Optional $499 CAD done-for-you onboarding. We migrate your book, match your pipeline stages, connect your LOS, and walk a live file with you — so you don’t rebuild everything by hand.
Pay $499 CAD first · then fill out the intake · You can skip it. Most brokers shouldn’t.
The same book you have today — files, people, notes, commissions, partners — organized in Broki the way you already run deals.
Every deal comes over with the mortgage details you already work from — not a stripped-down contact list.
Borrowers, co-borrowers, and related contacts land in Broki so your book is intact on day one.
Conversation history and file notes migrate with the deals, so nothing lives only in the old system.
Existing commission records come across so tracking doesn’t restart at zero.
Realtors, lawyers, and other referral partners move with you.
We organize files into the stages you already use — your process, not a generic Broki default.
We integrate Filogix, Velocity, Finmo, Scarlett, or Boss so new files keep flowing.
After the migration, we run a demo on a real file so you know exactly how your book lives in Broki.
Checkout via Stripe, then come back and submit the intake so we can begin your onboarding.
Secure checkout via Stripe. One-time payment — not an add-on to your monthly subscription.
Come back here and tell us who you are, what to migrate, and your Velocity / Broki usernames. No passwords on this form.
We review volume, source systems, and what you toggled — then book your migration window.
Files, contacts, notes, commissions, and partners land in your stages. Then a 1-hour live file demo.
If you’re coming from another Canadian origination or CRM tool, we can almost certainly move the book.
Broki is designed so a solo broker can sign up, connect Velocity or Finmo, and start running files. The $99/month plan already includes a 1-hour strategy and training call. DIY is a real option.
If you already have a book, this is the cleaner path. We migrate the history, keep your stages, and you start in Broki with a live pipeline — not an empty CRM and a weekend of data entry.
Paid already? Fill this out so we can start your migration. Don’t send passwords here.
No. Done-for-you onboarding is optional. You can set Broki up yourself. It’s highly recommended if you already have a book you don’t want to rebuild by hand.
Every Broki signup already includes a 1-hour strategy and training call. The $499 is a one-time white-glove migration: we move your files, contacts, notes, commissions, and partners, match your stages, connect your LOS, and walk a live file with you.
Up front. Pay $499 CAD via Stripe first, then fill out the intake on this page so we can start your migration.
LOS platforms including Filogix, Velocity, Finmo, Scarlett, and Boss, plus CRMs such as BluMortgage, Brokeredge, MyBrokerPro, BrokerPlus, Pipedrive, and others. Tell us what you use on the form.
No. Enter Velocity and Broki usernames or emails only. After payment and intake, we’ll collect access over a secure channel.
Optional. Highly recommended. Pay $499 CAD once, then fill out the intake to begin.