BrokerDam

Plans and prices

Every plan, in full

On the record

AI data use

BrokerDam says uploaded mortgage files are not used to train public AI models, and AI outputs are intended to assist rather than replace professional judgment.brokerdam.ca · read 7 Oct 2026

AI decision limit

The AI Underwriter surfaces items for the broker to verify and does not make lending decisions.brokerdam.ca · read 21 Oct 2026

AI Underwriter

The AI Underwriter reads paystubs, NOAs, T4s, bank statements, credit and MLS documents together, calculates GDS/TDS using the OSFI B-20 stress test, and produces a broker summary with reasoning.brokerdam.ca · read 21 Oct 2026

AI underwriting

The AI Underwriter reviews and cross-references application documents, calculates GDS/TDS with the OSFI B-20 stress test, and produces an exportable broker-ready summary.brokerdam.ca · read 7 Oct 2026

Booking page

Each account includes a branded booking link with configurable availability, buffers, minimum notice, timezone display, confirmations, reminders, calendar invites and self-service rescheduling.brokerdam.ca · read 21 Oct 2026

Calculator geography limit

Land-transfer calculations are documented for British Columbia, Ontario including Toronto and Alberta, with additional provinces described as future additions.brokerdam.ca · read 21 Oct 2026

Calculators

Included calculators cover mortgage payments, affordability, land-transfer or title fees and prepayment savings using Canadian conventions and branded PDF export.brokerdam.ca · read 21 Oct 2026

Cancellation

Monthly subscriptions can be cancelled from account settings without a minimum term or cancellation fee; annual subscriptions remain active through their prepaid year and cancellation stops renewal rather than refunding the remainder.brokerdam.ca · read 21 Oct 2026

Client portals

The product includes branded borrower and realtor portals for deal-status visibility and referral-partner updates.brokerdam.ca · read 21 Oct 2026

Data export

Contacts and deals can be exported at any time, while signed documents, certificates and uploaded files can be downloaded.brokerdam.ca · read 21 Oct 2026

Data ownership

Customers retain ownership of uploaded data and can export contacts and deals at any time.brokerdam.ca · read 7 Oct 2026

Data residency

BrokerDam says customer data is hosted in Canada, specifically AWS ca-central-1.brokerdam.ca · read 21 Oct 2026

Deal management

The CRM tracks deals through a 7-stage pipeline with automated reminders, conditions tracking, tasks, and checklists.brokerdam.ca · read 7 Oct 2026

Developer access limit

Public technical material documents a Velocity API-key connection and inbound webhooks but does not present a general BrokerDam API, SDK or self-hosting package.brokerdam.ca · read 21 Oct 2026

Documentation

Public tutorials cover Velocity connection, AI underwriting, e-signing, ad-lead webhooks, calculator PDF export and book import.brokerdam.ca · read 21 Oct 2026

E-signature

E-sign packages support multiple signers, drag-and-drop fields, progress notifications, resend and void actions, and a completion certificate containing authentication, IP, timestamps and a SHA-256 hash.brokerdam.ca · read 21 Oct 2026

Hosting and security

BrokerDam says customer data is stored in Canada and that it uses encryption, access controls, monitoring, and vulnerability management; some AI processing may occur in the United States.brokerdam.ca · read 7 Oct 2026

Independent data statement

A.I.M.I. Collective states that BrokerDam data is hosted in Canada in ca-central-1 and that users can import and export their books without lock-in.aimicollective.com · read 21 Oct 2026

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