Mortgage Broker Software for Solo Brokers in Canada

If you're a solo Canadian mortgage broker, your bottleneck is rarely the deals you can close — it's the deals you can't follow up on. The renewals slipping through to the bank. The pre-approvals you forgot to nurture. The referral partners you haven't touched in six months. Without a team, every system has to run itself, because you don't have a coordinator, an assistant, or a junior broker to pick up the slack.

Broki was built specifically for this. Every feature is designed so a one-person shop can compete with a 10-broker team on responsiveness, professionalism, and client experience — without doubling your hours.

• Native Velocity and Finmo integration — no double entry.
• Renewal automation: 120-day sequence that runs without you.
• Client portal with document collection, e-sign, and offer presentation.
• Referral partner portal so realtors stay in the loop without phone calls.
• Compliance package: one merged PDF, audit trail included.
• Mobile-first command centre. Update files, send updates, sign documents on the road.
• PIPEDA-compliant Canadian data residency.

Morning: 10-minute pipeline review

Open the dashboard. See every file by stage. See every task due today. Mass-action overdue items in one click. You're current on your whole book in less time than it takes to drink a coffee.

Lead intake: zero typing

A lead comes in from your website or a referral partner. They fill out the application form through your branded link. Broki creates the file, sets the pipeline stage, attaches the document checklist, and emails the client a portal login. You haven't touched it.

Mid-application: client portal does the work

Documents land in the portal as the client uploads them. Auto-reminders fire for anything missing. When the client signs the consent form, it's stored against the file with an audit trail.

Submission to lender: one click

Compliance package generates as a single merged PDF, ready to submit. No manual collation, no missed documents.

Funding: retention engine starts itself

The deal funds. Broki updates the client portal, sends the funding congratulations email, opens the realtor's partner portal entry, logs the commission, and starts the 60-month renewal countdown. You go book the next deal.

$99 CAD per month. Everything included. No setup fee for self-onboarding. Cancel anytime. If you fund one extra renewal in a year because of the automation, you've paid for Broki ten times over.