Broki
Broki: A Canadian mortgage CRM with portals, automation, renewals, and file pipelines. Ranked #16 of 29 in Mortgage CRM Software by our editors (7.1/10); pricing: From 99 CAD/user/mo · 14-day trial; best for canadian teams wanting portals and renewals.
At a glance
- Editor score7.1 / 10
- PricingFrom 99 CAD/user/mo · 14-day trial
- Best forCanadian teams wanting portals and renewals
- Free planNo
- Paid fromCA$99/user/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Mortgage pipelines, contacts, commissions, and referral relationships in one system
- Borrower and partner portals support document collection and updates
- Canadian hosting, encrypted infrastructure, audit logs, and mortgage integrations
Where it doesn't
- CAD 99 per user monthly makes it a paid-only platform
- Done-for-you onboarding adds a CAD 499 one-time charge
- Web platform coverage does not include a listed mobile platform
Our verdict on Broki
Broki is a mortgage CRM for Canadian mortgage brokers and brokerages managing files, borrowers, referral partners, and homeowner relationships. Its scope covers mortgage file and loan pipelines, contact records, branded borrower portals, referral-partner portals, document collection, commission splits, reporting, and lender-offer comparisons. Teams can also track renewals and monitor portfolios for refinance opportunities, making it relevant beyond the initial mortgage transaction.
The published pricing shows one main plan: Broki Platform costs CAD 99 per user per month on monthly billing, with unlimited mortgage files and contacts, all platform features, and a one-hour strategy and training call included. A 14-day trial is available. The separate Done-for-you onboarding option costs CAD 499 one time and includes migration of files, contacts, notes, commissions, and partners, along with pipeline-stage matching, an LOS connection, and a one-hour walkthrough. This gives smaller teams a standard entry point while providing a defined migration path for brokerages with existing records.
Broki’s strongest fit is a Canadian operation that needs mortgage-specific workflows rather than a general-purpose CRM. Integrations include Finmo, Newton Velocity, Filogix Expert, Scarlett, Boss, Twilio, Gmail, Outlook, Google Calendar, and Outlook Calendar. Workflow and email automations, SMS automation, renewal sequences, homeowner reports, and refinance alerts extend the platform into ongoing relationship management. Canadian-hosted encrypted infrastructure and audit logs support teams that need operational oversight. Organizations seeking a web-based mortgage CRM with portals and renewals should consider Broki; teams that require mobile platform coverage or a free plan should look elsewhere.
Broki pricing
All 2 Broki plans and prices →
Broki fact sheet
| Free plan | No |
|---|---|
| Paid from | CA$99/user/mo |
| 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 · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Live chat, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 10 integrations: Finmo, Newton Velocity, Filogix Expert, Scarlett, Boss, Twilio … See all → |
| Pricing | From 99 CAD/user/mo · 14-day trial (source) |
| Website | broki.ca |
| Facts checked | 20 Sep 2026 |
Broki integrations
Broki lists 10 integrations on its own site.
- Finmo
- Newton Velocity
- Filogix Expert
- Scarlett
- Boss
- Twilio
- Gmail
- Outlook
- Google Calendar
- Outlook Calendar
Alternatives to Broki
- 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
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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