One folder per application, encrypted on entry.
Needs analysis, supporting documents, recommendation notes, exchanges with the lender: everything stays in the folder, time-stamped. In the event of an inspection or a dispute, you download the folder's documents on demand.
Active folder
Folder · Dupont financing
Needs analysis
Received 5 min ago
Mortgage loan application
Received 1 h ago
Proof of income
Received yesterday
Bank statements
Received 2 d ago
Credit report
0%Lender commitment
No reply for 5 d
Built for AMF-regulated mortgage brokerage.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
More than documents
Ask for proof of income, notices of assessment and statements, but also the information for the needs analysis: detailed income, employment, source of the down payment. Sensitive documents and information encrypted on entry.
Ready for an AMF inspection
Needs analysis, supporting documents, recommendation notes, exchanges with the lender: everything stays in the folder, time-stamped. Download on demand.
From the first meeting to the final commitment, with nothing lost.
Four moments in the life of a financing application. At each one, Meo removes a chore.
- 01 Contact
First contact and mandate
Add your client, create the financing folder, archive the first details about the project (purchase, refinancing, renewal).
- 02 Analysis
Needs analysis and collection
Ask for proof of income, notices of assessment and statements, but also the details for the needs analysis: detailed income, employment, source of funds. Everything is encrypted on entry.
- 03 Submission
Recommendation and lender
Your recommendation notes and every exchange with the lender stay in the folder, time-stamped. A full access log of who viewed what.
- 04 Commitment
Commitment and retention
The final commitment is filed in the folder. Each document type has its own retention period. Meo warns you before the deadline, then deletes automatically and logs the deletion.
- 01 Contact
First contact and mandate
Add your client, create the financing folder, archive the first details about the project (purchase, refinancing, renewal).
- 02 Analysis
Needs analysis and collection
Ask for proof of income, notices of assessment and statements, but also the details for the needs analysis: detailed income, employment, source of funds. Everything is encrypted on entry.
- 03 Submission
Recommendation and lender
Your recommendation notes and every exchange with the lender stay in the folder, time-stamped. A full access log of who viewed what.
- 04 Commitment
Commitment and retention
The final commitment is filed in the folder. Each document type has its own retention period. Meo warns you before the deadline, then deletes automatically and logs the deletion.
Built around AMF requirements.
No spreadsheet on the side, no manual setup. Good habits are the default, from the very first application.
One complete folder per client
Information, documents and notes in one place, filed by mandate.
Books and registers kept long term
Configurable schedule, alerts before the deadline, documented destruction.
Recommendation notes traced
Every recommendation and every exchange with the lender is time-stamped and logged.
Confidentiality by default
Sensitive documents and information encrypted on entry, access limited to authorized people.
Electronic signatures for forms and commitments
Included, unlimited, verified by a unique code. No DocuSign subscription to manage, full traces in the audit log.
One profile per client and per application
Every client has a profile: the broker in charge, labels, internal notes with a due date and an assignee. No more Excel spreadsheet to track applications in progress.
Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to see how Meo covers it. All on one platform, with the same contact and the same audit log.
Every piece of client context in one place.
Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts