It's your data, make it work for you with SmartViews!

Uncover business opportunities using your own database at the click of a button.

More Insight = More Money

You’ve worked hard to build your book of business and we’re happy to introduce a more powerful way to view your database.

SmartViews makes it easy to use your own data to identify your top opportunities for renewal and refinancing AND includes the following key information automatically:
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PENALTIES
POTENTIAL INTEREST SAVINGS
ESTIMATED EQUITY IN THE PROPERTY
NET CLIENT IMPACT

Estimated Equity in the Property

The estimated calculations are completed using the latest values of the House Price Index. The House Price Index is sourced from the Canadian Real Estate Association (CREA).

Penalties Calculations

The mortgage penalties calculator replicates the specifics calculations of each lender's formula.

How can you learn more about SmartViews?

FOR CURRENT BOSS USERS

FOR NEW BOSS USERS

Get in touch with us to learn more

Get in touch

Easily transform the SmartViews data into action in BOSS

Reach out to your clients with the most to benefit from a renewal or refinancing today with our top BOSS features:

Assign tasks to your team using the Tasks Module

Prepare a personalized or mass email communication using the Mail Merge Functionality

Setup up follow-up for future opportunities

Contact your BOSS Support Team to find out more.

Support – 8 to 8, 1 on 1, talk to a real person.

Personalized training and walk-throughs, weekly how-to webinars, dedicated underwriters, over 70 tutorial videos. Anything technical… even email support, we’re here to help.