Everything Starts With Fintracker

Fintracker Features

Smart Verification

Remote ID Verification

Verify clients seamlessly from anywhere.

Interac Verified Bank Verification

A reusable credential throughout the real estate transaction.

In-Person ID Verification

 

Instant Data Transfer

Auto-populate forms using data from ID scans.

Complete Compliance Solutions

Audit-Ready Programs

End-to-end customized compliance manuals and policies.

Brokerage Risk Assessments

Gap assessments and risk assessments.

Education & Training

Modules, testing, and certificates.

Screening & Ongoing Monitoring

Screen for watchlists, sanctions, PEPs/HIO, and more.

Full Audit Trail

Files are searchable and audit-ready.

One Platform, Every Device

Web & Mobile App

Available in English and French.

Completely Paperless

100% online, no manual paperwork.

Centralized Admin Portal

Manage users, permissions, and compliance activity from one secure dashboard.

Enterprise-Grade Security

Following SOC 2 Standards

Data protection and audit-ready infrastructure.

Secure Storage & Transmission

PII is masked and encrypted.

Enhanced Admin Security

Administrator access protected with two-factor authentication.

Why Use Fintracker?

When you use Fintracker, you benefit in many ways. Here are a few reasons to use Fintracker.
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Agents

  • Uninterrupted listing or purchase presentations.
  • Reduce errors in submissions.

  • Reuse client identification for future transactions.

  • Qualify buyers and sellers with confidence.
  • Automate screening and monitoring obligations.
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Brokerages

  • Eliminate administrative and conveyancing friction.
  • Eliminate deficiencies in submissions.
  • Manage compliance through a centralized portal.
  • Track client screening and monitoring in one place.
  • Store all client data securely in an audit-ready system.
  • Reject forms and provide comments to agents.
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Environment

  • One tree can produce approximately 10,000 sheets of paper.
  • Outdated manual systems are harming the environment with every transaction.
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Testimonials

Hear the great things people are saying about Fintracker
  • quote

    Simply put, WE LOVE Fintracker! It makes our job easier, faster and more accurate. The quick scanning of ID is the way to go when filling in the Fintrac and receipt of funds forms. The app also reminds you of areas you need to fill in.

    You can email the fully completed forms to yourself and your compliance person ensuring that you get paid on that deal. The data is secure and private so there is no need to worry about that. Thanks for making our jobs easier!

    MelodyAnn Thornton and Dale Dyer

    Power of 2

    MelodyAnn Thornton and Dale Dyer
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    We have been using Fintracker for a few months now. The feedback from agents has been very positive. A vast majority of our clients present their driver's license as a form of ID. The Fintracker app scans the license with ease. The benefits are immediate. As the Compliance Officer, I appreciate having typed forms every time. It's much cleaner and I can reconcile the forms in a quick and efficient manner. Agents love how fast they can perform this part of their job. We have asked all our agents to use the app.

    Leonard Howell

    Sam McDadi Real Estate inc Brokerage

    Leonard Howell
  • quote

    One of the best apps we have in our Real Estate business. It is also a great environmental app as it saves a lot of trees. I have not used paper, with the exception of a corporation deal, in 2 years. It is also so fast to fill out because of the scanning and leavesa neat and clear FINTRAC form for the conveying people.

    They are very happy with this as they can clearly read it now. I also have clients who buy more than one property, which saves me from having to get their information again. This is great. I think it should be mandatory for all REALTORS® to be using this. Once they fill in a couple, they will not want to go back to paper form.

    Terry Christianson

    Ethos Realty Winnipeg

    Terry Christianson
  • quote

    Fintracker is one of the best things to hit the Real Estate Market! It's quick, it's easy and it's efficient! A simple scan of a driver's license or passport, a few clicks and your client ID is either saved or passed on to your office for processing! Anything to make the paper trail easier is a game changer for me!

    Every Broker in Canada should make this app mandatory for all agents. No more sloppy handwritten forms, and most importantly, no more missed information for administrative staff. No more chasing agents down in order to finalize a file. This is a NO-BRAINER!

    Linda vanden Broek

    RE/MAX

    Linda vanden Broek
  • quote

    This app ROCKS! I now get the forms filled out correctly. Had no idea we were supposed to fill out some of the questions asked. More importantly, it gets done! On time and sent to the office for filing with just a click of the button. Really, if you're not using this app yet, you're missing out on saving a lot of time, not to mention the paper.

    Dawn & Lawrence Setter

    RE/MAX First Realty

    Dawn & Lawrence Setter
  • quote

    We love Fintracker. It's easy to use, professional and reduces the administrative burden on our office. Integrating this app into our company was a no brainer.

    Alicia Busch, B.A. GRP

    The Property Exchange Group Inc.

    Alicia Busch, B.A. GRP

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