Brokeredge

What Brokeredge is

Brokeredge is a web-based CRM for Canadian mortgage brokers, combining borrower and referral partner management with loan pipeline tracking. It supports client communication, transaction deal flow, marketing, tasks, documents, and compliance workflows. Users can activate email automations and build customizable workflows that track mortgage details, income, refinances, and external mortgages. Custom workflows can send clients tailored messages by email or text. Brokeredge integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane, and automatically imports deal history from Finmo, Velocity, and Hurricane. Other listed integrations include Gmail or Outlook contacts, Calendly, Twilio, and Zapier. Teams get organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and approval-email CCs. Brokeredge says data is encrypted and stored in Canada, with Microsoft Azure hosting, disaster recovery, role-based access, multi-factor authentication, and single sign-on. The service is paid and offers a 14-day free trial. It runs on the web and has no mobile app.