Mortgage CRM That Syncs with Newton Velocity | Broki
Trusted by Canadian Mortgage Brokers
Newton Velocity+Broki·
Newton Velocity Integration

Your Newton Velocity deals, live in Broki — automatically.

Broki is a Canadian mortgage CRM with a live Newton Velocity integration — real-time one-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.

By the numbers
0
Manual re-keying required
Seconds
From Velocity update to live Broki file
1
Contact 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.

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.

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-borrowers

  • 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 property

  • Street, city, province, postal code
  • Purchase price
  • Intended use

Mortgage request

  • Amount, lender, rate, rate type (fixed / variable)
  • Amortization (years and raw months)
  • Term, payment, payment frequency
  • Purpose and closing date

Notes & status

  • 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.

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

vk_live_••••••••••••
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

https://preview.broki.ca/api/velocity-webhook/{unique_id}
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

sync by loan_code → A10492
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.

Good to know — Sync currently runs one way, Velocity → Broki. Two-way sync — pushing Broki changes back into Velocity — is in progress and not yet available for production use.

FAQ

Common questions about the Velocity integration

Newton Velocity Integration

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 Bindings Full Audit Trail Team Sync Permissions