Mortgage brokers and agents
Help clients move from approval to closing with a legal team that understands timelines, funding conditions, and document follow-up.
RemoteClosing gives your clients a lawyer-led closing experience online — while giving you a clear, read-only view of the files you referred.
The partner experience is designed around referral trust: clear communication, secure handling, and enough visibility to know your client is being looked after.
Help clients move from approval to closing with a legal team that understands timelines, funding conditions, and document follow-up.
Give buyers and sellers a closing path that feels organized, modern, and easy to follow after the agreement is signed.
Refer Ontario real estate clients to a closing process with clear next steps and direct legal follow-up when needed.
You can refer through a partner link, a referral code, or a direct introduction. If a client reaches out another way, our team can still link the file to your partner account.
Our team reviews your details, confirms fit, and sets up partner access manually. This keeps the program professional and controlled.
Clients can start through your referral link, mention your name, or be introduced by email. The file can still be linked to your account by the legal team.
RemoteClosing handles intake, document collection, legal review, signing, and closing steps through a secure online workflow.
Once a file is linked to you, your partner dashboard shows the status and next steps without exposing other partners' clients or allowing file edits.
RemoteClosing is built to protect the client relationship after the referral is made: clear steps for the client, direct legal follow-up, and practical visibility for the professional who sent them.
Quotes, intake steps, document requests, and signing progress are presented in a guided flow instead of scattered email threads.
Partner visibility reduces status-check calls while still keeping the legal team in control of the file.
The platform supports the closing, but the legal relationship and professional judgment remain central.
The dashboard gives partners enough context to support their client, while the legal team remains responsible for file management.
Active files, closing dates, transaction type, and current stage are grouped in a read-only partner view.
Document and workflow status help partners know whether the file is waiting on the client, lender, legal team, or closing step.
Partners cannot edit client files and cannot see unrelated clients or other partners' referrals.
Share a few details so our team can review your request and set up the right partner access if approved.