TrajoMortgage brokers: meetings, files, borrowers
You drive from one meeting to the next, often to people's homes. Those kilometres are deductible, and they get lost because nobody keeps a paper log while driving.
The one profile that keeps the calculator
The mortgage profile turns off MLS, listings, open houses, the buyer portal and prospecting — but keeps the mortgage calculator, with current insurance premiums. That is your trade, not one more real estate module.
The profile table is not a list of removals: each trade keeps what belongs to it.
Your words
The interface says meeting, file and borrower. Not "showing", "listing" and "buyer". The vocabulary is all or nothing — never half translated, because an interface that is half real estate and half mortgage is more confusing than a neutral one.
What you get at year end
A CRA logbook with the date, starting point, destination, distance and purpose of every drive. PDF for the file, Excel for your accountant.
Expenses follow the same path: receipt photo, taxes split out, T2125 categories — meals and entertainment, motor vehicle, other.
What never changes
Whatever the profile, the engine is the same: automatic start detection, GPS jump filtering, offline operation, overnight road matching, and seven years of trip retention — the period the CRA requires for supporting records.
Raw GPS points, by contrast, are deleted after 120 days at the latest. What is kept long-term is the summarised trip, not your minute-by-minute trace.