Tech riderRev. 7 Oct 2026
- 1Runs onAndroid, iOS, Web
- 2Costsfree trial · paid from C$99/mo
- 3Borrower managementYes
- 4Referral partner managementYes
- 5Loan pipeline trackingYes
- 6Marketing automationYes
- 7Compliance workflowsYes
- 8SMS automationYes
8 lines stated Written from the maker's own pages: broki.ca
Overview
Broki is ranked #7 of 29 in mortgage CRM software on Specifiction. It runs on Android, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at C$99/mo.
Broki plans and pricing
All plansThe Broki Platform C$99/mo $99 CAD/month per user; cancel anytime; plus applicable tax Unlimited mortgage files · no per-file fees · no usage caps · 14-day free trial broki.ca · 7 Oct 2026
Done-for-You Onboarding C$499 once $499 CAD · one-time Files, contacts, notes and commissions migrated · partners imported · LOS connected and tested · 1-on-1 walkthrough broki.ca · 7 Oct 2026
Compared on mortgage CRM software
Facts
- Product
- Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring.broki.ca · 7 Oct 2026
- Audience
- The platform is built for Canadian mortgage brokers and brokerages.broki.ca · 7 Oct 2026
- Deal management
- Broki brings mortgage deal workflows into one place, including pipeline management, client communication and document collection.broki.ca · 7 Oct 2026
- Client portal
- Clients can upload documents, track application status, meet their team and compare lender offers through the portal.broki.ca · 7 Oct 2026
- Renewal monitoring
- Broki monitors client mortgages and surfaces refinance and renewal opportunities, with monthly homeowner snapshots described on its site.broki.ca · 7 Oct 2026
- Live integrations
- The integrations page lists Finmo, Velocity, Gmail, Outlook and Rackspace as live integrations.broki.ca · 7 Oct 2026
- Planned integrations
- Filogix, BOSS, Scarlett Network, Microsoft Teams, Google Meet, Zoom, Google Calendar, Outlook Calendar, Instagram, Facebook Messenger, WhatsApp and Canadian Mortgage App are marked coming soon.broki.ca · 7 Oct 2026
- Security
- Broki says data is hosted on AWS Canada with data residency and end-to-end encryption, and that it passed a CASA assessment by TAC Security.broki.ca · 7 Oct 2026
- Compliance
- Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada.broki.ca · 7 Oct 2026
- Security reassessment
- The site says its CASA assessment is conducted by an independent third-party lab and reassessed every 12 months.broki.ca · 7 Oct 2026
- Support
- The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding.broki.ca · 7 Oct 2026
- Volume pricing
- Brokerage teams receive an additional 5% discount for each 25 seats, up to 50% off at 250 or more seats.broki.ca · 7 Oct 2026
- Custom work
- Custom integrations and feature builds are quoted per project, with development costs paid by the customer.broki.ca · 7 Oct 2026
- Company
- Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO.broki.ca · 7 Oct 2026
Company
- Headquarters
- British Columbia, Canadabroki.ca · 28 Sept 2026
Best Broki alternatives
See all 20 All accessCh 01 KudosCRM Free planFree trialWeb from $9/mo7.5 All accessCh 02 MloFlo AndroidiOS from $4.99/mo7.5 All accessCh 03 Mortgage Magic Free trialAndroidiOS from £85/mo7.4 All accessCh 04 Total Expert Free planAndroidAPI from $100/mo7.3 All accessCh 05 Effi Free trialAndroidAPI from $180,120/mo7.1 All accessCh 06 Aidium AndroidAPI 7.0
Where it ranks on Specifiction
Is Broki yours?
Claim it for free: prove the domain, then correct facts, plans and screenshots. An editor reviews every change.
Sources
- broki.ca/about/· checked 7 Oct 2026
- broki.ca· checked 7 Oct 2026
- broki.ca/integrations/· checked 7 Oct 2026