Broki vs Mortgage Ready
Broki
broki.caMortgage Ready
mortgage-ready.ukSide by side
| Figure | Broki | Mortgage Ready |
|---|---|---|
| Price from | C$99/mo | £39/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 2 | 3 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 7.4 (#21) |
| Client portal | Clients can upload documents, track application status, meet their team and compare lender offers through the portal. | Clients can view case status, upload documents, complete fact finds and message the firm through a branded portal. |
| Product | Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring. | Mortgage Ready describes itself as a CRM built for UK mortgage brokers and firms. |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | The pricing page lists email support on Sole Adviser, priority email and chat on Growing Team, and a named account manager on Firm. |
Plans
Mortgage Ready
- Growing Team£39 a month
- Sole Adviser£49 a month
- Firm£69 a month
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.
Mortgage Ready
Mortgage Ready has no write-up on Specifiction yet; its figures are above.