End-to-End Mortgage Processing
Simplify mortgage workflows with InfoTrack X. Manage instructions, fund requests, and final reports in one connected space.
A better way to process mortgages
Connect with major Canadian lenders through InfoTrack X for an affordable, streamlined mortgage workflow, reducing manual entry by accessing mortgage details and confirmation of funds straight to your preferred practice management platform.
Key features
Digitize instructions for effortless handling.
Assign instructions directly to your matter.
Auto-populate your matter with mortgage details to eliminate manual entry.
Send requests for funds and final reports; receive confirmation straight from your workflow.
Expert review & confirmation to guarantee accuracy and lender receipt.
Connect to dozens of lenders with no contracts or hidden fees.
Process mortgages in 3 easy steps
Upload mortgage instructions
Upload your e-faxed instructions. Our team digitizes and human-verifies every document for 100% accuracy.
Assign and auto-populate matter details
Assign digitized instructions to your matter, and details will sync automatically.
Prepare and send mortgage packages
Send request for funds, final reports, and supporting mortgage forms straight from your workflow.
Experience the difference
Discover why firms across Canada trust InfoTrack to simplify legal workflows from start to finish. Book a demo to learn more.
