CornerStone IQ reads your clients' documents, qualifies the file, catches the compliance issues, and gets everything Filogix-ready — so you spend your time on clients and deals, not data entry.
Brokers win deals on relationships and judgement — not on chasing PDFs and re-typing income figures. CornerStone IQ exists to give brokers their time back and to make every file cleaner before it reaches a lender.
Automate the repetitive work — reading documents, tracking what's missing, running the numbers — so a broker's day goes to clients, not clerical tasks.
Surface the things that sink files — taxes owing, partial-year income, rental on a property the client doesn't own — before the lender ever sees them.
Consistent, accurate qualification and a clean Filogix package every time — fewer back-and-forths, faster approvals, more deals closed.
Every part of the file lives in one place and keeps itself up to date.
Identifies each document type and reads the numbers off it — T4 box 14, NOA lines and balance owing, T1, pay stubs and bank statements — automatically.
A precise income engine handles every method — salaried, variable, self-employed, rental, commission and more — then computes GDS/TDS and the maximum loan.
A second-opinion engine flags taxes owing, partial-year T4s used as annual income, rental income on non-owned property, recent debt before closing, and more.
A live checklist shows exactly what's in and what's outstanding, with a clear banner the moment something's missing — and every received file downloadable in one place.
Turns the finished file into a structured, Filogix-ready submission package — the summary, the data, and the document manifest — in a single click.
Each broker connects their own inbox, so document requests go out from — and replies come back to — their real address. Replies are read and filed automatically.
Start a file and request the documents you need. Replies land in your own inbox.
The program reads each file, identifies it, marks the checklist, and pulls out the income figures.
Income method, ratios and maximum loan are computed automatically — and any compliance issue is flagged.
Review, adjust anything by hand, and export a clean Filogix package in one click.
Open any client and the workspace already reflects the latest documents — read, classified, qualified, and checked.
Built so that what makes a brokerage competitive — its files and its process — stays private.
Sign in to the workspace, or have your clients follow their application in the portal.