BrokerDam

Spec sheet

What it does

BrokerDam is an AI-powered CRM for Canadian mortgage brokers covering the workflow from lead through funded file.Read 21 Oct 2026 · brokerdam.ca

Product

BrokerDam is an AI-powered CRM built for Canadian mortgage brokers and brokerages.Read 7 Oct 2026 · brokerdam.ca

Intended users

The service is intended for licensed mortgage professionals and brokerages.Read 7 Oct 2026 · brokerdam.ca

Integrations

Live integrations include Velocity (Newton), Meta and Google Ads lead capture through Make or Zapier, Gmail, and Outlook/Microsoft 365; Filogix is supported by file import and Finmo is on the roadmap.Read 7 Oct 2026 · brokerdam.ca

Support

The published support channel is email at [email protected].Read 21 Oct 2026 · brokerdam.ca

Headquarters

New Westminster, British Columbia, CanadaRead 28 Sep 2026 · brokerdam.ca

AI data use

BrokerDam says uploaded mortgage files are not used to train public AI models, and AI outputs are intended to assist rather than replace professional judgment.Read 7 Oct 2026 · brokerdam.ca

AI decision limit

The AI Underwriter surfaces items for the broker to verify and does not make lending decisions.Read 21 Oct 2026 · brokerdam.ca

AI Underwriter

The AI Underwriter reads paystubs, NOAs, T4s, bank statements, credit and MLS documents together, calculates GDS/TDS using the OSFI B-20 stress test, and produces a broker summary with reasoning.Read 21 Oct 2026 · brokerdam.ca

AI underwriting

The AI Underwriter reviews and cross-references application documents, calculates GDS/TDS with the OSFI B-20 stress test, and produces an exportable broker-ready summary.Read 7 Oct 2026 · brokerdam.ca

Booking page

Each account includes a branded booking link with configurable availability, buffers, minimum notice, timezone display, confirmations, reminders, calendar invites and self-service rescheduling.Read 21 Oct 2026 · brokerdam.ca

Calculator geography limit

Land-transfer calculations are documented for British Columbia, Ontario including Toronto and Alberta, with additional provinces described as future additions.Read 21 Oct 2026 · brokerdam.ca

Calculators

Included calculators cover mortgage payments, affordability, land-transfer or title fees and prepayment savings using Canadian conventions and branded PDF export.Read 21 Oct 2026 · brokerdam.ca

Cancellation

Monthly subscriptions can be cancelled from account settings without a minimum term or cancellation fee; annual subscriptions remain active through their prepaid year and cancellation stops renewal rather than refunding the remainder.Read 21 Oct 2026 · brokerdam.ca

Client portals

The product includes branded borrower and realtor portals for deal-status visibility and referral-partner updates.Read 21 Oct 2026 · brokerdam.ca

Data export

Contacts and deals can be exported at any time, while signed documents, certificates and uploaded files can be downloaded.Read 21 Oct 2026 · brokerdam.ca

Data ownership

Customers retain ownership of uploaded data and can export contacts and deals at any time.Read 7 Oct 2026 · brokerdam.ca

Data residency

BrokerDam says customer data is hosted in Canada, specifically AWS ca-central-1.Read 21 Oct 2026 · brokerdam.ca

Deal management

The CRM tracks deals through a 7-stage pipeline with automated reminders, conditions tracking, tasks, and checklists.Read 7 Oct 2026 · brokerdam.ca

Developer access limit

Public technical material documents a Velocity API-key connection and inbound webhooks but does not present a general BrokerDam API, SDK or self-hosting package.Read 21 Oct 2026 · brokerdam.ca

Documentation

Public tutorials cover Velocity connection, AI underwriting, e-signing, ad-lead webhooks, calculator PDF export and book import.Read 21 Oct 2026 · brokerdam.ca

E-signature

E-sign packages support multiple signers, drag-and-drop fields, progress notifications, resend and void actions, and a completion certificate containing authentication, IP, timestamps and a SHA-256 hash.Read 21 Oct 2026 · brokerdam.ca

