BrokerDam
The facts below are what the maker publishes about BrokerDam, checked and dated. Our editors have not written about it yet.
Plans and prices
From BrokerDam's own pricing page, checked 21 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Monthly | C$99 a month | AI Underwriter · 7-stage pipeline · E-Sign · AML/FINTRAC compliance · commission tracking · automations · portals · marketing · after 14-day free trial; per user |
| Annual | C$999 a year | AI Underwriter · 7-stage pipeline · E-Sign · AML/FINTRAC compliance · commission tracking · automations · portals · marketing · after 14-day free trial; per user |
The facts
Each one read from BrokerDam's own pages, with the date it was checked.
What it does
- AI data use
- BrokerDam says uploaded mortgage files are not used to train public AI models, and AI outputs are intended to assist rather than replace professional judgment.checked 7 Oct 2026
- AI decision limit
- The AI Underwriter surfaces items for the broker to verify and does not make lending decisions.checked 21 Oct 2026
- AI Underwriter
- The AI Underwriter reads paystubs, NOAs, T4s, bank statements, credit and MLS documents together, calculates GDS/TDS using the OSFI B-20 stress test, and produces a broker summary with reasoning.checked 21 Oct 2026
- AI underwriting
- The AI Underwriter reviews and cross-references application documents, calculates GDS/TDS with the OSFI B-20 stress test, and produces an exportable broker-ready summary.checked 7 Oct 2026
- Booking page
- Each account includes a branded booking link with configurable availability, buffers, minimum notice, timezone display, confirmations, reminders, calendar invites and self-service rescheduling.checked 21 Oct 2026
- Calculator geography limit
- Land-transfer calculations are documented for British Columbia, Ontario including Toronto and Alberta, with additional provinces described as future additions.checked 21 Oct 2026
- Calculators
- Included calculators cover mortgage payments, affordability, land-transfer or title fees and prepayment savings using Canadian conventions and branded PDF export.checked 21 Oct 2026
- Cancellation
- Monthly subscriptions can be cancelled from account settings without a minimum term or cancellation fee; annual subscriptions remain active through their prepaid year and cancellation stops renewal rather than refunding the remainder.checked 21 Oct 2026
- Client portals
- The product includes branded borrower and realtor portals for deal-status visibility and referral-partner updates.checked 21 Oct 2026
- Data export
- Contacts and deals can be exported at any time, while signed documents, certificates and uploaded files can be downloaded.checked 21 Oct 2026
- Data residency
- BrokerDam says customer data is hosted in Canada, specifically AWS ca-central-1.checked 21 Oct 2026
- Deal management
- The CRM tracks deals through a 7-stage pipeline with automated reminders, conditions tracking, tasks, and checklists.checked 7 Oct 2026
- Developer access limit
- Public technical material documents a Velocity API-key connection and inbound webhooks but does not present a general BrokerDam API, SDK or self-hosting package.checked 21 Oct 2026
- Documentation
- Public tutorials cover Velocity connection, AI underwriting, e-signing, ad-lead webhooks, calculator PDF export and book import.checked 21 Oct 2026
- E-signature
- E-sign packages support multiple signers, drag-and-drop fields, progress notifications, resend and void actions, and a completion certificate containing authentication, IP, timestamps and a SHA-256 hash.checked 21 Oct 2026
- Hosting and security
- BrokerDam says customer data is stored in Canada and that it uses encryption, access controls, monitoring, and vulnerability management; some AI processing may occur in the United States.checked 7 Oct 2026
- Independent data statement
- A.I.M.I. Collective states that BrokerDam data is hosted in Canada in ca-central-1 and that users can import and export their books without lock-in.checked 21 Oct 2026
- Independent description
- A.I.M.I. Collective describes BrokerDam as a separate paid CRM and deal platform, with its brokers receiving a member rate rather than it being bundled with brokerage services.checked 21 Oct 2026
- Independent feature summary
- A.I.M.I. Collective lists pipeline management, client records, e-signing, email/SMS campaigns, mortgage calculators, renewal reminders and AI-assisted underwriting as BrokerDam capabilities.checked 21 Oct 2026
- Independent integration statement
- A.I.M.I. Collective says BrokerDam syncs Velocity deals and co-borrowers, imports Filogix files, supports Make or Zapier ad leads and has Finmo on its roadmap.checked 21 Oct 2026
- Independent positioning
- A.I.M.I. Collective presents BrokerDam as optional rather than a mandatory brokerage technology fee and says brokers may keep another compliant CRM.checked 21 Oct 2026
- Integrations
- Live integrations include Velocity (Newton), Meta and Google Ads lead capture through Make or Zapier, Gmail, and Outlook/Microsoft 365; Filogix is supported by file import and Finmo is on the roadmap.checked 7 Oct 2026
The company
- Data ownership
- Customers retain ownership of uploaded data and can export contacts and deals at any time.checked 7 Oct 2026
- Headquarters
- New Westminster, British Columbia, Canadachecked 28 Sep 2026
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