A faster, more complete onboarding process for debt clients.
FastDox helps Canadian debt and insolvency firms collect financial circumstances, evidence and consent in one connected journey, then prepares a clear file for adviser or LIT review.
- Visa credit card$14,200
- Line of credit$18,750
- Personal loan$8,450
- Canada Revenue Agency$6,900
Debt onboarding isn't a questionnaire. It's an evidence process.
A typical client shares information across calls, forms, uploads, bank data and follow-ups. FastDox brings those pieces into one record that keeps improving.
Financial intake
Household, employment, income, benefits, expenses, assets, liabilities and creditors.
Evidence collection
Bank statements, pay stubs, tax documents, creditor letters, ID and case-specific files.
AI-assisted analysis
Structured answers combined with document data, with areas that need review highlighted.
Client engagement
AI assistance, reminders, portal progress and appointments keep clients moving after hours.
Capture the complete financial picture.
Every area an adviser needs, collected in a structure your team can rely on.
- Personal details
- Household
- Address history
- Employment
- Income
- Benefits
- Housing
- Utilities
- Transport
- Food and household
- Childcare
- Insurance
- Medical
- Secured debts
- Unsecured debts
- Creditors
- Collections
- Assets
- Property
- Vehicles
- Bank accounts
Adviser-ready outputs
- Income and expense summary
- Debt and creditor schedule
- Asset overview
- Supporting document status
- Inconsistencies and clarification items
- Outstanding evidence
- Case readiness status
- Chronological activity history
Ask the next relevant question, not every possible question.
Journeys adapt to each client's circumstances, so nobody wades through sections that don't apply.
Homeowners
Property, mortgage, secured lending and equity questions appear only when relevant.
Vehicle owners
Capture ownership, financing, value and payments without adding questions for everyone else.
Self-employed clients
Route clients to the right income questions and evidence based on employment status.
Multiple creditors
Build a structured creditor schedule that updates as evidence arrives.
Missing evidence
Send targeted requests instead of generic document-chasing emails.
Human review
Escalate advice, regulated decisions and exceptions to the right qualified person.
Your onboarding doesn't have to close at 5 p.m.
AI Client Assist explains approved steps, gathers information, guides uploads and helps book appointments, while controlled matters stay with your team.
- Lead receivedSend onboarding link immediately
- Journey abandonedRe-engage automatically
- Document missingRequest the exact evidence needed
- Appointment bookedSend confirmation and reminders
- Assessment completeNotify the adviser
- Exception foundCreate a human review task
See the complete Canadian debt client journey.
We can walk through lead capture, digital intake, documents, AI financial analysis, banking connectivity, appointments and handoff to your case system.