Comparison
Generic CRM vs mortgage CRM for Canadian brokers
HubSpot, Zoho, Salesforce, and Pipedrive can be forced to work — but you lose renewals, LOS sync, portals, and compliance. Here's what a mortgage-native CRM includes instead.
14-day free trial · $99 CAD/month after
| Capability | Generic CRM | Mortgage CRM (Broki) |
|---|---|---|
| Mortgage pipeline stages | Custom build | Built in |
| Finmo & Velocity sync | ||
| Renewal book + 120-day sequences | ||
| Client document portal | ||
| Realtor partner portal | ||
| Homeowner equity reports | ||
| Compliance package export | ||
| PIPEDA Canadian hosting | Often US |
What generic CRMs do well
Generic CRMs excel at contact management, email sequences, and reporting for standard B2B sales. If your business is primarily lead-gen for a call centre, they work.
Where they fail mortgage brokers
- No concept of funded book, maturity date, or renewal window
- No native connection to Finmo, Velocity, or Filogix
- No client portal for document collection and e-sign
- No partner update automation for realtor referral channels
- US-hosted data creates PIPEDA questions for Canadian client files
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Use software built for your job
Broki is the mortgage CRM generic platforms pretend to be.