Mortgage Brokerage Management Software for Canadian Teams

The moment a brokerage scales from one broker to three, the cracks show up. Lead routing breaks. Renewals fall between brokers. Compliance becomes a coordinator's full-time job. Reporting on team performance turns into a manual spreadsheet exercise every Friday. Most generic CRMs were never designed to handle the team structure of a real mortgage brokerage — team leads, mortgage advisors, processors, and admin support all working the same file.

Broki was built around the team brokerage from day one. Roles, permissions, routing, and reporting all match the actual org chart you already run.

Team Lead

Sees every file across the brokerage. Re-assigns deals. Reviews team performance. Approves splits. Gets alerted when a file stalls in any stage.

Mortgage Advisor

Owns their own book. Sees their own pipeline, partners, and renewals. Files automatically appear in their queue based on routing rules.

Processor / Admin

Works any file in the document-collection or compliance stage. Mass actions, batched reminders, compliance package generation.

Personal Profiles

Every advisor has their own branded client and partner portal. Logos, signatures, calendar links — all individualised inside one team account.

Set the rules once and let the system run. Round-robin new leads, route by region or lender preference, send refinances to your specialist, and assign every renewal back to the originating advisor unless they've left the team. Broki handles every routing pattern Canadian brokerages actually use.

• Total volume funded by advisor, by month, by lender.
• Average deal size and turnaround time per advisor.
• Renewal retention rate per advisor.
• Lifetime value per referral partner across the whole brokerage.
• Compliance: who has files overdue in which stage.
• Commission tracking with split rules baked in.

Every advisor's renewals run their own automated 120-day sequence — branded to their personal profile, sent from their email signature, with their calendar link inside. The team lead sees the brokerage-wide retention number in real time. The advisor sees their own. The renewal engine never forgets, no matter how busy the team gets.

$99 CAD per active broker per month. Team lead, processor, and admin seats are free. Volume discounts for brokerages with 10+ active advisors. Contact support@broki.ca for a team quote.