Trusted by Canadian mortgage brokers
Everything your broker business needs
in one spot
The all-in-one platform built for Canadian mortgage brokers — native Finmo and Velocity integrations, renewal automations, and enhanced client experience.
14-day free trial · Setup in minutes · One funded deal covers years of use
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Click around the platform.
Explore Broki yourself — pipeline, files, and the workflows that keep every deal moving.
Up and running in three steps.
No long implementation project. Sign up, follow the guided setup inside Broki, then book a session to fine-tune it with our team.
Sign up
Create your account with your invitation code and start your 14-day free trial in minutes — no credit card required.
Follow the built-in onboarding
A step-by-step onboarding widget lives right inside Broki, walking you through connecting your LOS, importing your book, and building your client journey at your own pace.
Book your strategy session
Once you're set up, book a 1-on-1 strategy session to walk through the platform and finalize anything you couldn't sort out on your own.
Speaks fluent Canadian mortgage.
Native, real-time sync with the origination systems and tools you already use — applications flow straight into Broki, and your inbox, calendar and client chats all stay in step. No CSV exports. No double entry.
Velocity
Finmo
FilogixSoon
Gmail
Outlook
Outlook Calendar
Google Calendar
Zoom
Teams
Google Meet
Twilio
Instagram
Facebook
WhatsAppLive sync today, with more Canadian lender and communication integrations shipping every month.
Turn your database into a revenue machine.
Broki watches every client's mortgage in the background and surfaces refinance and renewal opportunities the moment the numbers work — then keeps you top-of-mind automatically.
Opportunity alerts
Get notified the instant market rates cross a client's break-even threshold.
Auto-sent monthly reports
Personalized homeowner snapshots — equity, penalty, savings — emailed every month in your brand.
Break-even & penalty math, built in
IRD or three-months-interest, calculated automatically so every conversation starts with real numbers.
Dynamic payment & equity tracking
Live payment comparisons and equity growth on every file — so clients see the upside the moment rates move.
Net & gross monthly savings
Surface refinance opportunities with gross savings, estimated penalty, and net gain — based on today's rates.
Here's where your home stands this month, Michael — and an opportunity worth a closer look. Drag the rate to see what today's market could mean for you.
Realtor spotlight
A portal clients actually understand.
One clean place for clients to upload documents, track their application, meet their team, and compare offers — click through it yourself below.
Drag-and-drop documents
Secure uploads that auto-categorize on arrival.
Real-time status
Milestone alerts keep clients out of your inbox.
Compare lender offers
Side-by-side rates, penalties and privileges.
Canadian-hosted. Bank-grade. Compliant by default.
Your data lives on AWS Canada with full data residency and end-to-end encryption — with the safeguards a licensed broker's book demands.
Canadian Application Security Assessment complete.
Database already Type II. Infrastructure audit underway.
Built around Canadian privacy law from day one.
Hosted on AWS Canada — your data never leaves.
TLS 1.3 in transit, AES-256 at rest.
Multi-factor authentication on every account.
Proud member, Mortgage Professionals CanadaBuilt from scratch for brokers.
Our competitors license generic CRM software and adapt it. We own our codebase — so broker-specific features ship in days, not quarters.
Ships in days, not quarters
Direct codebase access means the roadmap moves at the speed of your feedback.
Every workflow is broker-first
Designed around how you actually run a file — never bent out of a generic sales pipeline.
Built by a broker
Founded and run by a licensed, top-5%-in-Canada broker who lives the same daily frustrations.
Don't just take our word for it.
Real Canadian brokers on what changed once they moved their book to Broki.
Video review
“I'm finally on top of my book — not chasing it.”
Video review
“I know what I've earned — to the penny.”
One plan. Every feature.
Transparent pricing for solo brokers and brokerages alike — unlimited mortgage files, no per-file fees, no usage caps.
14-day free trial on every plan · No credit card required · Prices in CAD, plus applicable tax.
Ready to transform your mortgage business?
Join the Canadian brokers who've already organized their entire book on Broki.