Broki vs LeadBolt
Broki
broki.caLeadBolt
getleadbolt.comSide by side
| Figure | Broki | LeadBolt |
|---|---|---|
| Price from | C$99/mo | $29.99/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 2 | 2 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 8.0 (#12) |
| Audience | The platform is built for Canadian mortgage brokers and brokerages. | LeadBolt says it serves solo agents, small teams, lenders, and investors across the United States. |
| Company | Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO. | LeadBolt says it was founded by working real estate agent Lenny Figueroa and is based in La Habra, California; the page gives no founding year. |
| Headquarters | British Columbia, Canada | La Habra, California, United States |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | LeadBolt lists [email protected] for support inquiries and offers Enterprise customers priority support and a dedicated account manager. |
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.