A comprehensive fillable client intake form capturing all essential information for initial case assessment. Includes personal details, immigration history, education and work experience, language test scores, family information, financial details, and specific program interest sections. Designed with clear instructions and logical flow to minimize back-and-forth during onboarding. Available as both an editable Word document and fillable PDF.
A pre-screening questionnaire sent to potential clients before their paid consultation. Covers basic eligibility indicators for major programs (Express Entry, study permits, work permits, family sponsorship), previous immigration applications and refusals, timeline expectations, and budget considerations. Helps consultants prepare for the meeting and makes consultations more productive and focused.
A detailed preparation guide for clients facing IRCC or visa office interviews. Covers what to bring, how to dress, common interview questions by program type, how to answer sensitive questions about gaps in employment or previous refusals, body language tips, and what to do if something goes wrong during the interview. Reduces client anxiety and increases approval chances.
A comprehensive guide explaining proof of funds requirements by immigration program, including minimum thresholds by family size, acceptable document types (bank statements, investment certificates, fixed deposits), formatting requirements, currency conversion guidelines, and common mistakes that lead to refusals. Includes a calculation worksheet and sample bank letter request template for clients.
Step-by-step visual guide for clients to create and navigate their IRCC online account. Covers GCKey registration, linking applications, checking status updates, uploading documents, responding to requests for additional information, and troubleshooting common portal issues. Written in simple, client-friendly language with screenshots and numbered steps for each action.
A clear guide walking newcomers through the Social Insurance Number (SIN) application process. Covers eligibility by immigration status, required documents, Service Canada office locations and hours, online application option, processing times, and what to do if documents are in a foreign language. Includes tips for protecting the SIN number and understanding its importance for employment and taxes.
A preparation sheet for clients scheduled for biometrics collection. Explains what biometrics are, where to go (VAC locations by country and city), what to bring (biometric instruction letter, passport, payment receipt), what to expect during the appointment, processing timelines after collection, and what happens if an appointment is missed. Includes tips for children and persons with accessibility needs.
Step-by-step instructions for international students to purchase a Guaranteed Investment Certificate (GIC) as required for the Student Direct Stream (SDS). Covers participating Canadian bank options (Scotiabank, CIBC, SBI Canada, ICICI), required deposit amounts, documentation needed, processing times, how GIC funds are released after arrival, and a comparison of fees and features between providers.
A comprehensive guide explaining the immigration medical examination process. Covers when a medical exam is required, how to find a panel physician in your country, what to bring to the appointment, what the exam includes (physical, blood tests, X-ray, urinalysis), processing timelines, medical inadmissibility conditions, and what happens if a medical condition is flagged. Reduces client stress about this often-feared step.
Client-facing instructions for securely uploading documents to your firm's file-sharing portal or IRCC account. Covers accepted file formats, maximum file sizes, naming conventions, scanning tips for clear document images, how to combine multiple pages into a single PDF, and step-by-step upload procedures. Reduces incorrectly formatted submissions and saves consultant time on document management.
An analytical framework and response planning tool for handling visa refusals. Includes a refusal reason analysis worksheet, common refusal grounds with targeted response strategies, reapplication checklist, appeal options assessment (Federal Court judicial review, GCMS notes request), timeline planning, and client communication templates for delivering difficult news with empathy while outlining next steps.
All items in this category are included in the AnyImmi Bundle.
