Mortgage broker CRM for Alberta
Calgary and Edmonton drive volume — rate-sensitive clients and strong referral networks. Broki is the PIPEDA-compliant CRM with native Finmo and Velocity integration, renewal automation, and client portals — $99 CAD/month.
14-day free trial · Setup in minutes
Why brokers in Alberta choose Broki
Alberta's mortgage market is defined by Calgary and Edmonton volume, rate-sensitive clients, and deep realtor referral networks. RECA-regulated brokers need a CRM with Canadian data residency, Velocity and Finmo integration, and renewal tools that keep clients from defaulting to their bank at maturity.
Regulated by Real Estate Council of Alberta (RECA), brokers in Alberta need audit-ready files, compliant data handling, and systems that match Canadian mortgage workflow — not repurposed US sales software.
- Native Finmo & Velocity two-way sync
- Client portal with document collection & e-signing
- Partner portal with automated realtor updates
- 120-day renewal automation + monthly homeowner reports
- PIPEDA-compliant Canadian data residency
- One flat price: $99 CAD/month — everything included
Mortgage broker software for Alberta
One platform replaces your CRM, document tool, client portal, and renewal spreadsheet.
Document collection
Automated requests, client portal uploads, and reminders — no more email chasing.
Client & partner portals
Clients see deal status. Realtors get automated updates. You stop answering status calls.
Renewal automation
120-day renewal sequences and monthly homeowner reports that retain your book.
Portfolio monitoring
Track funded deals, equity, penalties, and refinance opportunities in one view.
Finmo & Velocity sync
Native two-way sync with the LOS platforms Canadian brokers actually use.
PIPEDA-compliant
Canadian data residency, audit trails, and compliance packages built for provincial regulators.
Broki for brokers across Alberta
FAQ — Mortgage CRM in Alberta
Is Broki built for mortgage brokers in Alberta?
Yes. Broki is purpose-built for Canadian mortgage brokers — including those regulated by RECA. It includes mortgage-specific pipeline stages, native Finmo and Velocity integration, renewal automation, and PIPEDA-compliant Canadian data hosting.
Does Broki integrate with Finmo and Velocity?
Yes. Broki offers native two-way sync with Finmo and Velocity (Newton), so client and deal data flows between your CRM and LOS without duplicate entry.
How much does Broki cost for brokers in Alberta?
Broki is $99 CAD per month per user with a 14-day free trial. Everything is included — client portal, partner portal, e-signing, renewal automation, and integrations. No tiers or add-on fees.
Can I migrate my existing client book into Broki?
Yes. Import via CSV or sync active files from Finmo and Velocity. Many brokers use migration as an opportunity to clean up their database — we help with both.
Ready to organize your book?
14-day free trial. $99 CAD/month after. No demo call required — watch the walkthrough and sign up when you're ready.