BrokerDam
BrokerDam: A compliance-focused mortgage CRM with AI underwriting and borrower workflows. Ranked #17 of 29 in Mortgage CRM Software by our editors (7.0/10); pricing: 14-day trial; best for canadian brokers needing compliance-heavy workflows.
At a glance
- Editor score7.0 / 10
- Pricing14-day trial
- Best forCanadian brokers needing compliance-heavy workflows
- Free planNo
- Paid fromCA$999/user/yr
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Seven-stage pipeline with conditions tracking and automated reminders
- AI Underwriter creates broker-ready summaries from application documents
- FINTRAC tooling, e-signatures, portals, messaging, and commission tracking
Where it doesn't
- Platform access is web-only
- There is no free plan
- Core positioning is specific to Canadian mortgage workflows
Our verdict on BrokerDam
BrokerDam is a web-based mortgage CRM for Canadian mortgage brokers and brokerages. It organizes borrower and co-borrower records through a seven-stage loan pipeline, while supporting conditions tracking, automated reminders, e-signatures, compliance workflows, commission tracking, portals, messaging, calculators, booking, and lead capture. Its focus is practical for teams managing mortgage applications, client communication, referral relationships, and documentation in one system.
Pricing is available in two paid plans. The Monthly plan costs CAD 99 per user per month and includes the AI Underwriter, seven-stage pipeline, E-Sign, AML / FINTRAC compliance, commission tracking, and automations. The Annual plan costs CAD 999 per user per year and includes the same listed features. A 14-day trial is available, but there is no free plan. The annual option costs less than twelve monthly payments for one user, while the monthly plan offers a shorter billing commitment. Pricing is per user, so brokerages should account for each team member who needs access.
The standout capability is the AI Underwriter, which analyzes application-package documents and produces broker-ready summaries. That feature sits alongside e-signatures with completion certificates and audit trails, client and realtor portals, two-way SMS, bulk texting, email and SMS campaigns, and AML / FINTRAC tooling. BrokerDam also connects with Velocity (Newton), Make, Zapier, Google, and Microsoft, and supports CSV imports. Choose it if Canadian compliance workflows, mortgage-specific calculators, and borrower communications are central requirements. Teams seeking access beyond the web or a free starting tier should consider a different option.
Your product? Our editors can test BrokerDam in depth and publish a review, labelled as paid · from $149/mo →
BrokerDam pricing
All 2 BrokerDam plans and prices →
BrokerDam fact sheet
| Free plan | No |
|---|---|
| Paid from | CA$999/user/yr |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Not verified |
| Free trial | 14 days · card required |
| Deployment | Cloud |
| Platforms | Web |
| Support | |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 5 integrations: Velocity (Newton), Make, Zapier, Google, Microsoft See all → |
| Pricing | 14-day trial (source) |
| Website | brokerdam.ca |
| Facts checked | 20 Sep 2026 |
BrokerDam integrations
BrokerDam lists 5 integrations on its own site.
- Velocity (Newton)
- Make
- Zapier
- Microsoft
See all BrokerDam integrations →
Alternatives to BrokerDam
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all BrokerDam alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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