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Brokeredge for Canadian Mortgage Brokers and Agents
A fully integrated, easy to use CRM for Canadian mortgage brokers
Brokeredge CRM integrates directly with your mortgage origination portal. The platform is designed to minimize manual input - clients and mortgages move seamlessly through life cycles triggering smart workflows along the way.
Simple & Approachable Workflow
Workflows are set up out of the box, but you can easily customize them if that's your thing. In addition to standard mortgage information, the system will automatically track income, refinances, and external mortgages.
Automatically Connect to Your Submission Platform
Port your existing CRM data over and easily integrate Brokeredge CRM with Finmo, Scarlett DOS, Filogix and Velocity. New contacts and mortgages are automatically created, and move seamlessly from stage to stage.
Streamline Your Communication
Spend less time checking notifications, manually entering information, sending emails, or tracking your calendar. Smart workflows will keep in touch with your clients automatically via email or text with your own customized content.
Secure and Scalable Architecture
Data is fully encrypted and the platform is built on state-of-the-art, scalable, cloud infrastructure hosted on Microsoft Azure. A multi-site disaster recovery plan ensures Brokeredge CRM is always available. The platform is secured via role-based access, multi-factor authentication, and single sign-on using OAuth 2.0 OpenID Connect.
Built with the full brokerage in mind
How Do We Make Your Team Life Easier?
Organization Level Reporting
Predict and Track Income
Role-Level Sharing
Keep in the Loop with Team Chat