MortgageCompleteLab: use made-up details only (an email ending in example.test and a 555-01XX mobile). Your codes appear in the lab inbox.
Sign up
Enter the sign-up PIN.
Get started
One email from your work mailbox is all it takes.
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Send us any email
From your work mailbox, with your signature. This page fills itself in as soon as it arrives.
How your email checked out
Is this you?
We filled these in from your email. Change anything that's wrong.
We didn't find a signature in your email, so fill in what's missing. We can build you one at the end of this screen.
Your email signature
Paste it into your email program's signature settings.
What's your name?
As it appears on your licence.
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Your brokerage
Clients see this as "Brokerage · Team".
Where are you licensed?
Tap every province or territory that applies.
Your licence number
Choose your link
Clients use it to send you their documents.
Your mobile number
Your email is confirmed. Check your mobile number; we'll save it as you enter it.
Secure your account
Choose how you'll sign in. Every sign-in is checked twice.
Add your photo
Clients see it on your upload page.
Send any email with your signature to this address, from :
We'll show the headshot we find here, usually within a minute.
How clients will see you
Invite your assistants
Up to two. They'll see your clients and files, but not your settings.
Add a second email
Documents sent from it can reach you too. You'll still sign in with your main email.
Start your 60-day free trial
Your card is checked now and charged only on day 60. Cancel any time before then.
After your trial: a month
Stand-in
The card step isn't connected yet: Stripe test mode is still to come. Nothing is collected here.
Test mode: use a Stripe test card such as 4242 4242 4242 4242, any future date, any CVC.
Ready to go live
Your link, your docs email and your texting number are set up now.
You're live
- Your link
- Your team link
- Your docs email
- Your texting number