4CAPITAL Partner tools portal
Create a client link Open tools

One link. Clean intake. Faster approvals.

This portal gives referral partners a single place to generate a client-ready link, and route your clients into the right 4Capital intake tool without back-and-forth.

Authoritative, client-centric
Mobile-friendly
Export-ready
Canadian spelling

How you use this

  1. Select the tool your client needs.
  2. Add your referral code (so we know who sent them).
  3. Copy the generated link and send it.
Tip: Use the “Send email” button to generate a ready-to-send email draft.

Tool library

Open a tool, or generate a client link that includes your referral code.

Client-facing

Client Intake

Primary intake for your client. Best starting point if you are unsure.

Open
Client-facing

Rent Roll (CMHC format)

Structured rent roll with inclusions, and export options.

Open
Client-facing

Personal Net Worth Statement

Borrower net worth capture with totals and printable output.

Open
Internal / shared

Document Tracker

Track what is pending, received, approved, or not applicable.

Open
Internal / shared

Portfolio DSCR

Portfolio-level debt coverage analysis with summary dashboard.

Open
Partner-facing

Referring Agent Intake

For referral partners to submit a new file with structured context.

Open