Everything your brokerbusiness needs in one spot

The all-in-one platform built for Canadian mortgage brokers — native Finmo and Velocity integrations, renewal automations, and enhanced client experience.

Start free trial Book a demo

14-day free trial · Setup in minutes · One funded deal covers years of use

Trusted by top producing Canadian brokers

BrokiSeparately$0/mo$99/mo

$99 until Nov 19d 05h 14m 45sthen $199

Estimated monthly cost of comparable standalone tools. Prices are illustrative.

$0B+
Managed on Brokiin mortgage volume
0–0
Hours savedper mortgage file
0×
Fasterdocument collection
0%
Visibilityinto referral volume
See Broki in action

One platform. Every part of the deal.

Pick a story. Each video walks through a real part of Broki, from the first application to the homeowner report a year after closing.

How it works

Up and running in three steps.

No long implementation project. Sign up, follow the guided setup inside Broki, then book a session to fine-tune it with our team.

1

Sign up

Create your account with your invitation code and start your 14-day free trial in minutes.

Minutes
2

Follow the built-in onboarding

A step-by-step onboarding widget lives right inside Broki, walking you through connecting your LOS, importing your book, and building your client journey at your own pace.

At your own pace
3

Book your strategy session

Once you're set up, book a 1-on-1 strategy session to walk through the platform and finalize anything you couldn't sort out on your own.

1-on-1 with our team
Need an invitation code? Email support@broki.ca or ask the broker who referred you. Start your 14-day free trial
Integrations

Speaks fluent Canadian mortgage.

Native, real-time sync with the origination systems and tools you already use — applications flow straight into Broki, and your inbox, calendar and client chats all stay in step. No CSV exports. No double entry.

Velocity
Finmo
FilogixVery soon
Gmail
Outlook
Outlook Calendar
Google Calendar
Zoom
Teams
Google Meet
Twilio
InstagramVery soon
FacebookVery soon
WhatsAppVery soon

Live sync today, with more Canadian lender and communication integrations shipping every month.

Portfolio & renewals

Turn your database into a revenue machine.

Broki watches every client's mortgage in the background and surfaces refinance and renewal opportunities the moment the numbers work — then keeps you top-of-mind automatically.

    Opportunity: Michael & Sarah ChenRefinance now nets $0 after penalty
    To: Michael ChenSent monthly
    AApex MortgageInteractive

    Monthly Homeowner Snapshot

    Prepared for Michael & Sarah Chen · September 2026

    Here's where your home stands this month, Michael, and an opportunity worth a closer look. Drag the rate to see what today's market could mean for you.

    Estimated property value
    Your home equity
    Mortgage balance Loan-to-value
    If today's rate were…
    3.50%your rate 6.50%
    Current payment · fixed
    New payment · at today's rate
    You'd save every month
    Gross savings
    (new 5-yr term)
    Penalty
    ()
    Net savings
    after penalty
    3 months' interest
    Interest rate differential (IRD)
    Your lender charges the higher of the two.
    DK
    Dana KowalskiYour referral partner · Coast Realty
    Realtor spotlight
    Book your free mortgage review →
    Auto-sent every month · Powered by Broki

    Sample report with illustrative numbers. Try the rate slider.

    Client experience

    A portal clients actually understand.

    One clean place for clients to upload documents, track their application, meet their team, and compare offers — click through it yourself below.

    Drag-and-drop documents

    Secure uploads that auto-categorize on arrival.

    Real-time status

    Milestone alerts keep clients out of your inbox.

    Compare lender offers

    Side-by-side rates, penalties and privileges.

    Interactive demo · try it below
    Security & Compliance

    Canadian-hosted. Bank-grade. Compliant by default.

    Your data lives on AWS Canada with full data residency and end-to-end encryption — with the safeguards a licensed broker's book demands.

    ESOF Shield: Verified and Secured by ADA CASA Assessor (TAC Security)
    CASA assessment passed
    Independently verified

    CASA approved.

    Cloud Application Security Assessment

    Before any app can connect to your Gmail, Google requires it to pass CASA, a rigorous security assessment run under the App Defense Alliance. It isn't a form we filled out. Broki was tested by TAC Security, an independent lab authorized to perform CASA assessments, and passed.

    Based on the OWASP Application Security Verification Standard (ASVS), the industry benchmark for web application security.

