BrokerDam review
A compliance-focused mortgage CRM with AI underwriting and borrower workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
BrokerDam pros and cons
- 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
BrokerDam fact sheet, pricing and score →
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