Sunday, 9:03 p.m.
Your office is closed. Your files are still moving.
Ascend is software that does your brokerage's after-hours work. It replies to new leads, asks clients for missing documents, checks ID and sends follow-ups. By morning every file is further along, and anything that needs a licensed broker is sent to you for approval.
or email rob@ascendautomation.ca
Choose a time
A demonstration. Names are examples and time is sped up.
While you sleep, nothing slips.
An ordinary night on your files. Every step is written down, and anything that needs a licensed broker is sent to you.
A first-time buyer gets a warm reply and your booking link.Answered in 38 seconds.
Someone asks about rates.Stopped and sent to you. Only a licensed broker gives advice.
A client verifies their ID from their phone.The FINTRAC record is saved to their file.
A pay stub arrives for an open file.Checked, filed, and the client is told what's still missing.
Monday, 8:00 a.m.
You start the day up to date.
No long inbox to read. One short summary of what came in overnight, and the one thing that needs you.
- 3new leads answeredavg 41 seconds
- 1rate question sent to youNeeds you
- 1ID check completedsaved to file
- 2files now completeready to submit
Example summary
Help at every stage of the file.
From the first inquiry to the renewal five years later. Each piece does one job for your team. Most offices start with one of these.
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Inquiry
Lead reply
Every new inquiry gets a personal reply and your booking link within a minute, day or night.
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After the call
Follow-up
A clear recap after every call, so clients always know the next step.
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Application
Document collection
A secure place for clients to upload, with friendly reminders until the file is complete.
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Compliance
ID verification
FINTRAC-ready ID checks clients finish from their phone, saved straight to the file.
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Approval
E-signing
Documents out for signature and back on the file, without long email threads.
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After funding
Renewal check-ins
Renewal and anniversary check-ins, sent only to clients who've said yes to hearing from you.
Four rules it never breaks.
It never gives advice.
No rates, no lending opinions, no judgment calls. Those always go to a licensed person.
It writes everything down.
Every step is recorded in order and can't be quietly changed. The record belongs to you.
Client data stays in Canada.
Your clients' personal information is stored and processed only in Canadian cloud regions, including the AI steps.
A person approves what matters.
Set rules decide what's routine. Wherever a decision matters, a named person approves it first.
Works with
Logos are trademarks of their owners and are shown to identify the services we work with. No partnership is implied.
Hi, I'm Rob.
I'm based in the Okanagan, and Ascend is just me, on purpose: the person you talk to on the call is the person who builds your system and keeps it running.
Before building anything for brokers, I spent time inside a working B.C. brokerage, shadowing files from application to funding, so I know where the admin and underwriting hours actually go. I also bring an operations background from property management.
I recently shipped a mortgage calculator app for a B.C. brokerage, now live on Google Play. Their lead and file automation is next.
Rob BlackwoodFounder, Ascend Automation · Vernon, B.C.
Questions brokers ask.
Does the AI (the automated assistant) ever give advice?
No. It doesn't quote rates or make judgment calls. Anything like that is stopped and sent to a licensed broker, every time.
Does it meet FINTRAC and BCFSA (BC Financial Services Authority) requirements?
It's designed to the strictest reading of the rules that apply to you, and your compliance officer signs off before anything goes live. Every build comes with a full record of what the system did, so you can check it yourself.
Where does client data live?
Only in Canada. Your clients' personal information is stored and processed only in Canadian cloud regions, including the AI steps. Your system is hosted where your security requirements point, for example AWS (Montreal), Google Cloud (Montreal or Toronto) or DigitalOcean (Toronto). Personal information is never written to system logs.
Do I have to replace my CRM?
No. It connects to what you already use. Your CRM stays your main system.
How long until it's running?
Usually weeks, not months. Each system starts small and is tested on real leads before it grows.
What does it cost?
One setup fee to build your system, then one flat monthly fee that covers your license, hosting, monitoring and changes. No per-file or per-lead charges. You get exact figures in writing after the call, before anything is signed.
Let's give your office a night shift.
Thirty minutes with me. We'll find the one thing worth automating first. If I'm not the right fit, I'll tell you on the call.