🔍 Set Up Your Mortgage Monitor

🔐 Create Secure Account & Upload Statement

Some fields may appear in the account setup

— most can be skipped

You’ll be asked to upload your mortgage statement

— usually a PDF from your bank or lender

👉 Your mortgage statement is all we need to begin

What we review

We use your statement to understand key details like:

• your rate, term, and structure

• lender terms and restrictions

• fine print that could affect your options

How this helps you

With that, we can:

• identify when to stay variable or lock into fixed

• spot opportunities based on timing

• monitor your mortgage as conditions change

You can upload your statement now or later

What happens next

• We review your mortgage

• We reach out once to understand your goals

• Then we monitor and alert you when it matters

👉 No ongoing calls — just one check-in, then hands-off monitoring