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Brokeredge: The Simple CRM for Canadian Mortgage Brokers

Make Your CRM Work For You

Simplify your business operation with smarter tools that work with almost no manual input.  You'll be surprised how easy it can be.

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Effortless Automation, Powerful Results

Easily pull in your old data, activate email automations in minutes, and add contacts with just a few clicks. Stay in control of your communication, nurture relationships, and prevent deals from slipping through the cracks.

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Simple & Approachable Workflow

Workflows come ready-to-use so you can start automating immediately. Brokeredge not only tracks standard mortgage data but also automatically monitors income, refinances, and external mortgages. And if you need to fine-tune your process, customization is simple and intuitive.

Automatically Connect to Your Submission Platform

Port your existing CRM data over and easily integrate Brokeredge with Finmo, Scarlett, Filogix and Velocity.  The platform is designed to minimize manual input - clients and mortgages move seamlessly through life cycles, triggering smart workflows along the way.

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Integrate with Industry Leading Software

Automate lead capture, external list population, and more. Connect Brokeredge to Gmail or Outlook contacts, Calendly, Twilio, Zapier, and leading mortgage services effortlessly.

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. 

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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 is always available.  The platform is secured via role-based access, multi-factor authentication, and single sign-on using OAuth 2.0 OpenID Connect.

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What Others Are Saying

“Since switching to Brokeredge, I have become so aware of the holes my previous CRM had. This system is easy, efficient and gets your clients engagement without any unnecessary extra work. I wish I made the switch a long time ago - if you're worried about the set up, don't - they make it SO EASY ! just pull the trigger and get ready for your clients to start connecting with you like never before ~A”

Amber Mihm-Andrew

  • What systems can I integrate with Brokeredge?
    Brokeredge CRM integrates seamlessly with Finmo, Scarlett DOS, Velocity, and Filogix. With Finmo and Velocity, we automatically pull in your deal history. For Scarlett and Filogix, we simplify the process of importing your deal history extract, making it easy to get up and running. Additionally, we integrate with other popular Canadian mortgage tools, text messaging services, and Zapier, offering flexibility and customization to suit your needs.
  • Do you offer a free trial?
    Yes, we offer a 14-day free trial to give you a chance to experience how simple and effective Brokeredge can be for your business.
  • Can I update Brokeredge CRM with my existing data?
    Yes, we've made it easy to import external data on your own. It isn't always intuitive to get the data yourself, but we're here to help. As part of the onboarding process, we'll be happy to help get your data in, so you can start fresh, with everything you need.
  • How to use Brokeredge with a team
    Brokeredge makes team collaboration effortless by offering organization-level reporting, precise income tracking, and role-specific data sharing. Integrated team chat, customizable view settings, and the option to CC team members on approval emails ensure everyone stays in the loop and only sees what’s relevant to their role. This streamlined approach empowers your assistants, underwriters, and agents to work together efficiently, even managing your inbox for you.
  • Is my client data secure with Brokeredge?
    Yes, your client data is safe with us. We prioritize data privacy and security, ensuring that your information is protected with industry-leading encryption and security protocols. All data is stored securely in Canada, in compliance with local privacy regulations, giving you peace of mind.
  • Is Brokeredge easy to use for someone who isn’t tech-savvy?
    Absolutely! Brokeredge is designed with simplicity in mind. We focus on delivering the features that matter most to mortgage brokers, so you can manage your clients and leads without the complexity. Plus, we offer dedicated support to ensure you get the most out of your CRM.
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