    1. 1
      Google requires it

      Apps that access sensitive Google data, like Gmail, must be security-assessed before they're approved.

    2. 2
      An independent lab tests the app

      An authorized assessor scans and tests the application and its infrastructure against the CASA requirements.

    3. 3
      Every finding gets fixed

      Issues are remediated and re-verified by the assessor before the app can pass.

    4. 4
      Validated and approved

      The assessor issues a Letter of Validation, and Google approves the app's access.

    Re-assessed every 12 months Independent third-party lab Required for Gmail access
    What this means for you: when you connect your inbox to Broki, your client emails are protected by a security standard Google itself enforces and audits. You don't have to take our word for it.
    Audit logs & monitoring Proud member, Mortgage Professionals Canada
    The Broki difference

    Adapted.Built from scratch for brokers.

    Our competitors license generic CRM software and adapt it. We own our codebase — so broker-specific features ship in days, not quarters.

    01

    Ships in days, not quarters.

    Direct codebase access means the roadmap moves at the speed of your feedback. No vendor ticket, no waiting on someone else's platform.

    Typical CRM vendorWaiting…
    Feature request
    Vendor ticket
    Their roadmap
    Maybe next quarter
    Broki
    Your feedback
    Our codebase
    Built & tested
    Shipped
    Recently shipped
    02

    Every workflow is broker-first.

    Designed around how you actually run a file — never bent out of a generic sales pipeline.

    Generic CRM pipeline

    Built for selling software…

    03

    Built by a broker.

    Founded and run by a licensed, top-5%-in-Canada broker who lives the same daily frustrations.

    “It was created because I was a broker dealing with the exact same problems every day.”— Jarrett White, Founder & CEO
    $0Mfunded a year
    Top 0%Canada-wide
    Top 35CMP Under 40
    Read the Broki story
    Daily broker frustrationsBuilt into Broki
    Loved by brokers

    Don't just take our word for it.

    Real Canadian brokers on what changed once they moved their book to Broki.

    Video review
    GD
    Grace DaviesMortgage Broker · Chilliwack, BC
    ★★★★★

    “I'm finally on top of my book — not chasing it.”

    Video review
    NO
    Nicole OliverMortgage Broker · Dominion Lending Centres · Abbotsford, BC
    ★★★★★

    “I know what I've earned — to the penny.”

    Pricing

    One plan. Every feature.

    Transparent pricing for solo brokers and brokerages alike — unlimited mortgage files, no per-file fees, no usage caps.

    StandardMost popular

    The Broki Platform

    Everything you need to run and scale your mortgage business.

    $

    Lock in early-bird pricing. Sign up before and keep your rate when prices go up.
    Start your 14-day free trial

    Cancel anytime · CAD, plus applicable tax

    Everything included

      Comparable standalone toolsall included
      Early-bird pricing ends in
      --Days--Hrs--Min--Sec
      Then $199/user/month.
      For brokerages & teams

      Volume pricing that scales with you.

      Same platform, same features. Save an extra 5% for every 25 seats, up to 50% off at 250+ seats. Drag to see your price.

      1seat
      150100150200250+

      Discount tiers: 0% → 50%. Each block is 25 more seats.

      Per user / month
      Volume discount
      Seats
      / month
      Start your 14-day free trial
      Centralized billing or coupon codesPriority onboarding for your team
      Add-onHighly recommended

      Done-for-You Onboarding

      Skip the setup. We build your workspace and move your book for you.

      $499CAD · one-time
      • ✓Files, contacts, notes & commissions migrated
      • ✓Partners imported, same pipeline stages
      • ✓Your LOS connected & tested
      • ✓1-on-1 walkthrough of your live workspace
      Pay $499 CADAlready paid? Apply here →
      Custom

      Custom integrations & feature builds

      Need something the platform doesn't have? We'll build it if you cover the development cost.

      Quotedper project
      • ✓A new component, or a feature built for your workflow
      • ✓Integrations that aren't in Broki today
      • ✓You pay the development cost — we quote it first
      Talk to sales
      14-day free trial on every plan Prices in CAD, plus applicable tax

      Ready to transform your mortgage business?

      Join the Canadian brokers who've already organized their entire book on Broki.

      Start free trial Book a live walkthrough →