Broki vs MapleConnect

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.

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.