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“A Mississauga mortgage broker got flagged during a FINTRAC audit because three client ID verification forms from Q2 were saved as unsearchable phone photos in a Google Drive folder labelled 'Misc 2025.'”

Every real estate and mortgage transaction in Canada requires FINTRAC compliance: client identity verification, source-of-funds documentation, suspicious transaction reporting, and records retained for five years. Brokerages cobble this together with PDFs, shared drives, and spreadsheets. One audit and the cracks show immediately.

“A Toronto realtor imported 1,400 open house leads into her CRM over two years, never set up a follow-up sequence, and discovered a lead she'd ignored had just bought a $1.2M semi through another agent.”

Real estate agents collect leads aggressively but follow up inconsistently. CRMs become graveyards of names with no next action. Without automated nurture sequences, the agent who responds fastest wins. The average real estate lead takes 12 to 18 months to convert, far longer than most agents' manual follow-up lasts.

“A Brampton brokerage owner manually splits commissions for a 14-agent team. Last quarter, a co-op split on a $780,000 sale was calculated before HST and desk fees, overpaying the agent by $1,100.”

Real estate commissions involve co-op splits between brokerages, agent-brokerage splits that vary by tier or cap, desk fees, HST, franchise fees, and sometimes referral fees. Doing this math manually for every closing across a team means errors are inevitable, and they always surface on payday.

“A Hamilton real estate team tracks deals in Trello, stores documents in Dropbox, manages conditions in a Google Sheet, and communicates with lawyers via email. A financing condition got missed on a $650,000 closing because nobody checked the spreadsheet.”

A single real estate transaction involves 30 to 50 documents and a dozen critical dates: offer acceptance, conditions, inspection, financing, title search, closing. When these are spread across email, cloud drives, project boards, and spreadsheets, conditions slip through and closings get delayed or collapse.

“A Toronto property manager with 40 rental units gets maintenance requests via text, WhatsApp, email, and voicemail. A tenant's basement leak report sat unread in WhatsApp for five days until it became a $9,000 remediation job.”

Small-scale property managers don't have a ticketing system, so tenant requests arrive through whatever channel the tenant prefers. There's no priority triage, no tracking, no audit trail, and no way to prove response times if a dispute reaches the Ontario Landlord and Tenant Board.