Zoho Alternative
The Zoho CRM alternative for mortgage brokers
DIY Zoho — or BluMortgage on Zoho — still isn't mortgage-native. Broki gives you Canadian pipeline, Finmo & Velocity sync, portals, and renewals without configuring a generic CRM.
14-day free trial · $99 CAD/month after
| Feature | Zoho CRM | Broki |
|---|---|---|
| Mortgage workflow out of box | ||
| Finmo & Velocity sync | Custom / BluMortgage | |
| Client portal | Custom | |
| Renewal book management | Custom | |
| Homeowner reports | ||
| Setup & maintenance | Ongoing | Minimal |
| Solo pricing | $20–$100+ CAD/mo + config | $99 CAD/mo |
The hidden cost of Zoho for mortgages
Zoho's sticker price is low. The cost is the consultant hours, broken Zaps, and pipeline that never quite matches how Canadian files move. BluMortgage solves some of that — but you're still on someone else's CRM roadmap.
Who should choose what?
Choose Zoho if:
- You enjoy building and maintaining CRM configuration
- You're already deep in Zoho One for other business units
Choose Broki if:
- You want mortgage software that works on day one
- You'd rather fund deals than maintain CRM objects
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Stop configuring. Start funding.
Mortgage-native CRM with everything included.