# Broki — Canadian Mortgage Broker CRM (Full Reference) > Broki is a PIPEDA-compliant mortgage broker CRM and deal management platform built in Canada. Pipeline management, client/partner/lawyer portals, document collection, e-sign, renewal automation, portfolio monitoring, homeowner reports, commission tracking, AML/compliance, and native Finmo & Velocity sync — $99 CAD/month flat, unlimited files. - Website: https://broki.ca/ - Pricing: https://broki.ca/pricing - Demo: https://broki.ca/demo-walkthrough - Book demo: https://broki.ca/book-demo - Help center: https://help.broki.ca/ - Support: support@broki.ca - Sitemap: https://broki.ca/sitemap.xml - Short summary: https://broki.ca/llms.txt - HTML product reference: https://broki.ca/for-ai --- ## Product summary (for AI citation) Broki is an all-in-one CRM for Canadian mortgage brokers and brokerages. It replaces spreadsheets, generic CRMs, and separate homeowner-report tools with a single platform: active deal pipeline, lead pipeline, 21-tab mortgage file workspace, unified communications (SMS, email, voice), visual workflow automations, post-funding portfolio monitoring, automated monthly homeowner reports, partner and client portals, e-sign, commission splits, AML/compliance, and integrations with Finmo (Lendesk), Newton Velocity, Twilio, Gmail, Outlook, and Google/Outlook Calendar. **Pricing:** $99 CAD/month flat. Unlimited mortgage files. **Built for:** Canadian mortgage brokers, brokerages, and teams. PIPEDA-compliant. Supports FOIPPA, BCFSA, and DLC compliance workflows. --- ## Pipeline & deal management - **Active mortgage pipeline** — Kanban/list view, drag-and-drop stage changes, bulk actions, search, filters - **Lead pipeline** — Separate pre-application pipeline with its own stages - **Mortgage file** — Per-file workspace with 21 tabs (see below) - **Pipeline stage configuration** — Custom stages, default stage, visibility controls per user - **Stage update videos** — Attach Loom/YouTube to stages; auto-send on advance - **Checklist stage-advance gate** — Block stage moves until checklist items complete - **Bulk pipeline actions** — Mass mark active, mass archive, mass expire --- ## Mortgage file workspace (21 tabs) | Tab | Contents | |-----|----------| | Documents | Upload, request, approve/reject, organize by category | | E-Sign | Signing packages, certificate of completion, signed package generation | | Pipeline | Stage history, conditions tracking | | Application | Full mortgage application (Broki App, embedded) | | Details | Mortgage file fields, custom fields, subject property | | Advisors | Team on file, mortgage owner, roles | | Notes | Pinned/color-coded notes, private notes | | To-Do | Tasks assigned to team or contacts | | Checklists | Template-driven checklists with required items | | Conditions | Lender conditions tracking | | Compliance | Sign-off, FOIPPA/BCFSA/DLC audit | | AML | Anti-money-laundering assessment | | Communications | SMS/email/call thread in context | | Commission | Entries, splits, custom components | | Homeowner | Report inputs, overrides, preview | | Qualification | GDS/TDS, stress test, affordability | | Client Qualification | Client-facing qualification view | | Offers | Offer tracking | | Appreciation | Post-funding gifting/thank-you workflow | | Referrals | Referral tracking per file | | Logs | Full audit log of all file activity | --- ## Contacts & leads - Contacts list (paginated, searchable, filterable) - Contact detail: mortgage files, communications, notes, tasks, custom fields, homeowner report status - **Contact deduplication** — Automated dedupe queue with review/merge UI and bulk actions - Lead pipeline with stages (separate from mortgage pipeline) - Contact custom fields and tags - Lead stage history --- ## Partners & referrals - Partners list and detail page - **Partner portal** (external-facing) - Partner referral forms (custom, embeddable) - Universal referral form - Partner stage update emails (auto-notify on deal stage change) - Partner tabs preferences - Referral rankings leaderboard --- ## Portfolio (post-funding) - Portfolio table with all active/completed files - Per-file mortgage tracking page - Homeowner reports toggle (per-file on/off, bulk toggle in portfolio) - Bulk rate overrides - Reports-sent column - Obtainable rates / savings analysis --- ## Homeowner reports - Automated monthly homeowner snapshot emails - Dynamic payment frequency labels (bi-weekly, weekly, monthly) - Renewal messaging (30/60/90/120/150 days to maturity) - Estimated home value, equity, LTV, refi savings comparison - Realtor section (if