Broki vs JimNab CRM
Broki
broki.ca
JimNab CRM
jimnab.caSide by side
| Figure | Broki | JimNab CRM |
|---|---|---|
| Price from | C$99/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 2 | 0 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 7.1 (#24) |
| Audience | The platform is built for Canadian mortgage brokers and brokerages. | The system is tailored for Canadian mortgage brokers, including brokers working in Quebec. |
| Company | Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO. | The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners. |
| Headquarters | British Columbia, Canada | Laval, Quebec, Canada |
| Product | Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring. | JimNab describes its product as a CRM adapted for residential mortgage transactions. |
| 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. | The opened official page does not state specific security certifications or compliance claims. |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. |
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.