Broker DocFlow reads your live Scarlett checklist, reminds every applicant automatically, analyzes documents with AI, and tells you exactly which deals need attention — while you stay focused on funding.
See Broker DocFlow in action — 2:52
Six tools that work off your live Scarlett pipeline — nothing to import, nothing to sync, nothing to maintain.
DocFlow reads each deal's live checklist and emails applicants on your schedule until every document is in — then stops on its own. Escalations, send windows and per-step templates included.
Every uploaded document is OCR'd and reviewed by an AI underwriting engine — document type, tax year, income figures and risk flags in seconds, rated green, yellow or red.
Generate lender-ready submission narratives, diagnose stalled deals, run compliance checks, and match deals to live lender rates — each one a single click.
Trigger-driven email workflows the moment a deal changes stage, gains a tag or switches agents — plus scheduled campaigns, birthday clubs, renewal follow-ups and monthly newsletters.
Every send is gated by a live CASL consent check against Scarlett. A brokerage-wide consent dashboard, one-click unsubscribe and automatic opt-out suppression keep you audit-ready.
Stale-deal alerts, week-over-week movement, delivery-funnel reporting, and a scheduled hygiene report that flags deals missing tags, closing dates or loan amounts — before they bite.
DocFlow connects to Scarlett with your existing credentials. Your data stays where it is; we never copy your book.
Each agent links their own Scarlett DOS credentials. Your pipeline, checklists and consent records appear instantly — fetched live, never cached.
Done-for-you onboarding is included in every plan: we port your email templates from Scarlett, configure your reminder cadence and stand up your core Playbook automations.
Reminders go out on schedule, documents get analyzed on upload, automations fire on deal changes — and your dashboard shows exactly which deals need a human.
Playbooks are done-for-you email programs that fire off your live Scarlett pipeline — we set them up, you take the credit.
Every new lead gets a warm, professional first touch the moment they land in your pipeline.
Every client gets a personal note on their day — automatically, year after year.
A branded monthly edition with fresh content you approve before it ever sends.
Reach past clients months before their term matures — before the bank's retention team does.
Celebrate the close, ask for the review and the referral — while the excitement is real.
Clients hear from you at every milestone — submitted, approved, ready to close — without you typing a word.
Keep realtors and solicitors in the loop as their shared deals move — they'll remember who kept them informed.
Stay present with your whole book between transactions — rates, tips, market notes.
Playbooks are included with annual plans and set up for you by our team — every send stays CASL consent-checked. Need something bespoke? We build custom Playbooks to order.
Most email tools treat CASL and PIPEDA as your problem. DocFlow treats them as engineering requirements.
Before any email leaves the building, DocFlow verifies the applicant's communication consent directly in Scarlett. No consent, no send — and unverifiable always means blocked.
DocFlow stores no borrower documents and no applicant data. AI features run behind a recorded client-consent gate, personal identifiers are scrubbed before any AI call, and OCR text is discarded after analysis.
One-click unsubscribe on every email, automatic suppression across reminders and automations, and a worklist that tells your team exactly which records to update in Scarlett.
Every plan includes automated reminders, Playbook automations, the pipeline dashboard and done-for-you setup. Annual billing gets 2 months free.
Layer AI document analysis, submission narratives, stall diagnostics, compliance checks and lender matching onto any Starter+ plan. Monthly action allowances, top-up packs available.
All prices in CAD. Annual billing = 10 months charged, 2 free. Email & AI top-up packs available anytime.
No. Scarlett DOS remains the single source of truth. DocFlow fetches your pipeline and checklists live on every request and stores no applicant documents — only reminder history, your settings and AI results.
Yes — by design. Every email is gated by a live per-applicant consent check against Scarlett, one-click unsubscribe is on every message, and opt-outs automatically suppress all future sends.
No. Every email plan includes automated reminders, Playbook automations and the full dashboard. The AI add-on is optional and layers document analysis and deal intelligence on top of any Starter+ plan.
Most brokerages are live in under a week. Done-for-you setup is included in every plan — we port your Scarlett email templates and stand up your core automations for you.
Broker DocFlow is purpose-built for Scarlett DOS. Agents connect with their existing Scarlett credentials — no data migration, no imports, nothing to maintain.
Book a live demo, or ask us anything — we'll reply within one business day.