What is mortgage fulfillment?

Mortgage fulfillment is the process of collecting, validating, organizing, and preparing borrower documents so a mortgage file is complete and review-ready. MBA automates this process with deterministic document processing.

How do mortgage brokers automate document collection?

Mortgage brokers automate document collection using specialized software like MBA that provides branded borrower upload portals, autonomous follow-up reminders, and deterministic document classification. This eliminates manual email chasing and ensures predictable outcomes.

What software do mortgage brokers use in Canada?

Canadian mortgage brokers use specialized mortgage operations software for document collection and fulfillment. MBA Technologies provides deterministic document processing designed specifically for Canadian broker workflows and compliance requirements.

Does MBA Technologies use AI to process mortgage documents?

Yes. MBA uses a proprietary Structured Language Model (SLM) combined with multi-modal computer vision AI to classify, extract data from, and contextually validate mortgage documents.

How fast does MBA process mortgage documents?

MBA processes documents in parallel, with an average end-to-end time of under 60 seconds per document. Multiple documents within an order are processed simultaneously.

How is MBA different from other mortgage document automation tools?

MBA was built by mortgage brokers who experienced document chaos firsthand. Three key differentiators: deep contextual validation, client-facing document collection with intelligent follow-up, and the CDEI engine that understands document meaning, not just surface patterns.

Do I need a subscription?

No. You can create an account and pay $50 + GST per document order, with the full platform included - custom document labelling and email templates too. Subscriptions simply lower your per-order rate as your volume grows.

What is the difference between the plans?

The platform and every feature - including custom labels and email templates - is identical on every plan. What changes is volume and price: Basic ($100/mo) includes 5 document orders a month at a lower per-order rate, plus extended document storage. Pro ($300/mo, $225/mo locked in for early adopters) includes 30 document orders a month, priority support, and early access to new features.

What happens if I use all my monthly document orders?

Your subscription document orders reset every billing cycle. If you run out mid-cycle, you can top up with pay-as-you-go credits - the system uses subscription orders first and top-ups only after they run out. Consistently over your plan? Talk to us about volume pricing.

Do pay-as-you-go credits expire?

No. Top-up credits never expire, and they are kept separate from your monthly subscription orders - including if you later cancel a subscription.

Can I change or cancel my plan?

Yes. You can upgrade, downgrade, or cancel anytime from the billing portal in your dashboard. Changes take effect at the end of the current billing period, and you keep full access until then.

What payment methods do you accept?

All major credit cards (Visa, Mastercard, American Express). Payment processing is handled by Stripe.

One Platform. Priced by Volume.

Every plan runs the same document pipeline, with unlimited client emails. Choose how many document orders you need each month - or pay $50 per document order with no commitment.

Pay As You Go

Full platform access. Pay per document order request.

$50+ GST / order

No subscription, no commitment

1 credit = 1 document order request
Custom document labelling and email templates included
Every processing feature included
Credits never expire

Best Value

MBA Pro

For high-volume brokers and teams who live in the platform.

$225/ mo$300Save 25%

Limited Lifetime Promotion - Enjoy a discounted rate for the life of your subscription by signing up today!

Everything in Basic, plus:
30 document orders included every month
Priority support
Early access to new features

MBA Basic

For brokers with a steady, predictable pipeline.

$100/ mo

Everything in Pay As You Go, plus:
5 document orders included every month
Extended document storage

Prices in CAD, plus applicable tax. Cancel anytime. Manage your plan from the dashboard.

Compare Plans

	Pay As You Go	Basic	Pro
Monthly price	—	$100	$225 promo / $300 regular
Document orders included	Pay per document order	5 / month	30 / month
Effective price per document order	$50	$20	$7.50 promo
Full document pipeline	✓	✓	✓
Unlimited client emails	✓	✓	✓
Secure client upload portal	✓	✓	✓
Custom document labelling	✓	✓	✓
Custom email templates	✓	✓	✓
Extended document storage	—	✓	✓
Priority support	—	—	✓
Early access to new features	—	—	✓
Top-up credits (never expire)	✓	✓	✓

Need more than 30 document orders a month, team seats, or white-label? Talk to us about Enterprise.

What is a document order? One document order covers a complete document-request file: collection through a secure client portal, classification, data extraction, validation, autonomous client follow-up, and a submission-ready labelled PDF package.

Included on Every Plan

Complete Order Processing

Document collection, classification, extraction, and validation in one document order.

Bank-Level Security

Encryption in transit and at rest, complete audit trails, and data stored entirely on Canadian servers.

Branded Client Portal

Clients upload through a secure, personalized portal - no email attachments.

Autonomous Follow-Up

Missing documents and defects trigger systematic, accurate client follow-up - averaging 2.5 emails per document order to completion.

Pricing Questions

Ready to Get Your Time Back?

Create an account in minutes. Your first order proves the workflow.

Questions about pricing? See our FAQ or get in touch.