For mortgage brokers
See the financing deadline from day one.
The financing condition is usually the tightest date on a deal, and the broker is often the last to get the full agreement. On a Clearity Deal you see the accepted offer, the condition deadline and the closing date as soon as the Deal opens.
Deal
14 Alder Row, Guelph
- Offer acceptedSep 18
- Financing conditionSep 25
- FirmAfter conditions
- ClosingNov 14
Buyer’s agent
Host- Signed agreement of purchase and sale
- Amendment: closing moved to Nov 14
- Send waiver once financing clears
Mortgage broker
GuestYour seat
- Lender commitment uploaded
- Appraisal completed
- Confirm financing so the condition can be waivedDue Sep 25
Real estate lawyer
Guest- Agreement and amendment received
- Title search ordered
- Requisition date Oct 30
Buyers
Client- Upload ID for the lawyerNeeded
- Arrange home insurance before closing
Mortgage broker uploaded Lender commitment.pdf. The agent, the lawyer and the buyers can all see it.
Today, one deal is a dozen threads.
A few subject lines anyone in the business will recognize:
- Can you send the full APS? I only have page 1
- RE: When does the financing condition expire?
- Lender is asking for the listing and the amendment
- FW: Lawyer’s details for the file
On a Clearity Deal
- Free when you are invited
- When an agent or lawyer adds you to a Deal, you pay nothing. That holds on every Deal you are invited to.
- The whole agreement from the start
- The accepted offer, schedules and amendments are on the Deal, not forwarded to you one page at a time.
- The condition deadline in front of you
- The financing condition expiry and closing date sit on the shared timeline next to your own tasks.
- Upload the commitment once
- The agent sees financing is in place, and the lawyer knows which lender to expect, from a single upload.
- Host Deals for your own clients
- When a client comes to you before they have an agent or a lawyer, you can Host the Deal and invite them when the time comes.
- Be found by agents
- Verified mortgage brokers are listed in the Directory, where agents pick a broker for a client who has not arranged financing.
What it will cost you
When you are invited
Free. A Professional invited onto someone else’s Deal is a Guest and never pays for it.
When you open Deals
Mortgage brokers who open their own Deals are Hosts. Hosting is a monthly plan for each Professional, with its own pricing for brokers. Ask us for pricing.
Listed in the Directory
Hosts are verified and listed in the Directory, which is where agents look when a buyer needs financing arranged.
See your next financing deadline from day one.
Set up your account, open a Deal for a transaction you are working on, and invite the other people on it. Anyone you invite joins free.