Broki vs Finova Broker CRM
Broki
broki.ca
Finova Broker CRM
finova.techSide by side
| Figure | Broki | Finova Broker CRM |
|---|---|---|
| Price from | C$99/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 2 | 1 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 7.7 (#17) |
| Compliance | Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada. | Custom automations and a comprehensive audit trail help firms build compliance into their workflows. |
| Headquarters | British Columbia, Canada | London, United Kingdom |
| 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. | Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site. |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | Broker CRM support offers training resources, webinars, release notes, and ticket support; published hours are Monday to Friday, 09:00–17:00, excluding public holidays. |
Plans
In their own words
Broki
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.
Finova Broker CRM
Finova Broker CRM has no write-up on Specifiction yet; its figures are above.