Brokeredge
Brokeredge: A Canadian mortgage CRM with broad integrations, automation, and compliance workflows. Ranked #21 of 29 in Mortgage CRM Software by our editors (6.6/10); pricing: 14-day trial; best for canadian brokers wanting integrations and web workflows.
At a glance
- Editor score6.6 / 10
- Pricing14-day trial
- Best forCanadian brokers wanting integrations and web workflows
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Connects with Finmo, Velocity, Scarlett, Filogix, and Hurricane
- Combines pipeline tracking, drip campaigns, SMS, and email journeys
- Includes FINTRAC checks, permissions, assignments, and data views
Where it doesn't
- No dedicated downloadable mobile app
- Paid plans may require evaluating fit beyond the 14-day trial
- Workflow depth is centered on Canadian mortgage brokerage needs
Our verdict on Brokeredge
Brokeredge is a cloud CRM for Canadian mortgage brokers managing borrowers, prospects, clients, business partners, and mortgage records. Its workflow covers the mortgage lifecycle from contact management and custom journey stages through pipeline tracking, tasks, automated email journeys, and compliance checklists. Brokers can also use team roles, permissions, assignments, and data views to organize access across a brokerage. The mobile-friendly web application supports browser-based access, while the product’s focus remains on mortgage-specific operations rather than general-purpose CRM use.
The integration layer is a central strength. Brokeredge connects with Finmo, Velocity, Scarlett, Filogix, and Hurricane, alongside Gmail, Outlook, Calendly, Twilio, Zapier, RingCentral, Dialpad, Quo, DocuSign, and Fastkey. That combination gives Canadian brokers a way to connect mortgage submission systems with communication, scheduling, document, calling, and automation tools. Marketing workflows add scheduled email sequences, drip campaigns, SMS messaging through supported integrations, and AI-assisted automated email creation. Brokers choosing Brokeredge should have a clear use case for connecting these systems and automating follow-up around mortgage journeys.
Brokeredge uses paid pricing with a 14-day free trial and annual billing discount language. Its compliance checklist includes FINTRAC ID verification and status tracking, while custom stages and team controls support brokerages with defined processes. The main trade-off is platform scope: the experience is web-based rather than a dedicated mobile app, and its strongest fit is a Canadian mortgage brokerage that values specialized integrations and workflow automation. It is less suited to teams seeking a broad, industry-agnostic CRM or a downloadable mobile application.
Your product? Our editors can test Brokeredge in depth and publish a review, labelled as paid · from $149/mo →
Brokeredge pricing
Brokeredge fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | No |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 16 integrations: Finmo, Velocity, Scarlett, Filogix, Hurricane, Gmail … |
| Pricing | 14-day trial (source) |
| Website | brokeredge.ca |
| Facts checked | 20 Sep 2026 |
Brokeredge integrations
Brokeredge lists 16 integrations on its own site.
- Finmo
- Velocity
- Scarlett
- Filogix
- Hurricane
- Gmail
- Outlook
- Calendly
- Twilio
- Zapier
- RingCentral
- Dialpad
- Quo
- DocuSign
- Fastkey
- Fireflies
Alternatives to Brokeredge
- 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 Brokeredge alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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