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[Lender Name]
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Recent activity
You submitted a deal: Minh Tran, Pickering
Sep 29, 2026, 4:40 PM
B. Osei: commitment sent
Sep 22, 2026
H. Kim: condition "Proof of income" cleared
Sep 24, 2026
Deals
The files you sent us and where each one stands.
| Deal | Borrower | Property | Amount | Rate | Your fee | Status | Conditions | Next | Updated |
|---|---|---|---|---|---|---|---|---|---|
| L-2036 | B. Osei | Ajax, ON | $330,000 | 9.99% | $3,300.00 | Commitment sent | 2 outstanding | Borrower to sign commitment by Oct 2 | Sep 22 |
| L-2041 | L. Fraser | Oshawa, ON | $260,000 | — | $2,600.00 | Docs requested | 2 outstanding | Upload mortgage statement and tax bill | Sep 20 |
| L-2044 | D. Chen | Markham, ON | $520,000 | 9.49% | $5,200.00 | New inquiry | — | We're reviewing the file | Sep 28 |
| L-2030 | H. Kim | North York, ON | $610,000 | 9.25% | $6,100.00 | Fee received | — | Lawyers instructed | Sep 24 |
| #1204 | S. Oduya | Mississauga, ON | $95,000 | 12.49% | $1,900.00 | Funded | — | — | Feb 5 |
| #1159 | K. Morrison | Brampton, ON | $240,000 | 10.99% | $4,800.00 | Funded | — | — | Apr 18 |
| L-2019 | T. Wright | Whitby, ON | $180,000 | — | — | Lost | — | Borrower chose another lender | Aug 30 |
Submit a deal
Send us a new file. We review it and let you know once it is set up.
1 · Borrowers
2 · Property
3 · Loan
4 · Documents
5 · Review
If the firm turns off Deal submissions in Settings → Portals, this page shows "Submitting deals through the portal is turned off. Please send new files to us by email."
Broker fees this year
$6,700.00
Referral fees this year
$500.00
Payments
Broker fees on your funded loans and referral fees we paid you.
| Date | Type | Description | Paid by | Status | Amount |
|---|---|---|---|---|---|
| Apr 18, 2026 | Broker fee | #1159 · K. Morrison, Brampton | From the loan advance | Paid | $4,800.00 |
| May 1, 2026 | Referral fee | Referral — #1159 K. Morrison | [Lender Name] | Paid | $500.00 |
| Feb 5, 2026 | Broker fee | #1204 · S. Oduya, Mississauga | From the loan advance | Paid | $1,900.00 |
| Total | $7,200.00 | ||||
Documents
Documents we shared with you and the ones you sent us.
Deal L-2036 · B. Osei
PDF
Tax_Bill_2026_Osei.pdf
You sent · Sep 26, 2026 · Property tax bill · 180 KB
PDF
Commitment_Summary_Osei.pdf
From us · Sep 22, 2026 · Commitment letter · 120 KB
General
PDF
Rate_Sheet_Oct_2026.pdf
From us · Sep 30, 2026 · 90 KB
Messages
Secure messages with our team.
B. Osei — commitment
The commitment went to the borrower today, open until Oct 2. Two conditions are outstanding; you can upload them on the deal page.
Thanks Alex, tax bill uploaded. Void cheque coming Monday.
Requests
Your submissions, condition uploads and questions, and where each stands.
| Request | Type | Loan / deal | Summary | Sent | Status |
|---|---|---|---|---|---|
| PR-1046 | Deal submission | — | Minh Tran · 48 Glen Rd, Pickering · $385,000 · 2nd | Sep 29, 2026 | In review |
| PR-1034 | General request | Deal L-2036 | Document for review: Property tax bill 2026 | Sep 26, 2026 | Submitted |
| PR-1037 | General request | Deal L-2030 | Document for review on H. Kim: proof of income | Sep 24, 2026 | Completed |
| PR-1036 | Deal submission | — | L. Fraser · 12 Simcoe St N, Oshawa · $260,000 | Sep 20, 2026 | Declined |
Signatures
Documents we sent you to sign electronically.
| Document | Sent | Sign by | Status | |
|---|---|---|---|---|
Broker agreement — Summit Mortgage Group | Jan 8, 2026 | Jan 15, 2026 | Signed Jan 9, 2026 |
Profile
Your details
- Name
- Alan Lee · Summit Mortgage Group
- alee@summitmortgage.ca
- Phone
- (905) 555-0190
- Address
- 100 City Centre Dr, Mississauga, ON, L5B 2C9
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