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Brokeredge CRM

You've been gifted 30 days for free

Pay yearly for up to 20% off

BrokeredgeAssist

Team level access for admins and associates

CA$30

  • Access for users who don't need a deal portal connection

  • Collaborate with team members on client files

  • Connect to multiple agents/brokers if necessary

  • Communicate with client's directly

  • Team chat

Most popular

BrokeredgeSimple

Full automated integration with your deal origination system

CA$100

  • Full integration with you submission platform

  • 25 pre-configured client journeys - unlimited additional journeys

  • Income tracking

  • 3rd party integrations (Zapier, Calendly, Canadian Mortgage tools)

BrokeredgePro

Team level access for admins and associates

CA$125

Everything in BrokeredgeSimple plus: 

  • Custom client and mortgage stages

  • Team collaboration - control data access for team members

  • Text messaging

  • Enhanced custom support

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