Broki vs RAD CRM
Broki
broki.ca
RAD CRM
theradcrm.comSide by side
| Figure | Broki | RAD CRM |
|---|---|---|
| Price from | C$99/mo | $197/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 2 | 3 |
| Spec score · Mortgage CRM Software | 8.3 (#9) | 7.3 (#23) |
| Company | Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO. | The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location. |
| Headquarters | British Columbia, Canada | Gilbert, Arizona, United States |
| Support | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. | RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site. |
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.