Zero2File is the operating layer for mortgage brokers.
It sits across existing systems, maintains a single, synchronized view of every file, understands and reconciles supporting documents, keeps clients informed, and eliminates the administrative burden of managing work across multiple applications.
Capabilities
What the operating layer handles.
Email Triage
Every email is read, classified, and answered with a draft in seconds.
Document Filing
Attachments are read & their content is extracted, renamed, and filed to your storage provider automatically.
Pipeline Dashboard
Track every client file from new lead to funded. Never miss a deadline.
Genie
Chat with Genie. He’s the agent that digs into live deals and gets them moving.
In the press
Featured in Canadian Mortgage Professional.
Canadian Mortgage Professional
Canada’s leading independent news publication and digital platform for the mortgage and finance industry.
Read the CMP article“The Finmo API gave us the flexibility to build Zero2File exactly the way we envisioned it. What started as an idea quickly became a powerful workflow and well integrated work steps that helps mortgage brokers operate significantly faster and stay organized. Beyond the technology, we’ve appreciated working with a team that shares our passion for innovation, data security and raising the bar for our industry.”
Get started
Ready to go from zero to file?
Connect your inbox, storage, and LOS. Start clearing conditions and filing deals in minutes.
From the field
Brokers who stopped drowning in files.
“Docs file themselves. That alone paid for it.”