Available Packages
Scarlett Mortgage offers a variety of supplementary features designed to assist you in acquiring file information and ensuring that your transactions proceed seamlessly. Please note that these valuable features are available for an additional fee.
Related Training
Services Available
à La Carte
DocuSign - $2.50/envelope
Opta - $13.00/ea
Bank Statements via Flinks - $2.50/account
CRM & Automation Package
$49/month
Automation for Deals and Leads
Lead Management
Pipeline – Dynamic and Group
Filters and Scheduled Reports – include basic deal filter for free
Genius – included on the recommender for free
Communications Tab
Scarlett Agent Website Package
$39/mo
Agent website builder and user site
Scarlett Mortgage - Convenience Package
$99/mo
Unlimited Esign requests
Unlimited Bank Statements
6 Free OPTA pulls per month
FINTRAC & AML
These costs are as billed from the service provider at no additional markup
Service Provider | Service Included | Cost | |
ID Verification | Equifax | ID Verification & AML Assist (Using the waterfall approach) | $0.90/ea |
Equifax | ID Verification, Digital Verification Service & AML Assist (Using the waterfall approach) | $1.85/ea | |
Verifast | Digital Verification Service, PEP, Sanctions List & Adverse Media | $4.00/ea (40 credits) | |
PEP Screening | Equifax | PEP & Sanctions List | $0.65/ea |
Verifast | PEP & Sanctions List | $2.20/ea (22 credits) |