📄 Secure Document Submission Live in DealFlow — At No Cost
In today’s fast-paced financing environment, speed and security are everything — especially when it comes to getting deals funded. That’s why we’re excited to announce that Secure Document Submission is now live and available to all DealFlow users at no cost.
With this new feature, dealers can upload, manage, and send income, funding, and custom document packages to any Canadian lender, right from the same platform they already use to submit credit applications.
Why It Matters
Getting funding packages to lenders has historically been a clunky process — disconnected systems, manual email threads, and unclear document tracking. We’ve eliminated all that.
With Secure Doc Submission, you get:
A single workflow from application to funding
Secure digital document transfer with full encryption and audit trails
No additional fees — this is included with DealFlow at no extra cost
Full flexibility — upload documents yourself or collect them through your branded Dealer Portal
How It Works
✅ Upload Documents: Dealers can drag and drop files directly into the deal in DealFlow.
✅ Use the Dealer Portal: Customers can upload required documents directly through your white-labeled Dealer Portal — a seamless, professional experience that saves time for both sides.
✅ Send to Any Lender: Once your document package is complete, send it directly to any lender in Canada with just a few clicks.
✅ Track Everything: Know exactly when documents are uploaded, sent, and viewed — all with built-in audit tracking.
What’s Included?
This feature supports all common income and funding workflows:
Proof of income
Void cheques / PAD forms
Insurance docs
Bill of sale / vehicle registration
Custom requests from lenders
And because it’s all built directly into DealFlow, there’s nothing new to learn and no need for a separate tool.