Hosting and security

BrokerDam says customer data is stored in Canada and that it uses encryption, access controls, monitoring, and vulnerability management; some AI processing may occur in the United States.Read 7 Oct 2026 · brokerdam.ca

Independent data statement

A.I.M.I. Collective states that BrokerDam data is hosted in Canada in ca-central-1 and that users can import and export their books without lock-in.Read 21 Oct 2026 · aimicollective.com

Independent description

A.I.M.I. Collective describes BrokerDam as a separate paid CRM and deal platform, with its brokers receiving a member rate rather than it being bundled with brokerage services.Read 21 Oct 2026 · aimicollective.com

Independent feature summary

A.I.M.I. Collective lists pipeline management, client records, e-signing, email/SMS campaigns, mortgage calculators, renewal reminders and AI-assisted underwriting as BrokerDam capabilities.Read 21 Oct 2026 · aimicollective.com

Independent integration statement

A.I.M.I. Collective says BrokerDam syncs Velocity deals and co-borrowers, imports Filogix files, supports Make or Zapier ad leads and has Finmo on its roadmap.Read 21 Oct 2026 · aimicollective.com

Independent positioning

A.I.M.I. Collective presents BrokerDam as optional rather than a mandatory brokerage technology fee and says brokers may keep another compliant CRM.Read 21 Oct 2026 · aimicollective.com

Limit: annual commitment

Annual billing is prepaid for twelve months and ending it early does not refund the unused period.Read 21 Oct 2026 · brokerdam.ca

Limit: Finmo availability

Finmo is described as being on the roadmap rather than a current live integration.Read 21 Oct 2026 · brokerdam.ca

Limit: SMS volume

The standard plan includes a monthly text allowance, while higher-volume brokerages must buy additional SMS credit packs in the app.Read 21 Oct 2026 · brokerdam.ca

Marketing

Marketing tools include branded feature sheets, AI-assisted email drafting, email campaigns and automated nurture campaigns.Read 21 Oct 2026 · brokerdam.ca

Messaging and calculators

The product includes two-way SMS, bulk texting, email and SMS campaigns, and mortgage, affordability, land transfer tax, and prepayment calculators.Read 7 Oct 2026 · brokerdam.ca

Other integrations

Filogix history can be imported by file, Meta and Google ad leads can arrive through webhooks using Make or Zapier, and Finmo support is described as on the roadmap.Read 21 Oct 2026 · brokerdam.ca

Pipeline

The CRM provides a seven-stage deal pipeline with automated follow-ups, conditions tracking, task management and checklists.Read 21 Oct 2026 · brokerdam.ca

Portals and e-sign

BrokerDam includes branded client and realtor portals and e-signing with a certificate of completion.Read 7 Oct 2026 · brokerdam.ca

Renewals

Funded-file maturity dates can drive staged reminder sequences and outreach by email, SMS or campaigns.Read 21 Oct 2026 · brokerdam.ca

Sensitive data security

The FAQ states that SIN values are encrypted and document storage is access controlled.Read 21 Oct 2026 · brokerdam.ca

SMS compliance

The system processes STOP replies automatically, suppresses opted-out contacts before sends and keeps texts limited to CRM contacts; consent duties remain with the broker.Read 21 Oct 2026 · brokerdam.ca

Text messaging

BrokerDam supplies a dedicated brokerage number, two-way SMS, threaded contact histories, bulk messages and automated texts tied to pipeline stages.Read 21 Oct 2026 · brokerdam.ca

Velocity integration

Velocity (Newton) synchronization imports deals, borrowers, co-borrowers, mortgage fields and mapped stages using a customer-generated API key.Read 21 Oct 2026 · brokerdam.ca

Velocity sync direction

Velocity synchronization is on demand and one way into BrokerDam; nothing is written back to Velocity.Read 21 Oct 2026 · brokerdam.ca

Plans and prices

Every BrokerDam plan and price →

Where Specifiction places it

• Mortgage CRM Software#2 of 298.8