The BluMortgage alternative built for Canadian brokers
BluMortgage is a capable Zoho-based CRM. Broki is a mortgage-native platform you own end-to-end — native Finmo & Velocity sync, portals, renewals, and homeowner reports in one $99 CAD/month subscription.
14-day free trial · $99 CAD/month after
| Feature | BluMortgage | Broki |
|---|---|---|
| Built on | Zoho CRM | Purpose-built mortgage OS |
| Native Finmo & Velocity sync | ||
| Client portal + e-sign | ||
| Partner portal | ||
| Renewal automation | ||
| Automated homeowner reports | Add-on workflow | |
| PIPEDA Canadian hosting | Varies (Zoho) | |
| Own the codebase / roadmap | ||
| Typical solo pricing | $49–$99+ USD/mo | $99 CAD/mo flat |
Why brokers look for a BluMortgage alternative
BluMortgage is one of the most established Canadian mortgage CRMs. It runs on Zoho, which gives it deep template libraries and campaign tooling. Many brokers start there and stay for years.
The friction usually shows up when you want tighter LOS sync, faster feature requests, or one platform instead of Zoho + add-ons. Brokers who've switched to Broki typically cite native Velocity/Finmo flow, owning the full client journey in one UI, and not paying licensing overhead passed through from a third-party CRM stack.
Where Broki wins for Canadian workflow
- Mortgage-native pipeline — not Zoho objects configured for mortgages
- Two-way Finmo & Velocity sync without middleware
- Client portal, partner portal, e-sign, and compliance package included
- Automated monthly homeowner reports on unlimited files
- Canadian-built, Canadian-hosted, PIPEDA-aligned infrastructure
Who should choose what?
Choose BluMortgage if:
- You rely heavily on BluMortgage's 100+ prebuilt Zoho templates
- You're deeply invested in Zoho ecosystem automations
- Your brokerage network mandates BluMortgage
Choose Broki if:
- You want a platform built specifically for Canadian mortgage workflow
- You need Finmo/Velocity data living in your CRM automatically
- You want flat pricing with everything included — no tier surprises
- You want feature requests answered in days, not quarters
FAQ
Can I migrate from BluMortgage to Broki?
Yes. Export your client database via CSV or sync active files from Finmo and Velocity. Most brokers use migration as a chance to clean up stale contacts and renewal dates.
Does Broki have marketing templates like BluMortgage?
Broki includes renewal sequences, partner update automations, document reminders, and homeowner report campaigns out of the box — built for mortgage stages, not generic sales pipelines.
Try the BluMortgage alternative free for 14 days
Native Finmo & Velocity sync. Client and partner portals included. $99 CAD/month after trial.