Quattro: The Simple Mortgage Platform.CloseMoreDeals.
Quattro gives mortgage brokers full visibility into every deal, from first contact to closing. Upload docs, let AI classify them, and keep your team aligned. No spreadsheets. No busywork.
No credit card required. Free plan with no time limit.
Purpose-built for mortgage brokers
Not a generic CRM. A mortgage workflow platform.
Every feature in Quattro was designed for how mortgage deals actually move, from first contact through funding. Mortgage-specific stages, document categories, and deal types. No configuration required.
- Pipeline stages, lead to funded
- 0
- Deal types across residential, commercial & specialty
- 0+
- Spreadsheets required
- 0
- From signup to first deal
- 0 min
Features
Everything You Need to Close
Full Pipeline Visibility
Never lose track of a deal again
See every deal from lead to funded in one view. 12 stages, real-time status, full visibility at a glance.
Quattro Intelligence
Stop sorting PDFs by hand
Upload documents and AI classifies them instantly. Income letters, appraisals, IDs, and more.
Team Collaboration
Your whole team, same pipeline
Assign deals, invite referral partners, share notes. Everyone sees the same truth.
Document Management
Every file, every deal, organized
No more digging through email attachments or shared drives. Every document, organized by deal.
Quattro Intelligence
Let AI Handle the Paperwork
Stop spending your mornings sorting files. Upload documents and Quattro Intelligence classifies them automatically so you can focus on the deal, not the paperwork.
- Classified the moment you upload
- Income letters, appraisals, IDs, NOAs, T4s. Identified and categorized instantly. No manual steps.
- Every major document type
- QI recognizes 20+ mortgage document categories across income, credit, property, legal, and banking.
- Set it and forget it
- Enable QI on any deal and every upload is handled automatically from that point forward.
Full Pipeline Visibility
From First Contact to Funding. One View.
See every deal across 12 stages. Lead, Pre-Approval, Submitted, Approved, Fulfillment, Funded, and everything in between. Your whole pipeline, always up to date.
- 12 mortgage-specific stages
- Not generic "prospect/qualified/closed" stages. Real mortgage milestones, from Lead through Funded.
- Filter, sort, and search
- Find any deal instantly. Filter by status, assignee, lender, or deal type. See what matters right now.
- Real-time across your team
- Every broker sees the same pipeline state. No sync delays, no spreadsheet version confusion.
Get Started
Up and Running in Minutes
No implementation projects. No training sessions. If you can close a deal, you can use Quattro.
Step 01
Set Up Your Brokerage
Create your account, name your organization, and invite your team. You're live in under two minutes. No credit card, no sales call.
Step 02
Bring Your Pipeline
Add deals manually or import your existing pipeline from Velocity. Borrower info, deal stages, and documents all come with it.
Step 03
Track, Collaborate, Close
Move deals through your pipeline, upload docs and let AI sort them, assign tasks to your team. Less busywork, more closings.
Pricing
Simple, Transparent Pricing
Start free with 25 deals. Upgrade when you're ready. No credit card required.
All prices in CAD. No credit card required. Cancel anytime.
Free
Try the full workflow
$0/month
Get Started Free- Up to 25 active deals
- Borrower & contact management
- Document uploads (500 MB)
- Pipeline view
- Deal notes & activity
- Import from Velocity
- Dashboard & analytics
- Team collaboration
Solo
The full toolkit for independent brokers
$49.99/month
Start Free, Upgrade Anytime- Unlimited deals
- Everything in Free
- Import from Velocity
- Deal notes & activity tracking
- Dashboard & analytics
- Data export
- Deal checklists
- Team collaboration
Team
Most Popular
For brokerages that want to scale
$99.99/month
Start Free, Upgrade Anytime- Everything in Solo
- Unlimited team members
- Assign deals to brokers
- Invite referral partners
- Quattro Intelligence (AI)
- In-app notifications
- Priority support
- Unlimited storage
Our Story
Built by Brokers, for Brokers
Quattro was born out of frustration with the tools mortgage professionals are forced to use. We built the platform we wished existed.
"We spent years managing deals across Velocity, spreadsheets, and email threads. Pipeline visibility was a fantasy. Quattro is the tool we built because nothing else worked the way brokers actually need it to."
Quattro Team
Founders
FAQ
Frequently Asked Questions
Everything you need to know before getting started.
Your Deals Deserve Better Tools
Stop managing your pipeline across spreadsheets, email, and outdated software. Start closing with Quattro.
No credit card required — free plan, no time limit
