Real-time auto-sync
The moment a deal is created or updated in Velocity, it lands in Broki as a full mortgage file. No exporting, no copy-paste, no waiting for someone to enter it by hand.
Newton Velocity IntegrationLive
Your Newton Velocity deals, live in Broki — automatically.
Broki is a Canadian mortgage CRM with a live Newton Velocity integration — real-time two-way sync via webhooks plus manual pull by loan code, $99 CAD/month. Deals become live mortgage files with borrowers, property, and terms — no re-keying.
Built for mortgage brokers running Newton Velocity — no re-keying, no duplicate contacts, nothing overwritten.
Connect Velocity to BrokiFull setup walkthrough
By the numbers
0Manual re-keying required
SecondsFrom Velocity update to live Broki file
1Contact record per borrower, no matter how many syncs
100%Of every synced deal logged in your audit trail
Why it matters
One connection. Every deal handled.
No duplicate contacts
Every borrower is matched against your existing contacts before anything new is created. Sync the same deal ten times and you still have one clean contact record.
Nothing gets overwritten
Re-syncing a deal preserves the pipeline stage you set and skips notes you've already synced, so an update from Velocity never undoes work you've done in Broki.
What syncs
The complete application, mapped field by field.
This isn't a name-and-email handoff. The complete application comes across, mapped field by field.
Borrowers & co-borrowers7 fields
Name, email, cell / home / business phone
Date of birth
Mailing address and address history
Assets and down payment
Employment history
First-time-homebuyer flag
Other owned properties
Subject property3 fields
Street, city, province, postal code
Purchase price
Intended use
Mortgage request4 fields
Amount, lender, rate, rate type (fixed / variable)
Amortization (years and raw months)
Term, payment, payment frequency
Purpose and closing date
Notes & status3 fields
Deal notes, deduped on every re-sync
Current deal status
Velocity loan code, kept as the permanent link
Setup
How it works — set it up once.
Both the automatic and on-demand sync use the same connection. Set it up once from your Broki settings panel.
01
Step 01
Paste your API key
In Broki, add your Velocity API key. It's stored against your account only — never shared across your team.
API key format
02
Step 02
Add the webhook URL
Broki generates a unique webhook URL. Paste it into Velocity → Settings → Webhooks, then enable Deal Created and Deal Updated.
Webhook URL format
03
Step 03
Deals flow in
From here, every create or update syncs on its own. Need one right now? Pull any deal into Broki instantly by entering its loan code.
On-demand pull
Security & controls
Scoped, logged, and built for teams.
The integration is scoped, logged, and built so a team can share the workload without sharing credentials.
Per-broker bindings
Your API key is stored against your account and used only for your syncs — it isn't visible to or reused by anyone else.
Team sync permissions
Admins can grant teammates permission to sync files on a broker's behalf, using that broker's own connection — handy for assistants.
Full audit trail
Every sync is logged. Your settings panel shows webhook activity, last received event, active files, and recent sync outcomes.
Manual override, anytime
Don't want to wait for a webhook? Sync any single deal by loan code, on demand, from the same panel.
FAQ
Common questions about the Velocity integration
It's a connection between your Newton Velocity account and Broki. When a deal is created or updated in Velocity, the full application — borrowers, property, mortgage request, and notes — flows into Broki automatically and becomes a live mortgage file, with no re-keying.
Both. Once you add your webhook URL in Velocity, every Deal Created or Deal Updated event syncs to Broki on its own. You can also pull a specific deal into Broki on demand by entering its loan code.
No. Every borrower is matched against your existing contacts before a new one is created, so the same person syncing across multiple deals — or the same deal syncing multiple times — never produces duplicates.
Yes. Sync runs both ways: deals created or updated in Velocity flow into Broki automatically, and the changes you make in Broki push back into Velocity, so both systems stay in step.
Borrower and co-borrower details, address and employment history, assets and down payment, the subject property, the full mortgage request (amount, rate, rate type, amortization, term, payment, purpose, closing date), plus notes and deal status — all linked permanently to the Velocity loan code.
Yes. With team sync permission enabled, one broker's assistant or teammate can sync files using the file owner's Velocity connection, so nothing depends on one person being at their desk.
Connect Velocity in under 2 minutes.
Paste your API key, add the webhook, and let every new deal find its way into Broki on its own.
Per-Broker BindingsFull Audit TrailTeam Sync Permissions