Built by people who got tired of the mess
Every broker we've ever talked to has the same story — a CRM here, a submission portal there, documents in email, and nothing talking to each other. We didn't think that was good enough. So we built Broki.
Broki is a PIPEDA-compliant mortgage broker CRM built in Canada. Pipeline management, client and partner portals, document collection, e-sign, renewal automation, portfolio monitoring, and native Finmo and Velocity sync — $99 CAD/month per user with unlimited mortgage files.
We stopped complaining and started asking a better question
We're a small team, and most of us have spent real time inside the mortgage world — close enough to feel the frustration firsthand, not just hear about it secondhand. We've used the CRMs that promise everything and deliver a clunky interface from 2012.
We've seen brokers paying for three or four subscriptions just to cobble together what should be one simple workflow. At some point we stopped complaining about it and started asking a different question:
"What if someone actually built this right?"
That question turned into Broki.
One platform. Every part of your mortgage business.
We're building the one platform brokers can run their entire mortgage business on — submissions, document collection, client communication, past-client marketing, all of it, in one place, from your phone or your desktop, wherever your day takes you.
No more switching tabs between four different tools just to move one deal forward. No more chasing documents through email threads. No more losing touch with past clients because your "marketing system" was a reminder you set on your phone six months ago and forgot about.
The principles behind every decision we make
Built for how brokers actually work
Not a generic CRM with mortgage terminology bolted on. Every feature is designed around the real rhythm of a mortgage file — fast, mobile, relationship-driven, and a little unpredictable.
Security from day one, not day ninety
You're handling people's financial lives — income documents, identification, sensitive personal information. Security is part of how we build Broki from the ground up, not a feature added after launch.
Built in the open, shaped by brokers
We're not guessing what the industry needs from the outside. We're building this with the people who live it every day — and every broker who tests things out and tells us what's missing makes the platform better for everyone.
One platform, not four subscriptions
Submissions, document collection, client communication, past-client marketing — all of it in one place. No more switching tabs between four different tools just to move one deal forward.
Security, taken seriously — not as a footnote
You're handling people's financial lives — income documents, identification, sensitive personal information. That's not something we take lightly, and it's not something we treat as an afterthought bolted on after launch. Security is part of how we build Broki from the ground up. Your clients trust you with their information. You should be able to trust the platform you're using to hold it.
Meet the people behind Broki
Industry veterans and technology experts working together to revolutionize mortgage brokerage.
Jarrett White
Founder & CEO
Four years in the mortgage brokering industry, ranking in the top 5% Canada-wide within his first two years and named CMP Rising Star 2024. Jarrett has ranked #1 at his DLC VFS franchise for three consecutive years in both volume and GCI — he's not building Broki from the outside looking in, he's building the tool he wishes he'd had the whole time.
Will Yu
Chief Technical Officer
15+ years of software development and project management experience, with a track record of leading software rollouts across the tech and finance sectors. Will brings deep technical precision to building a platform brokers can actually depend on.
A long-term bet that brokers deserve better tools
Broki is being built in the open, shaped directly by the brokers who use it. We're not interested in guessing what the industry needs from the outside — we're building this with the people who live it every day.
The more brokers who back us, test things out, and tell us what's missing, the faster we can build the platform this industry has needed for a long time. This isn't a side project chasing a trend. It's a long-term commitment.
We're not slowing down until brokers have the tools they deserve.
Broki. Built for brokers. Finally.
If that sounds like something worth being part of, we'd love to have you with us.