Common Questions

1. Is my clients data secure ?

We store all data on a military grade secured servers here in Canada. All data is transmitted with encryption onto servers.

2. Q - Is storing the data allowed ?

A - We meet all requirements on storing personal information.

Currently the average agent is storing true images of licences, passports and cheque’s and bank drafts on their mobile devices.

3. Q - Does Fintracker keep a true copy or image of the identification or cheques?

A - Fintracker simply scans the documents and extracts the information required to populate an individual identification form. Choosing a receipt of funds to be added to the transaction will auto populate the receipt form with most data from individual identification form.

4. Q - How does my office receive the form?

A - There 3 ways to use our Application.

  1. Scan, fill, create PDF - email to recipient of choice. (Ie: assistant, Conveyancing or compliance officer)
  2. If your office has made it mandatory and is set up on brokerage level, you will simply save form to compliance officer option.
  3. Scan, fill and create PDF to upload to your deal. (For those using a document management system)

5. Q - Can I search a submitted form for reuse?

A - Not only can you “search previously” submitted forms, Fintracker will notify you if the identification used has expired! Transaction property address will also need to be updated and all other info should be reviewed and verified before submitting.

6. Q - Will I be charged right away?

A - THE APP IS FREE TO USE FOR THE TIME BEING. You will be prompted to choose monthly subscription or annual subscription in the future.

  • Monthly subscription $4.99/ month plus Gst.
  • Annual subscription $29.99/ year plus Gst.

If you decide the app is not for you, simply uninstall and go back to filling forms manually. Boooo!

7. Q - Is there a brokerage discount if we sign everyone up?

A - We offer group rates based on 25, 50, 75, 100 plus agents.

National company discounts and board discounts available. (Branding and licence fees are applicable)

8. Q - When can I get started?

A - NOW!

9. Q - Is the app monitored by Fintrac?

A - Fintracker is owned and operated by real estate professionals and not associated with Fintrac or any governing or regulatory body.

10. Q - Does this meet CREA requirements or guidelines?

A - Fintracker has licensed tbe suggested forms, although is not affiliated with CREA nor does CREA endorse our application. We meet all guidelines and requirements for the reporting and storing of the Fintrac forms.

If you have any further questions or concerns, send us a message.