Broki
British Columbia, Canada
What it is
Broki is a Canadian mortgage broker CRM built for Canadian brokers and brokerages. It brings deal workflows together with pipeline management, client communication, document collection, e-sign, compliance workflows, and marketing automation. Clients can use a portal to upload documents, check application status, meet their team, and compare lender offers. Broki also monitors client mortgages for refinance and renewal opportunities and describes monthly homeowner snapshots. Listed live integrations include Finmo, Velocity, Gmail, Outlook, and Rackspace; other named integrations are marked as coming soon. The platform is available on Android, iOS, and the web. Broki describes itself as PIPEDA-compliant and says data is hosted on AWS Canada with data residency and end-to-end encryption. It also says it passed a CASA assessment by TAC Security, reassessed every 12 months by an independent third-party lab. The Broki Platform costs C$99 a month per user, plus applicable tax, and includes a 14-day free trial. Done-for-You Onboarding costs C$499 once.
For and against
For
- Client portal supports document uploads and status tracking.
- Monitors mortgages for refinance and renewal opportunities.
- Live integrations include Finmo, Velocity, Gmail, Outlook, and Rackspace.
- 14-day free trial is included.
Against
- Platform costs C$99 a month per user.
- Applicable tax is additional.
- Done-for-You Onboarding costs C$499 once.
The verdict
Broki brings borrower-facing portal tools and mortgage workflow management into one CRM. Teams should weigh the per-user monthly charge and separate onboarding cost against the tools they need.
Who it suits
Broki is aimed at Canadian mortgage brokers and brokerages managing deal pipelines, borrower documents, and client renewals. Its portal features may also suit teams that want clients to check application status and compare lender offers.
Plans and prices
The Broki Platform
Unlimited mortgage files · no per-file fees · no usage caps · 14-day free trial
Read 7 Oct 2026 · broki.ca
Done-for-You Onboarding
Files, contacts, notes and commissions migrated · partners imported · LOS connected and tested · 1-on-1 walkthrough
Read 7 Oct 2026 · broki.ca
On the record
- Audience
- The platform is built for Canadian mortgage brokers and brokerages.broki.ca · read 7 Oct 2026
- Client portal
- Clients can upload documents, track application status, meet their team and compare lender offers through the portal.broki.ca · read 7 Oct 2026
- Company
- Broki Technologies Inc. lists British Columbia, Canada as its location; the about page names Jarrett White as founder and CEO.broki.ca · read 7 Oct 2026
- Compliance
- Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada.broki.ca · read 7 Oct 2026
- Custom work
- Custom integrations and feature builds are quoted per project, with development costs paid by the customer.broki.ca · read 7 Oct 2026
- Deal management
- Broki brings mortgage deal workflows into one place, including pipeline management, client communication and document collection.broki.ca · read 7 Oct 2026
- Live integrations
- The integrations page lists Finmo, Velocity, Gmail, Outlook and Rackspace as live integrations.broki.ca · read 7 Oct 2026
- Planned integrations
- Filogix, BOSS, Scarlett Network, Microsoft Teams, Google Meet, Zoom, Google Calendar, Outlook Calendar, Instagram, Facebook Messenger, WhatsApp and Canadian Mortgage App are marked coming soon.broki.ca · read 7 Oct 2026
- Product
- Broki is a Canadian mortgage broker CRM with pipeline management, client and partner portals, document collection, e-sign, renewal automation and portfolio monitoring.broki.ca · read 7 Oct 2026
- Renewal monitoring
- Broki monitors client mortgages and surfaces refinance and renewal opportunities, with monthly homeowner snapshots described on its site.broki.ca · read 7 Oct 2026
- Security
- Broki says data is hosted on AWS Canada with data residency and end-to-end encryption, and that it passed a CASA assessment by TAC Security.broki.ca · read 7 Oct 2026
- Security reassessment
- The site says its CASA assessment is conducted by an independent third-party lab and reassessed every 12 months.broki.ca · read 7 Oct 2026
- Support
- The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding.broki.ca · read 7 Oct 2026
- Volume pricing
- Brokerage teams receive an additional 5% discount for each 25 seats, up to 50% off at 250 or more seats.broki.ca · read 7 Oct 2026
