Broki — Canadian mortgage broker CRM

Pricing

$99 CAD/month per user — full platform, unlimited mortgage files, unlimited contacts. 14-day free trial, no credit card. Annual plan saves ~16%.

Integrations

Comparisons

• All comparisons
• vs BluMortgage
• vs Jungo
• vs GoHighLevel
• vs PropertyFox / Ownwell / BrokerBot
• Generic vs mortgage CRM

Key pages

• Homepage
• Renewal automation
• Portfolio monitoring
• PIPEDA compliance
• Finmo integration
• Velocity integration
• Mortgage CRM by city
• Help center

Frequently asked questions

What is Broki?

Broki is a PIPEDA-compliant mortgage broker CRM built in Canada. It includes pipeline management, client and partner portals, document collection, e-sign, renewal automation, portfolio monitoring, and native Finmo and Newton Velocity sync — $99 CAD/month per user with unlimited mortgage files.

How much does Broki cost?

Broki is $99 CAD/month per user for the full platform — every feature, unlimited files, unlimited contacts. There is a 14-day free trial with no credit card required. Annual billing saves approximately 16%.

Does Broki integrate with Finmo and Velocity?

Yes. Broki has a live one-way sync from Finmo (Lendesk) with RSA-signed webhooks and bulk import up to 5,000 applications, and a real-time one-way sync from Newton Velocity with webhook and manual sync by loan code.

Why is Broki built specifically for Canadian mortgage brokers?

Unlike generic CRMs adapted for mortgage, Broki is owned and developed in-house for broker workflow — 21-tab mortgage files, FOIPPA/BCFSA/DLC compliance tools, Canadian LOS integrations, and homeowner reports with renewal timing built in.

How does Broki track commission automatically?

Add lenders and commission rules once. When a file reaches the funded stage, Broki recognizes the lender and calculates compensation, including splits and partial volume-bonus tracking.

Do emails send from my email or a system address?

Each user connects Gmail or Outlook and emails send from that account. System no-reply is used for booking confirmations until your email is connected.

What software does Broki replace?

Broki replaces separate tools for CRM, document collection, booking, task management, homeowner reports, and basic marketing automation — one platform instead of Calendly, Trello, Zapier, and add-on report subscriptions.

Does Broki send automated homeowner reports?

Yes. Broki sends monthly homeowner snapshot emails with equity, penalty estimates, break-even, and renewal messaging at 30/60/90/120/150 days to maturity — tied to your CRM pipeline, not a separate subscription.

Is Broki PIPEDA compliant?

Yes. Broki is built and hosted for Canadian mortgage brokers with PIPEDA-aligned data handling, compliance checklists, AML assessments, and audit logs.

Can I cancel my subscription at any time?

Yes. Cancel monthly plans anytime. We help you export contacts and mortgage files if you leave. No long-term lock-in.