Compliance Updates
PurView Update
Published on 19 Aug 2024
PurView has made some changes which will no longer allow us to pull PurView reports on your behalf unfortunately. They need a record of who is pulling each report through their system directly for regulatory and compliance purposes.
A new subscription option is now available!
However the PurView team has heard your feedback and are happy to now offer a subscription of 10 reports for $100 annually. When it comes time to either start or renew your subscription, you’ll have the option to select either the 50 report or the 10 report package!
What happens if I have unused reports left in my account?
Unused reports left in your account will be carried over into your renewed subscription. If you fail to renew your subscription the reports will expire.
How do I create a subscription:
Follow these instructions to start a subscription:
- Go to PurView: https://www.purview.ca/
- Click Subscribe
- Click on the box "Are you a mortgage broker?"
- Select the annual subscription package that works best for you: 50 reports or 10 reports.
- Our discount code is PINE20 - which gets you 20% off the 50 report package.
- Apply your discount code and proceed to enter your credit card details. The discount code will not be applicable for the 10 report package.
- That’s it! Your annual subscription is in place for 12 months.
How do I renew my subscription?
Follow these instructions to renew your subscription:
- Login to PurView within 10 days of your subscription expiration date https://apps.purview.ca/purview/
- Click on "Dashboard" at the top of your screen.
- Click the “Renew My Subscription” button.
- Select the annual subscription package that works best for you: 50 reports or 10 reports.
- Our discount code is PINE20 - which gets you 20% off the 50 report package.
- Apply your discount code and proceed to enter your credit card details. The discount code will not be applicable for the 10 report package.
- That’s it! Your annual subscription has been renewed for another 12 months.
You have the option to replenish or 'Top-Up' your reports if you run out in your 12 month subscription period. Click on "Dashboard" at the top of the PurView screen and then click on 'Top-Up My Reports'. Topping up allows you to add additional reports to your account but does not renew your subscription.
Please note, if after 60 days you have not renewed your PurView subscription, you will be locked out of your account and you will no longer have access to any unused or previously generated reports.
If you have any questions about subscribing or renewing your PurView subscription, please contact PurView’s Customer Service Centre at 1-855-787-8439 or via email at Purview@teranet.ca.
Any other questions, please let Rebecca or Christa know.