Give your underwriters full control and your brokers a clean, restricted pipeline — files, documents, scenarios, and communication centralized in a single organization. Built on Broki, the Canadian mortgage-broker CRM.
Underwriting pipeline · live view
In syncVelocity file · Broker A
Auto-imported to pipeline
Documents requested
Client uploading securely
Assigned to underwriter
Admin now driving the file
Scenarios published
Broker tagged in notes
The brokerage creates a single Broki account. Everyone works inside it — but underwriters and brokers see very different things.
A single Broki organization is created for the underwriting department. Everything — files, documents, automations — lives inside it.
Every underwriter gets full admin access to the entire platform: all broker files, all pipeline stages, scenarios, partners, and organization-wide automations.
Submitting brokers are added as broker users with tightly-scoped permissions — their own pipeline, their own files, and nothing that affects anyone else.
Because everyone shares one organization, admins see everything and brokers see only their own work. Automations are organization-wide, so they stay in admin hands.
Broki Organization
The Brokerage / Underwriting Dept.
Single shared account · custom enterprise plan
Admin
Underwriters
Broker User
Submitting brokers
Can do
Cannot do
Brokers own the front end. Underwriters own the middle. Everyone sees the same file the whole way through.
Each broker links their own Velocity account so their deals flow straight into Broki.
Velocity files appear automatically in the broker's pipeline — no manual entry.
The broker requests everything needed from the client through the secure portal.
Client documents land in one place, attached to the file for the underwriter.
Once the package is ready, the broker assigns the file to an admin underwriter.
The underwriter moves the file through each underwriting stage — while the broker keeps full visibility of their own file the entire time.
Options are laid out in the Scenarios tab with notes, then the original broker is tagged to be notified the scenarios are ready.
The broker reviews the scenarios, discusses them with the client, and tells the underwriter which option to proceed with.
The underwriter continues moving the file forward — coordinating back and forth with the broker for as much of the process as needed.
Brokers always see where their file sits; underwriters drive it forward.
The permission model isn't a limitation — it's what keeps a shared organization clean, safe, and fast.
Files, documents, scenarios, notes, and communication all live in one place — no email threads or scattered PDFs.
Admins see the whole organization; brokers see only their own files. Nobody stumbles into anyone else's deals.
Automations are organization-wide, so they stay with admins. No one-off broker automation can break things for everyone else.
Brokers are tagged in notes and looped into scenarios, so underwriter and broker coordinate in one continuous thread.
Each broker connects Velocity and their files flow in automatically — the pipeline fills itself.
Underwriters take on as much or as little of the process as the broker wants — the handoff flexes to fit.
Restricted broker seats are priced through custom enterprise billing — brokers with limited access aren't charged full price.
Broki configures your permissions and builds your pipeline correctly from day one, so the setup is right the first time.
Brokers never lose sight of their file, its documents, or its scenarios — even while the underwriter is driving it.
Because brokers use a restricted slice of the platform, we don't charge full price for every seat. Pricing scales to the number of brokers who'll be using it.
Enterprise plan
Centralize your brokers, your documents, and your scenarios — with the permissions locked down the right way from the start.