Client Portal
Upload your mortgage documents securely in one place
Ready to upload your documents?
Our secure client portal lets you upload documents, track what we have received, and see what is still needed, all in one place. No more emailing attachments back and forth.
Our client portal is coming soon. In the meantime, please email your documents to mortgages@thetaylorteam.ca
How It Works
Get Your Link
When we begin working together, you will receive a personal portal invitation via email and text.
Upload Documents
Log in and upload the documents on your checklist. Photos from your phone work fine for most items.
We Review
We get notified instantly when you upload. We will review and let you know if anything else is needed.
What Documents Will I Need?
The documents depend on your mortgage type. See the checklist on the page for home buying, refinancing or renewals. Your specific checklist will be in your portal.
Have questions about what to upload, or need help with the portal?