A mortgage or refinance file needs a dozen documents from the borrower, and often two borrowers. Pay stubs, Notices of Assessment, T4s or W-2s, six months of statements for every account, a paper trail for the down payment. Clients send the wrong month, the wrong account, or a T4 where the void cheque should go — and the broker re-files it all by hand against a rate hold that expires Friday. Sealio sends one link per file, gives each co-borrower their own tab, and turns “six months of statements” into a single box the client drops everything into while you see Aug ✓ Sep ✓ Oct pending. The AI catches a misfiled document before it reaches your underwriter package.
Clients drop six months of statements into one box; you see which months landed and which are missing. Co-borrowers share a single link with a tab each. A T4 dropped in the ID slot is caught before it reaches your file.
A week of back-and-forth becomes two or three days — one broker carries more files without an assistant.
Rohan & Priya Desai — checklist
Open the demo, apply the closest template, and send yourself the client link to see both sides.