BOSS Customer Connect

All-Inclusive Features for Seamless Customer Interaction

Empowering Collaboration and Customer Interaction with BOSS Customer Connect

Our BOSS Customer Connect module is a comprehensive suite of features and tools designed to enhance collaboration and make interactions with customers easier for everyone. It acts as the face of your business, allowing you to manage your broker website and collaborate effectively with your customers throughout the mortgage process.

All-Inclusive Features for Seamless Customer Interaction

Empowering Brokers to Customize and Simplify Customer Interactions

Personalize Customer Experiences with Ease with our Customer Portal

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Empowering Brokers to Customize and Simplify Customer Interactions
Simplify the information gathering process

The mortgage application is simplified by providing a secure space where customers can conveniently fill out essential details requested by the lender.

Take control of the information and documents

All documents and information sent by your customers is loaded directly into the deal, but you are still in control of the process. All of this while ensuring first-class security through our Two-factor authentication setup.

Maintain a professional and cohesive image

You can white-label the portal with your branding and contact details so align with your professional image.

Boost efficiency with predefined scenarios

By creating predefined mortgage scenarios tailored to specific customer profiles, you can automatically preselect relevant documents and deal information.

Craft Your Unique Online Presence with our Personalized Broker Websites

Elevate Your Online Presence

Experience the industry's best-in-class website builder tailored for mortgage brokers, providing unmatched functionality. With effortless customization options, you can personalize your broker website for maximum impact and engagement.

A User-Friendly Settings Page

You can upload your picture, update your bio, and even customize the displayed rates. Whether you lead a team, franchise, or brokerage, you can create a custom URL that reflects your unique identity, enhancing your brand recognition.

Take Control of Your Online Presence

Using our compact website builder, you can tailor the content, widgets, and color theme to suit your style and brand image. Experience effortless customization and showcase your expertise with BOSS Customer Connect.

Our Prequalification tool helping consumers assess their affordability

Our Prequalification tool enables consumers to evaluate their affordability and creditworthiness, providing valuable insights. It also delivers pre-approved leads to empower your business growth and efficiency.

Empower Homebuyers with Dynamic Affordability Insights

Our tool boasts a dynamic questionnaire, empowering customers to input their information independently. It provides valuable insights into affordability, credit score, and budget guidance, making their dream home search informed and efficient.

Seamless Lender Matchmaking for Every Customer

This tool automatically assesses your customers' liabilities from the credit bureau and aligns them with lenders' requirements, delivering insights on the most compatible lenders. Streamline your matchmaking process and enhance customer satisfaction.

Instant Prequalification for Rapid Insights

Exclusive to M3 Group Brokers

Submit your deal to National Bank, the 6th biggest lender in Canada

The only way to access exclusive and competitive products offered by National Bank is via BOSS and the M3 Group. See for yourself how these give you a competitive edge against your competition!
‍*Certified brokers in Quebec and Ontario only

Access the power of the National Lender Desk Team directly via BOSS.

What can the National Lender Desk do for you? In their own words: “WE HANDLE THE LENDER SO YOU CAN FOCUS ON HELPING YOUR CUSTOMERS!”

Exclusif aux courtiers du groupe M3

Soumettez votre dossier à la Banque Nationale, le 6ème plus grand prêteur au Canada.

La seule façon d'accéder aux produits exclusifs et concurrentiels offerts par la Banque Nationale est via BOSS et le Groupe M3. Constatez par vous-même quel avantage concurrentiel vous aurez par rapport à vos concurrents !
‍*Courtiers certifiés du Québec et de l'Ontario seulement

Profitez directement des services de l'équipe d’Accès Prêteurs via BOSS.

Que peut faire l’Accès Prêteurs pour vous ? Selon leurs propres mots :  vous vous occupez de vos clients et nous nous occupons des prêteurs!

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What our brokers have to say

Bringing on a new broker is always challenging. But, within just one week, they submitted deals and got BOSS approvals. No hassle. And as a team lead, I can help with coaching by reviewing deals from my dashboard!

Rosa Bovino

Mortgage Agent

Recent improvements to the customer portal make it an invaluable tool for increasing efficiency and improving the customer experience. The new portal is easy to use, both for brokers and their customers..

Hugo Fortier

Mortgage Broker

What I love the most about BOSS is its customer-focused and supports a strong communication & collaboration with my clients. The customer portal and document retrieval tool paired with all the easy-to-use features like CRA document & Bank Statement retrieval make things simpler & faster for everyone!

Ian Kirby

Mortgage Broker

Ce que disent nos courtiers

L'arrivée d'un nouveau courtier est toujours un défi. Mais en l'espace d'une semaine, ils ont soumis des dossiers et obtenu l'approbation dans BOSS. Aucun problème. Et en tant que chef d'équipe, je peux contribuer au coaching en examinant les transactions depuis mon tableau de bord !

Rosa Bovino

Agent hypothécaire

Les récentes améliorations apportées au portail client en font un outil précieux pour accroître l'efficacité et améliorer l'expérience des clients. Le nouveau portail est facile à utiliser, tant pour les courtiers que pour leurs clients...

Hugo Fortier

Courtier hypothécaire

Ce que j'aime le plus dans BOSS, c'est qu'il est axé sur le client et qu'il favorise une communication et une collaboration étroites avec mes clients. Le portail client et l'outil de recherche de documents, associés à toutes les fonctionnalités faciles à utiliser comme la recherche de documents de l'ARC et de relevés bancaires, rendent les choses plus simples et plus rapides pour tout le monde !

Ian Kirby

Courtier hypothécaire