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Brokeredge
What it is
Brokeredge is paid web CRM software for Canadian mortgage brokers. It brings borrower management, referral partner management, loan pipeline tracking, marketing automation, SMS automation, and compliance workflows into one service. Users can activate email automations, add contacts, and apply customizable workflows that track mortgage data, income, refinances, and external mortgages. Smart workflows can contact clients automatically by email or text with customized content. Brokeredge integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane, and can automatically pull deal history from Finmo, Velocity, and Hurricane. Other listed integrations include Gmail or Outlook contacts, Calendly, Twilio, and Zapier. Team tools include organization-level reporting, income tracking, role-specific sharing, team chat, customizable views, and approval-email CCs. Data is encrypted and hosted on Microsoft Azure, with multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on. A 14-day free trial is available; there is no mobile app.
For and against
For
- Borrower and referral partner management
- Loan pipeline tracking
- Email and SMS automation
- Mortgage-system integrations
- Canadian data storage
Against
- Paid service after 14-day trial
- No mobile app
- Unused subscription fees are not refunded
The verdict
Brokeredge covers core mortgage-broker operations alongside automated communication and team collaboration. The trial provides an entry point, but ongoing use is paid and web-only.
Who it suits
Brokeredge suits Canadian mortgage broker teams needing web-based borrower, partner, pipeline, messaging, marketing, and compliance workflows. It is intended for organizations comfortable working without a mobile app.
On the record
- Annual billing
- The pricing page says customers can pay yearly for up to 20% off.brokeredge.ca · read 8 Oct 2026
- API
- The terms say API access may be offered as an optional feature, with support limited to API availability and documentation.brokeredge.ca · read 8 Oct 2026
- Automation
- Users can activate email automations, add contacts, and use ready-to-use customizable workflows that track mortgage data, income, refinances, and external mortgages.brokeredge.ca · read 8 Oct 2026
- Cancellation
- Customers may cancel at any time, but unused subscription fees are not refunded and access continues through the paid billing cycle.brokeredge.ca · read 8 Oct 2026
- Client communication
- Custom workflows can contact clients by email or text.brokeredge.ca · read 8 Oct 2026
- Client messaging
- Smart workflows can contact clients automatically by email or text using customized content.brokeredge.ca · read 8 Oct 2026
- Data location
- The FAQ says client data is stored in Canada and protected using encryption and security protocols.brokeredge.ca · read 8 Oct 2026
- Hosting and security
- The site says data is encrypted and hosted on Microsoft Azure, with multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on.brokeredge.ca · read 8 Oct 2026
- Mortgage systems
- Brokeredge integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane; it automatically pulls deal history from Finmo, Velocity, and Hurricane.brokeredge.ca · read 8 Oct 2026
- Onboarding
- Brokeredge says customers can import external data themselves and that it can help import data during onboarding.brokeredge.ca · read 8 Oct 2026
- Other integrations
- The site lists Gmail or Outlook contacts, Calendly, Twilio, and Zapier among its integrations.brokeredge.ca · read 8 Oct 2026
- Privacy controls
- The privacy policy says users own their service data and may access, share, export, or request its deletion.brokeredge.ca · read 8 Oct 2026
- Product
- Brokeredge describes itself as a CRM for Canadian mortgage brokers.brokeredge.ca · read 8 Oct 2026
- Security
- The product page says data is encrypted and describes Azure hosting, multi-site disaster recovery, role-based access, multi-factor authentication, and OAuth 2.0 OpenID Connect single sign-on.brokeredge.ca · read 8 Oct 2026
- Support
- The site says it offers dedicated support and can help import customer data during onboarding.brokeredge.ca · read 8 Oct 2026
- Team collaboration
- Team features include organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and CC options for approval emails.brokeredge.ca · read 8 Oct 2026
- Teams
- Team features include organization-level reporting, income tracking, role-specific data sharing, team chat, customizable views, and approval-email CCs.brokeredge.ca · read 8 Oct 2026
- Trial
- The site offers a 14-day free trial.brokeredge.ca · read 8 Oct 2026
