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SPECIFICTION
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Broki

broki.ca

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Spec score 8.3 #9 of 29 in Mortgage CRM Software

What it is

Broki is a Canadian mortgage broker CRM for brokers and brokerages, with deal pipelines, client and partner management, document collection, e-sign, renewal monitoring and related workflows. Clients can use its portal to upload documents, check application status, meet their team and compare lender offers. The platform monitors client mortgages for refinance and renewal opportunities and describes monthly homeowner snapshots. Listed live integrations include Finmo, Velocity, Gmail, Outlook and Rackspace; other named connections are marked as coming soon. Broki is available on Android, iOS and the web. Its platform plan costs C$99 a month per user, billed monthly, plus applicable tax, and includes a 14-day free trial, unlimited mortgage files, no per-file fees and no usage caps. Done-for-You Onboarding costs 499.00 CAD once and includes migration of files, contacts, notes and commissions, partner imports, LOS connection and testing, and a one-on-one walkthrough. Broki says it is PIPEDA-compliant and hosts data on AWS Canada with data residency and end-to-end encryption.

Spec sheet

Product
Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring.Read 7 Oct 2026 · broki.ca
Audience
The platform is built for Canadian mortgage brokers and brokerages.Read 7 Oct 2026 · broki.ca
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.Read 7 Oct 2026 · broki.ca
Compliance
Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada.Read 7 Oct 2026 · broki.ca
Support
The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding.Read 7 Oct 2026 · broki.ca
Headquarters
British Columbia, CanadaRead 28 Sep 2026 · broki.ca
Company
Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO.Read 7 Oct 2026 · broki.ca
Client portal
Clients can upload documents, track application status, meet their team and compare lender offers through the portal.Read 7 Oct 2026 · broki.ca
Custom work
Custom integrations and feature builds are quoted per project, with development costs paid by the customer.Read 7 Oct 2026 · broki.ca
Deal management
Broki brings mortgage deal workflows into one place, including pipeline management, client communication and document collection.Read 7 Oct 2026 · broki.ca
Live integrations
The integrations page lists Finmo, Velocity, Gmail, Outlook and Rackspace as live integrations.Read 7 Oct 2026 · broki.ca
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.Read 7 Oct 2026 · broki.ca
Renewal monitoring
Broki monitors client mortgages and surfaces refinance and renewal opportunities, with monthly homeowner snapshots described on its site.Read 7 Oct 2026 · broki.ca
Security reassessment
The site says its CASA assessment is conducted by an independent third-party lab and reassessed every 12 months.Read 7 Oct 2026 · broki.ca
Volume pricing
Brokerage teams receive an additional 5% discount for each 25 seats, up to 50% off at 250 or more seats.Read 7 Oct 2026 · broki.ca

Plans and prices

The Broki Platform C$99 a month $99 CAD/month per user; cancel anytime; plus applicable tax Unlimited mortgage files · no per-file fees · no usage caps · 14-day free trial Read 7 Oct 2026 · broki.ca
Done-for-You Onboarding C$499, paid once $499 CAD · one-time Files, contacts, notes and commissions migrated · partners imported · LOS connected and tested · 1-on-1 walkthrough Read 7 Oct 2026 · broki.ca

Every Broki plan and price →

Strong points and limits

Strong points

  • Includes borrower and referral partner management.
  • Client portal supports document uploads and status tracking.
  • Monitors mortgages for refinance and renewal opportunities.
  • 14-day free trial is listed.

Limits

  • The platform costs C$99 a month per user.
  • Applicable tax is additional.
  • Several named integrations are coming soon.

Who it suits

Broki is built for Canadian mortgage brokers and brokerages managing borrower relationships and mortgage workflows. Its client portal and renewal monitoring may suit teams that want clients to submit documents and track applications online.

Verdict

Broki brings mortgage deal management, client-facing portal features and renewal monitoring together for Canadian brokers. Consider the per-user monthly cost and the distinction between live and planned integrations.

Where Specifiction places it

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