Reimagining the financial & real estate ecosystems one journey at a time.
Use YourEsign to complete agreements from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time. Our features also allow you to create templates, edit documents such as PDF, Word, Excel, PowerPoint and more.
Your Mortgage Journey
Your mortgage journey is a digital mortgage experience that brings simplicity and transparency to the mortgage experience. Clients are able to submit and complete any type of mortgage transaction online while engaging a mortgage agent at the exact time of need. Enhance your business and experience the journey today.
Your Mortgage Calculators
Your mortgage calculators is a customized mortgage tool box, with easy to use calculators that can be used as a lead generation tool or an education tool that you can integrate into your marketing campaigns or website. This includes the become mortgage free sooner calculator.
Your Home Journey
Your home journey is a digital end to end experience that connects real estate agents, mortgage agents and clients on a single platform. Clients are able to search and view their new homes online and choose when to connect with a mortgage or real estate agent on their terms. Our AI powered system recommends new homes based on the clients serech details over time, which in turns helps finding their new home easier. Be part of the journey today.
Your Mortgage Pre-Qualification
Your Mortgage Pre-Qualification lets your customers know in just minutes how much they can afford on a home based on their creditworthiness and income with the lenders . Your link can be put on any of your partner sites along with yours! Be part of the journey today.
Your Training Portal
Your Trianing Portal allows you to set up a e-learning solution for your team that is impactful and engaging to help support the eduction learning of your business. This platform can also be used to create and sell content and courses to clients and others as it fits into your day to day business.
Your Client Journey
Your client journey is a remarkable experience that combines the power of marketing, CRM and follow up all in one journey. It’s a fully integrated journey that allows you to save time, increase your conversion ratio and retain your clients.
Your Marketing Journey
From beginning to end a complete experience that allows you to fully focus on the client, while your marketing campaigns from Facebook and Google AdWords run with trusted help that feeds into a power marketing and follow up platform to help you increase your conversion rates.
Powerful web based solution that enables you to perform PDF function without having to download software. This platform makes merging, compressing, converting files and more simple fun and easy.
Your Financial Journey
A digital financial journey & experience that brings simplicity and transparency buy helping clients manage their finances by attaching all accounts into one eco system. By doing this your building a client road map with unique savings goals that are simple and effective. Clients are able to interact and build their financial and insurance journeys online while engaging a Life insurance or mortgage agent at the exact time of need. Enhance your business and experience the journey today.
If you’re a mortgage agent, you know how frustrating it can be to lose a file because your client can’t send you their NOAs, T4s, or bank statemens. At DocPal we provide on demand client income retrieval for mortgage agents. You simply get your client to sign an authorization form, and we’ll retrieve the documents directly from CRA within 4 business hours. Need bank statements? Again just get the client to complete a simple online link and we will be able to provide up to 12 months of banking statements.
Your Mortgage Community
Your Mortgage Community allows you to create a social meida experince for your clients or business, you have your own login site and you can add others to your community, you can have live chat within the community it self as well as create posts and view questions or information on the new feed feature. Create your client or busienss eco system today.
How FinU empowers your business
Create Lead Journey Experience
Our tech empowers you to create and manage a lead journey experience for new clients, to create new business for yourself.
Engaging Journey Experience
Once you have created the lead journey, our tech provides you an engaging follow up experience that is geared towards actual conversions with your new clients, and an end to end digital journey to close your new business that saves you time and your clients love.
Creative and Enlightening Retention Journey
Once you have created new clients and the platform to engage and close them, our retention experience is a journey in itself, you will be able to track, engage and communicate with your clients ongoing on the method of the clients choosing while rewarding them. This journey allows you to continue the journey experience while rewarding you with referrals and repeat business.