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SPECIFICTION
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Brokeredge

brokeredge.ca

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Spec score 7.6 #18 of 29 in Mortgage CRM Software

What it is

Brokeredge is web-based CRM software for Canadian mortgage brokers, covering borrower and referral partner management, loan pipeline tracking, client communication, marketing, tasks, and documents. Users can activate email automations, add contacts, and customize ready-to-use workflows that track mortgage data, income, refinances, and external mortgages. Smart workflows can contact clients by email or text. Brokeredge integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane; it automatically imports deal history from Finmo, Velocity, and Hurricane. Other listed integrations include Gmail or Outlook contacts, Calendly, Twilio, and Zapier. Team tools include organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and approval-email CCs. The maker says data is encrypted and hosted on Microsoft Azure, with multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on. Its FAQ says client data is stored in Canada. The paid service offers a 14-day free trial, and annual billing can reduce the price by up to 20%. There is no mobile app.

Spec sheet

Product
Brokeredge describes itself as a CRM for Canadian mortgage brokers.Read 8 Oct 2026 · brokeredge.ca
Trial
The site offers a 14-day free trial.Read 8 Oct 2026 · brokeredge.ca
API
The terms say API access may be offered as an optional feature, with support limited to API availability and documentation.Read 8 Oct 2026 · brokeredge.ca
Security
The product page says data is encrypted and describes Azure hosting, multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on.Read 8 Oct 2026 · brokeredge.ca
Support
The site says it offers dedicated support and can help import customer data during onboarding.Read 8 Oct 2026 · brokeredge.ca
Annual billing
The pricing page says customers can pay yearly for up to 20% off.Read 8 Oct 2026 · brokeredge.ca
Automation
Users can activate email automations, add contacts, and use ready-to-use customizable workflows that track mortgage data, income, refinances, and external mortgages.Read 8 Oct 2026 · brokeredge.ca
Cancellation
Customers may cancel at any time, but unused subscription fees are not refunded and access continues through the paid billing cycle.Read 8 Oct 2026 · brokeredge.ca
Client communication
Custom workflows can contact clients by email or text.Read 8 Oct 2026 · brokeredge.ca
Client messaging
Smart workflows can contact clients automatically by email or text using customized content.Read 8 Oct 2026 · brokeredge.ca
Data location
The FAQ says client data is stored in Canada and protected using encryption and security protocols.Read 8 Oct 2026 · brokeredge.ca
Hosting and security
The site says data is encrypted and hosted on Microsoft Azure, with multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on.Read 8 Oct 2026 · brokeredge.ca
Mortgage systems
Brokeredge integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane; it automatically pulls deal history from Finmo, Velocity, and Hurricane.Read 8 Oct 2026 · brokeredge.ca
Onboarding
Brokeredge says customers can import external data themselves and that it can help import data during onboarding.Read 8 Oct 2026 · brokeredge.ca
Other integrations
The site lists Gmail or Outlook contacts, Calendly, Twilio, and Zapier among its integrations.Read 8 Oct 2026 · brokeredge.ca
Privacy controls
The privacy policy says users own their service data and may access, share, export, or request its deletion.Read 8 Oct 2026 · brokeredge.ca
Team collaboration
Team features include organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and CC options for approval emails.Read 8 Oct 2026 · brokeredge.ca
Teams
Team features include organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and approval-email CCs.Read 8 Oct 2026 · brokeredge.ca
Workflow automation
It provides ready-to-use workflows and tracks mortgage data, income, refinances, and external mortgages.Read 8 Oct 2026 · brokeredge.ca

Strong points and limits

Strong points

  • Tracks borrowers, referral partners, and loan pipelines.
  • Custom workflows can email or text clients.
  • Integrates with five named mortgage systems.
  • Includes team chat and role-specific data sharing.
  • 14-day free trial.

Limits

  • No mobile app.
  • Unused subscription fees are not refunded after cancellation.

Who it suits

Brokeredge suits Canadian mortgage brokers seeking borrower and referral partner management alongside loan tracking and automated client communication. Its team features also address brokers working collaboratively.

Verdict

Brokeredge combines mortgage workflow tracking with communication and team tools. Consider the absence of a mobile app and the billing terms when evaluating the paid service.

Where Specifiction places it

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