Broki
Broki is a Canadian mortgage broker CRM for brokers and brokerages, with tools for managing deals, clients, and referral partners.
What Broki is
Broki is a Canadian mortgage broker CRM for brokers and brokerages, with tools for managing deals, clients, and referral partners. Its workflows bring loan pipelines, client communication, document collection, e-sign, compliance tasks, and marketing automation into one platform. Through a client portal, borrowers can upload documents, follow application status, meet their team, and compare lender offers. Broki also monitors client mortgages for refinance and renewal opportunities and describes monthly homeowner snapshots. Live integrations listed include Finmo, Velocity, Gmail, Outlook, and Rackspace; several other connections, including Filogix, BOSS, and Microsoft Teams, are marked as coming soon. The service is available on Android, iOS, and the web. Broki describes itself as PIPEDA-compliant and says it hosts data on AWS Canada with data residency and end-to-end encryption. The company also says it passed a CASA assessment by TAC Security, with independent reassessment every 12 months. The Broki Platform costs C$99 a month per user, billed monthly, plus applicable tax, and includes a 14-day free trial. Done-for-You Onboarding is 499.00 CAD once.
Good
- Client portal supports document uploads and application tracking
- Monitors mortgages for refinance and renewal opportunities
- Live integrations include Finmo, Velocity, Gmail, Outlook, and Rackspace
- Unlimited mortgage files with no per-file fees or usage caps
- Available on Android, iOS, and web
Watch out
- The platform costs C$99 a month per user
- Applicable tax is additional
- Several listed integrations are marked coming soon
Who it suits
Broki is built for Canadian mortgage brokers and brokerages managing loan pipelines, borrowers, and referral partners. Its client portal may suit teams that want borrowers to submit documents and follow application status online.
Verdict
Broki brings mortgage deal management, client access, and renewal monitoring together for Canadian brokers. Check the monthly per-user cost and whether its live integrations meet your needs.
Plans and prices
From Broki's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| The Broki Platform | C$99 a month | Unlimited mortgage files · no per-file fees · no usage caps · 14-day free trial · $99 CAD/month per user; cancel anytime; plus applicable tax |
| Done-for-You Onboarding | C$499, paid once | Files, contacts, notes and commissions migrated · partners imported · LOS connected and tested · 1-on-1 walkthrough · $499 CAD · one-time |
The facts
Each one read from Broki's own pages, with the date it was checked.
What it does
- Audience
- The platform is built for Canadian mortgage brokers and brokerages.checked 7 Oct 2026
- Client portal
- Clients can upload documents, track application status, meet their team and compare lender offers through the portal.checked 7 Oct 2026
- Compliance
- Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada.checked 7 Oct 2026
- Custom work
- Custom integrations and feature builds are quoted per project, with development costs paid by the customer.checked 7 Oct 2026
- Deal management
- Broki brings mortgage deal workflows into one place, including pipeline management, client communication and document collection.checked 7 Oct 2026
- Live integrations
- The integrations page lists Finmo, Velocity, Gmail, Outlook and Rackspace as live integrations.checked 7 Oct 2026
- Product
- Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring.checked 7 Oct 2026
- Renewal monitoring
- Broki monitors client mortgages and surfaces refinance and renewal opportunities, with monthly homeowner snapshots described on its site.checked 7 Oct 2026
- 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.checked 7 Oct 2026
- Security reassessment
- The site says its CASA assessment is conducted by an independent third-party lab and reassessed every 12 months.checked 7 Oct 2026
- Support
- The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding.checked 7 Oct 2026
- Volume pricing
- Brokerage teams receive an additional 5% discount for each 25 seats, up to 50% off at 250 or more seats.checked 7 Oct 2026
The company
- Company
- Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO.checked 7 Oct 2026
- Headquarters
- British Columbia, Canadachecked 28 Sep 2026
Money
- Planned integrations
- Filogix, BOSS, Scarlett Network, Microsoft Teams, Google Meet, Zoom, Google Calendar, Outlook Calendar, Instagram, Facebook Messenger, WhatsApp and Canadian Mortgage App are marked coming soon.checked 7 Oct 2026
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