Every document, for every borrower type.

12 items · 9 required

Self-Employed Mortgage Document Checklist & Collection Software

Self-employed files are where deals die waiting on paperwork. Two years of T1s, NOAs, financial statements, business bank statements: every missing page is another day before you can submit. Startly turns that chase into a checklist your client completes from their phone.

Includes

• Business licence or Articles of Incorporation
• Business financial statements, last 2 years
• 6 months of business bank statements
• HST/GST filings, last 2 years
• and 8 more

10 items · 8 required

First-Time Home Buyer Mortgage Documents: Checklist & Client Portal

First-time buyers have never done this before. They don't know what a Notice of Assessment is, and they're nervous about sending bank statements over text. A clear, friendly checklist with explanations for every item gets you a complete file faster and makes you look great.

Includes

• Employment letter
• Two most recent pay stubs
• T4 slips, last 2 years
• Notices of Assessment, last 2 years
• and 6 more

10 items · 10 required

Mortgage Refinance Document Checklist for Brokers

Refinances look simple until you're chasing a property tax bill and a mortgage statement from a bank portal your client can't log into. Give them a single checklist and let the reminders do the nagging.

Includes

• Employment letter
• Two most recent pay stubs
• T4 slips, last 2 years
• Notices of Assessment, last 2 years
• and 6 more

11 items · 9 required

Rental Property Investor Mortgage Documents: Checklist & Portal

Investor files scale badly: every property adds a lease, a mortgage statement and a tax bill. Startly keeps the whole package in one place so the fourth property is as easy to document as the first.

Includes

• Notices of Assessment, last 2 years
• Lease agreements for every rental property
• Mortgage statements for every owned property
• Property tax bills for every owned property
• and 7 more

11 items · 7 required

New to Canada Mortgage Document Checklist for Brokers

Newcomer programs are generous but document-heavy, and your clients are often juggling a new job, a new country and a new language. A clear checklist with plain-English explanations removes the guesswork.

Includes

• Two most recent pay stubs
• Permanent resident card or work permit
• International credit report
• 12 months of foreign bank statements
• and 7 more