Brokeredge review
A Canadian mortgage CRM with broad integrations, automation, and compliance workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Brokeredge pros and cons
- 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
Brokeredge fact sheet, pricing and score →
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