it and extracts every condition with its deadline in under 30 seconds. Submit through your existing LOS.
Conditions tracked until every one is cleared
Clozzr alerts you at 72h, 24h, and day-of every condition deadline. Mark conditions complete as they are satisfied. Nothing is ever missed. The deal closes.
Results
Built around how Canadian
brokers actually work.
Designed for brokers on Mortgage Boss, Filogix, and Velocity — not a generic tool retrofitted for mortgages.
0+
hours saved
per broker per week
0+
deals closed
by brokers on Clozzr
0%
client satisfaction
rated by upload portal users
0
missed conditions
across all tracked deadlines
“I used to spend my mornings chasing documents. Now I spend them with clients. Clozzr paid for itself on the first deal.”
Sarah M.
Mortgage broker · Halifax, NS
“The condition tracker alone is worth every penny. I had a deal nearly fall through last year because I missed a deadline. Never again.”
David T.
Associate broker · Dartmouth, NS
“My clients love the upload portal. They stop asking me 'what do you need?' — they just see the list and upload everything.”
Marie L.
Mortgage broker · Moncton, NB
Pricing
Simple pricing. No surprises.
One plan that does everything. Start with a 14-day free trial on a real deal — no credit card needed.
Solo Broker
Most popularBilled monthly · cancel anytime
- Unlimited active deals
- AI document checklist generation
- Branded client upload portal
- Automated document reminders
- AI document verification
- Commitment letter condition extraction
- Deadline alerts — email and SMS
- AI-drafted client communications
- Daily broker digest at 7:30am
- Canadian data residency · PIPEDA compliant
All prices in Canadian dollars · HST where applicable
Running a brokerage with multiple agents? Contact us for team pricing
Stop doing admin.
Start closing deals.
14 days free · no credit card · set up in under 5 minutes