Broki vs KudosCRM

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.

KudosCRM is a customer relationship management tool for organizing sales activity, available on the web, iOS, and Android. Its listed features include a visual sales pipeline, email sync, marketing automation, and AI features. The free plan lasts indefinitely and covers up to 3 users, 1,000 contacts, and 1 pipeline, with tasks, activities, and one email inbox. Basic is $9 a month billed annually, with limits of 25 users, 25,000 contacts, 3 pipelines, and 10 automations; meetings, forms, and invoicing are also included. Professional is $24 a month billed annually and provides unlimited users and pipelines, up to 250,000 contacts, 50 automations, Kudos AI allocation, webhooks, API, and lead scoring. Enterprise is $49 a month billed annually for 50+ seats, with SSO, SAML, SCIM, unlimited audit log and export, a dedicated customer success manager, and a 99.9% uptime SLA. A 14-day trial is listed. The maker is based in Hong Kong.