Broki review
A Canadian mortgage CRM with portals, automation, renewals, and file pipelines.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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 pros and cons
- 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
Broki fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.
Last updated · How we research and update