Broki vs Model Match CRM
Broki
broki.ca
Model Match CRM
modelmatch.comSide by side
| Figure | Broki | Model Match CRM |
|---|---|---|
| Price from | C$99/mo | $49/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 2 | 5 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 8.4 (#8) |
| 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 privacy policy says Model Match uses technical and organizational measures to protect information and notes that no network or system can be guaranteed fully secure. |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | The listed Standard plan includes help desk, email, and group training sessions; Ultra includes priority support. |
Plans
Model Match CRM
- Standard$49 a month
- Essentials$99 a month
- Premium$199 a month
- Ultra$399 a month
- EnterprisePriced on request
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.
Model Match CRM
Model Match CRM has no write-up on Specifiction yet; its figures are above.