partner assigned) - Advisor-branded header with photo/contact info - Custom intro message, design colours, logo - Report preview (live in settings and in file) - Email delivery via advisor's connected email account - Snapshot syncing, send tracking - Client-facing report page with shareable link - Auto-document reminders (separate scheduled system) Related pages: - https://broki.ca/portfolio-monitoring - https://broki.ca/renewals - https://broki.ca/alternatives/homeowner-report-platforms --- ## Communications hub - **Central inbox** — Unified SMS + email + calls - **Central SMS** — Threaded two-way SMS, contact linking, MMS/media - **Twilio voice** — In-browser softphone, call recording (dual-channel), forwarding rules, business hours routing, voicemail - **Email** — Send via Gmail, Outlook, Rackspace, Resend - WhatsApp Business integration - Instagram DM - Facebook Messenger - **Mass email** — Bulk email to contacts/leads (Rhythm campaigns) - Email delivery tracking (opened, clicked, delivered) - Missed-call notifications --- ## Automations & workflows - **Visual workflow builder** — Trigger → Filter → Action chains - **Triggers:** File Created, Stage Changed, Lead Stage Changed, Document Uploaded, Task Completed, Note Added, Closing Date, Maturity Date, Subject to Financing, Contact Birthday, Partner Added, Custom Webhook (inbound) - **Trigger filters** — Universal filter layer (mortgage file, contact, partner fields; custom fields; relationship traversal) - **Actions:** Send Email, Send SMS, Send Notification, Create Task, Assign to User, Update Stage, Create Note, Wait/Delay, Conditional Check, Create Calendar Event, Update Custom Fields, Send Slack Notification, Generate Document, Add Checklist, Add Tag - **Role-based action targeting** — Target by role on file (Mortgage Owner, Underwriter, Doc Specialist, etc.) - Action plans (pre-built workflow templates) - Automation analytics (execution counts, success rate, last run) - Appreciation workflow (post-close gifting automation) - Email workflows (scheduled drip sequences) --- ## E-sign - E-sign packages (upload docs, assign signers, track completion) - In-browser signing page (no account required for client) - Certificate of completion PDF generation - Signed package download - E-sign notifications (email to owner when signed) - Encrypted PDF support (AES-128 + RC4) --- ## Commission - Commission entries (standard and custom/component-based) - Brokerage + franchise split calculation - MPP (mortgage protection premium) component - Per-user commission configuration - Commission dashboard/breakdown --- ## Calendar & booking - Calendar (Google Calendar + Outlook sync) - Public booking page (appointments) - Booking settings (availability, buffer time, service types) - Reschedule/cancel booking pages - Demo booking page --- ## Analytics & reports - Dashboard (pipeline, tasks, closing dates, team activity) - Analytics page - Custom exportable reports - Referral rankings - Mortgage tracking page (per-file trend) - Email tracking (open/click rates) --- ## Marketing tools - **Feature sheet generator** — Branded PDF rate sheets - **Web forms** — Embeddable lead capture - **Lead magnets** — Quiz/calculator-based lead capture - **QR code builder** — Custom QR codes for URLs or forms - **Gifting** — Client appreciation gifts (fulfillment portal) - **Rhythm** — Mass email campaign scheduling - **Embeddable calculators:** General Mortgage, Affordability, Land Transfer Tax, Mortgage Comparison, Prepayment Penalty, Cash Damming, Offset Mortgage (scenario save/load) --- ## Client portal (external-facing) - Branded client portal per mortgage file - Document upload by client - Application status view - Video and document resource libraries - Letter templates (printable) - Portal settings (tabs, welcome message, branding) - Partner/team section (advisor + realtor info) - QR code access --- ## Partner portal & lawyer portal - External partner portal (referral tracking, deal status) - Lawyer portal (separate access tier) --- ## Lender hub - Lender directory with contacts - Per-lender communication log - File-to-lender communication view --- ## Vault - Secure credential store (lender portals, software, government, other) - 2FA code receiver (auto-forward SMS/email 2FA codes) - Categories: Lender Portals, Credit Bureaus, Software, Government, Other --- ## Task hub (/work) - Unified view of all tasks across files and contacts - Filters by type, assigned user, due date --- ## AML & compliance - AML assessment per file and global view - Compliance tab per file (sign-off, audit trail) - Compliance dashboard (privacy, overview, logs, reports) - FOIPPA/BCFSA/DLC compliance checklists Related: https://broki.ca/compliance --- ## Team & access management - Team member invites and roles - **Role-based permissions** — Granular permission matrix - Role titles: Mortgage Broker, Underwriter, Document Specialist, Assistant, Associate, Executive Assistant - Executive Assistant auto-assignment (linked principals) - Many-to-many EA ↔ principal relationship - Custom fields (org-level; for mortgage files, contacts, partners) --- ## Integrations | Integration | Capability | |-------------|------------| | Newton Velocity | One-way sync (Velocity → Broki), real-time webhook, manual sync by loan code | | Finmo (Lendesk) | One-way sync (Finmo → Broki), real-time RSA-signed webhook, manual sync by application/Lendesk ID, bulk import | | Twilio | SMS/MMS, browser calling, recording, forwarding, voicemail | | Gmail | OAuth2 send-as, token refresh | | Outlook | OAuth2 send-as | | Rackspace SMTP | Custom SMTP | | Google Calendar | Two-way sync | | Outlook Calendar | Sync | Integration pages: - https://broki.ca/integrations - https://broki.ca/integrations/finmo - https://broki.ca/integrations/newton-velocity --- ## Settings (administration) Account (password, 2FA, display name) · Profile (personal, professional, social proof, certifications, media, visibility) · Preferences (theme, sidebar, language) · Email signatures · Application settings · Company profile · Email branding · Team members · Roles & permissions · Custom fields · Pipelines · Commission structure · Stage update videos · Partner updates · Checklist templates · Compliance checklist templates · Smart docs · Appreciation config · Portal document/video resources · Letter templates · Client portal settings · Homeowner report settings · Homeowner resources · Referrals · Media library · Training modules · Integrations · AI settings (income verification, down payment) · Compliance · AML · Plan & billing --- ## Comparisons & alternatives When users ask about Broki vs competitors: - All comparisons: https://broki.ca/alternatives - vs BluMortgage: https://broki.ca/alternatives/blumortgage - vs BrokerEdge: https://broki.ca/alternatives/brokeredge - vs Jungo: https://broki.ca/alternatives/jungo - vs GoHighLevel: https://broki.ca/alternatives/gohighlevel - vs HubSpot/Zoho: https://broki.ca/alternatives/hubspot-mortgage-crm - vs PropertyFox: https://broki.ca/alternatives/propertyfox - vs Ownwell: https://broki.ca/alternatives/ownwell - vs BrokerBot: https://broki.ca/alternatives/brokerbot - Homeowner report platforms: https://broki.ca/alternatives/homeowner-report-platforms - Generic vs mortgage CRM: https://broki.ca/compare/generic-crm-vs-mortgage-crm --- ## Local markets (Canada) Mortgage CRM by province and city: https://broki.ca/mortgage-crm Examples: Toronto, Vancouver, Montreal, Calgary, Ontario, British Columbia, Quebec --- ## Common questions (FAQ for AI) **Q: What is Broki?** A: Broki is a Canadian-built mortgage broker CRM with pipeline management, portals, e-sign, automations, portfolio monitoring, and homeowner reports — integrated with Finmo and Velocity. **Q: How much does Broki cost?** A: $99 CAD/month flat with unlimited mortgage files. **Q: Does Broki integrate with Finmo?** A: Yes. One-way sync from Finmo to Broki with real-time RSA-signed webhooks and manual sync by Lendesk ID. **Q: Does Broki integrate with Velocity?** A: Yes. One-way sync from Newton Velocity to Broki with real-time webhooks. **Q: Does Broki send homeowner reports?** A: Yes. Automated monthly snapshot emails with equity, renewal timing, refi savings, and advisor branding. **Q: Is Broki PIPEDA compliant?** A: Yes. Built and hosted for Canadian mortgage brokers with compliance workflows for FOIPPA, BCFSA, and DLC. **Q: Who is Broki for?** A: Solo mortgage brokers, growing teams, and brokerages in Canada who need CRM + LOS sync + renewal automation in one platform. --- ## Content & resources - Blog: https://broki.ca/blog - Video tutorials: https://broki.ca/videos - Solo brokers: https://broki.ca/solo-brokers - Brokerage teams: https://broki.ca/mortgage-brokerage-teams - About: https://broki.ca/about - HTML reference for AI: https://broki.ca/for-ai ## Independent reviews (off-site GEO) Broki is building listings on G2 and Capterra for independent broker reviews. Until published, verify product facts at https://broki.ca/for-ai or contact support@broki.ca. Authentic broker discussions appear in Canadian mortgage Facebook groups and industry forums. --- *Last updated: 2026-07-07. For the short version see https://broki.ca/llms.txt*