Tech Hub

CRA Document Retrieval Made Simple

From tools that streamline your workflow to insights on where the industry’s heading, we break it down in a way that’s easy to follow—and actually useful. Whether you’re running a small business or scaling up, there’s something here to help you move forward.

CRA Document Retrieval Made Simple

Meet the Client

SnapNOA is Canada’s trusted leader in CRA document retrieval, serving mortgage brokers nationwide. Their mission is simple: streamline the approval process by quickly and securely delivering essential tax documents—saving brokers time, reducing client delays, and helping more deals close faster. With competitive rates, top-tier security standards, and a user-friendly system, SnapNOA has become the go-to partner for brokers who want seamless transactions and effortless client service.

The Challenge

Mortgage applications depend heavily on timely access to CRA tax documents, but traditional processes left brokers and their clients frustrated. Clients often struggled to retrieve the right forms themselves, opening the door to delays, errors, and even document forgery risks.

SnapNOA recognized a clear opportunity: simplify document collection, eliminate the client bottleneck, and strengthen document security. However, doing so meant creating a system that could handle high volumes securely, integrate with existing mortgage CRM platforms, and provide a smooth, professional experience for brokers and clients alike—all while maintaining strict privacy and compliance standards.

The Solution

We partnered with SnapNOA to build a comprehensive, secure platform that transforms how mortgage brokers collect CRA documents. Key features include:

A standardized, intuitive process for brokers to submit and manage document requests

A dedicated SnapNOA portal for independent brokers with subscription access

A custom-built Mortgage Broker application to streamline document submission and retrieval

A powerful API integration, allowing brokers to make requests directly from their existing CRM systems—no additional platforms needed

Secure, CRA-approved delivery processes, eliminating risks associated with unprotected email attachments

Every element was designed to remove friction, speed up transactions, and elevate the client experience.

How They’re Winning Today

Today, SnapNOA empowers mortgage brokers across Canada to deliver faster approvals and close deals with ease. Brokers can now:

Process document requests securely and efficiently

Eliminate the risk of forgery by removing client-handled documents

Integrate document retrieval seamlessly into their existing CRM workflows

Reduce turnaround times from weeks to mere hours

By securing the process and simplifying the user experience, SnapNOA has helped brokers achieve higher client satisfaction, faster closing times, and greater credibility with lenders—cementing SnapNOA’s place as a vital partner in the mortgage industry