Brokeredge vs MapleConnect

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.

MapleConnect is an AI-native mortgage CRM for borrower and referral-partner pipelines, follow-up, scheduling, and contact records. It can send an immediate text and email response to website forms, rate-quote requests, ad leads, and missed calls. Its AI voice agent can answer around the clock, collect caller details, book consults, and log calls; questions about rates and programs go to a licensed loan officer. Automated SMS and email sequences follow borrower stages such as new inquiries, early shopping, and in-process milestones. Real estate agents, builders, and financial planners can have their own pipeline, shared-file status updates, and ongoing contact cadences. MapleConnect covers lead capture, response, nurture, scheduling, and touch records, while credit decisions, disclosures, rate locks, and underwriting stay with the customer and its loan origination system. Listed connectors include Twilio, RetellAI, Stripe, Google and Outlook Calendar, Resend, SendGrid, Facebook Lead Ads, and Zapier; a public REST API supports custom real-time syncs. The service is web-based, with API access. A free plan and 14-day trial are listed; paid plans start at $199 a month.