For lenders, MICs, funds, and brokers

Run your entire lending book on one compliant record.

Adopt Veritex directly into your lender, MIC, fund, or brokerage. It keeps every deal on the right provincial rules, holds documents and approvals in one place, and hands you regulator- and investor-ready evidence on demand, without adding headcount.

Already running behind high-volume lending practices across Canada. Odds are you have already seen it in a transaction.

The idea

Your operation. On one record.

Every deal you run lives in one place: intake, KYC, underwriting, disclosure, funding, servicing, and reporting, all attached to the same record. No reconciling versions across email, drives, and spreadsheets.

When a capital partner or a regulator asks, the answer is one export away, not a week of assembling files.

Why adopt Veritex

Run the compliance, keep the rigour.

The work that slows a lending desk down is the work Veritex is built to carry.

Compliance that stays current

Every province writes its own lending rules. Veritex applies the right ones to each deal and updates them as the law moves, so nobody works from last year's memo.

Diligence-ready by default

Audit-ready records and documented controls are generated as a by-product of the work, ready the day a warehouse lender or investor asks for them.

Configured to how you run

Workflows, approval chains, and disclosures configure to your operating model without code. Keep the counsel you already use, or work with the counsel behind Veritex.

Why it matters

Pass capital-partner diligence without the fire drill.

Institutional money comes with institutional expectations. Veritex produces the evidence they ask for as you work, not the night before the review.

  • One record per deal, accessible by role
  • Documented controls and complete, time-stamped audit trails
  • Regulator-ready and investor-ready exports in minutes
  • Province-aware logic built into every workflow
Built for your role

Configured for who you are.

The same record, surfaced the way each seat in the operation needs it.

01
Lending

For lenders

Underwriting controls, AML screening, conditions tracking, and capital-partner reporting in a single console.

02
Funds

For MICs and funds

Board-ready reporting, conflicts and related-party registers, control testing, and audit-ready governance from day one.

03
Origination

For brokers

Province-aware intake, automated KYC, and clean submission packages. Less time chasing documents, more time closing.

04
Servicing

For loan administrators

Servicing workflows, document automation, and ongoing compliance monitoring across every loan in the book.

05
Capital

For capital partners

Diligence-ready records, documented controls, and the institutional discipline warehouse lenders and investors require from counterparties.

06
Coverage

Every province and territory

One platform across all ten provinces and three territories, with the right rules and disclosures applied automatically.

Two doors. One platform.

Adopt directly, or through your firm.

You are on the direct path. If you would rather have it delivered by counsel, your law firm can offer the same platform.

You are here
For business

Get Veritex for your business

Lenders, MICs, funds, and brokers adopt Veritex directly and configure it to how they operate.

For business
For law firms

Offer Veritex to your clients

Firms deliver Veritex under their own brand: refer, co-deliver, or white-label.

For law firms
Get in touch

See Veritex in your operation.

Tell us how your team handles lending compliance today, and we will show you what changes when it runs on one record.