Statements every month and T5s at year end — from the same records.
Because every distribution records exactly what each lender was paid, held and released, statements and tax slips are produced from data you already have — not rebuilt in February.
Step by step
- Each run produces statementsEmailed to the lender and filed on their profile.
- Year endThe T5 preparation summary lists interest paid to each lender in the calendar year.
- Review the slipsDraft slips with box 13 interest and the recipient's details.
- FileExport the data for filing through CRA's channels.
What changes
- T5 season takes hours, not weeks
- Investors get accurate statements on time
- One source of truth for tax reporting
Used by
- Mortgage administrators
- MICs
- Accountants
Capabilities
Monthly statements
Interest earned, held, released, fees and paid.
Annual statements
A full year per lender.
T5 preparation
Paid basis, $50 threshold, held amounts counted when released.
Sub-investor breakdowns
Printed on the head lender's statement.
Investor portal
Statements and slips available online.
Secure identifiers
SINs and business numbers encrypted and masked.
Questions about investor statements & t5s
Does Amortivo e-file T5s?
Amortivo prepares the T5 summary and draft slips; filing is done through CRA's channels using the exported data.
Works together with
Investor distributions
Pay each investor their share of interest collected at their own rate, hold shares on unpaid loans, apply management and referral fees and pay by EFT or cheque.
Learn more →Investor portal
A secure investor portal with positions, distributions, statements and T5 slips, new deal offers, renewal consent and dual-control banking changes.
Learn more →Financial statements & close
Trial balance, profit and loss on an accrual or cash basis, balance sheet, cash flow and GL detail with comparatives, plus a period-close checklist and year-end close.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.