IvaDesk for your industry

Your industry.
Your way of working.

AI assistants, documents and client portals—brought together around the people, processes and review points that matter to your business.

Custom services available now. Examples illustrate workflows we scope around your existing tools; unified platform features remain in development.

Mortgage broker reviewing documents with a couple in a modern office

Mortgage

Bring borrower intake, document requests and the next follow-up together.

Explore workflows
Female insurance advisor walking along a neighbourhood street with two clients

Insurance

Prepare better conversations, organize requests and support ongoing reviews.

Explore workflows
Real estate agent showing a bright home to two prospective buyers

Real Estate

Coordinate leads, client documents and the work across your team.

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Receptionist coordinating appointments at an allied-health clinic

Clinics

Support your front desk, appointment coordination and administrative handoffs.

Explore workflows

Services available now · Platform in development

Start with your existing tools.

We scope assistants, document automation and integrations around your current systems. Explore our professional solutions or view the future IvaDesk platform and approved previews.

Built around the work you actually do.

Mortgage Brokers

Custom workflow scope

Keep the file moving. Keep the broker in control.

Scope a workspace around your application process, from the first inquiry to outstanding conditions and renewal follow-ups.

  • Borrower intake and client portals
  • Required-document checklists and reminders
  • Document extraction and summaries for review
  • Application preparation and condition tracking

Example workflow

  1. 1Borrower inquiry
  2. 2Portal document request
  3. 3Broker review
  4. 4Approved follow-up

Mortgage recommendations, suitability assessments and lending decisions remain with the appropriately authorized professionals and lender.

Discuss your workflow

Insurance Advisors

Custom workflow scope

More prepared conversations. Less scattered administration.

Combine educational support with discovery preparation and organized advisor handoffs. Meet Maya to explore our current insurance education demonstration.

  • Educational chat and voice assistants
  • Discovery preparation and booking coordination
  • Client forms and document requests
  • Policy-review tasks and follow-up reminders

Example workflow

  1. 1Educational inquiry
  2. 2Discovery preparation
  3. 3Advisor conversation
  4. 4Review reminder

Personal recommendations, approved quotations and insurance sales stay with licensed professionals. Maya is an education assistant.

Discuss your workflowMeet Maya

Real Estate & Brokerages

Custom workflow scope

An organized day for agents. A clearer view for the brokerage.

Plan one connected workflow for inquiries, buyer and seller preparation, transaction tasks and team oversight.

  • Lead intake and qualification for agent review
  • Buyer and seller document portals
  • Appointments, transaction tasks and reminders
  • Team permissions and review queues

Example workflow

  1. 1New inquiry
  2. 2Agent qualification
  3. 3Client preparation
  4. 4Approved follow-up

Representation, negotiation and transaction decisions remain with registered professionals. External communications follow agreed approval rules.

Discuss your workflow

Clinics & Healthcare Practices

Discovery pilot

A smoother front desk. More time for your patients.

Start with a discovery pilot around administrative work and your existing systems, with privacy requirements assessed before handling health information.

  • General inquiries and staff handoffs
  • Booking assistance and appointment reminders
  • Administrative forms and request tracking
  • Team coordination and follow-up tasks

Example workflow

  1. 1General inquiry
  2. 2Booking assistance
  3. 3Administrative preparation
  4. 4Staff handoff

Initial scope focuses on administration. Clinical advice, diagnosis and treatment decisions remain with qualified practitioners; health-record processing needs a separate assessment.

Discuss your workflow

Designed with compliance and privacy in mind.

Start with your professional responsibilities, data requirements and approval rules. Then agree which controls and integrations the deployment needs.

Our SilentAuth and Logos Lexicon direction focuses on translating requests into defined actions and checking who may authorize them. These governance integrations remain in development; enforcement is verified for each implementation.

Professional oversight

Define review points for sensitive communications, document sharing and submissions.

Access by role and case

Scope access to the right staff, clients and files, with clear responsibility for approvals.

Reviewable activity

Plan activity and approval records, with retention requirements agreed during setup.

Security throughout the setup

Assess encryption, MFA, backups, updates and incident procedures for each deployment.

Canadian hosting options

Canadian hosting and local deployment options can be assessed during solution design.

Transparent data flows

Document where files, AI processing, recordings, logs and backups go, including third-party providers.

Controls, hosting locations and provider terms are assessed and agreed for each project. Canadian hosting does not by itself mean every AI or third-party service processes data in Canada. IvaDesk supports professional workflows; the business retains its applicable regulatory responsibilities.

Workflow examples and platform visuals are illustrative, not a claim that every feature is production-ready. Mobile and governance integrations are product concepts. No regulator endorsement or compliance certification is implied.

Let’s start with one useful workflow.

Bring your process, existing tools and priorities. We’ll define a practical pilot and the review points around it.

Book a Free AI Workflow Review