Freedom251 › Mortgage CRM Software
BrokerDam
What BrokerDam is
BrokerDam is an AI-powered CRM for licensed Canadian mortgage professionals and brokerages. Its AI Underwriter reviews application documents, cross-references them, calculates GDS and TDS with the OSFI B-20 stress test, and prepares an exportable broker-ready summary. Deals move through a seven-stage pipeline with reminders, condition tracking, tasks, and checklists. Marketing features include branded property and rate sheets, AI-assisted email drafting, and automated nurture campaigns. The product also includes client and realtor portals, e-signing with a completion certificate, two-way and bulk SMS, and mortgage, affordability, land transfer tax, and prepayment calculators. Integrations include Velocity (Newton), Gmail, Outlook/Microsoft 365, and ad lead capture through Make or Zapier; Filogix files can be imported. BrokerDam says data is stored in Canada, though some AI processing may occur in the United States, and uploaded mortgage files are not used to train public AI models. Pricing is C$99 a month per user or C$999 a year per user, after a 14-day trial. There is no free plan.
Who it suits
BrokerDam suits licensed mortgage professionals and brokerages seeking deal tracking, borrower and referral partner management, and marketing and compliance workflows. It is web-based and priced per user.
What it does well
- AI reviews documents and calculates GDS/TDS.
- Seven-stage deal pipeline includes reminders and checklists.
- Branded client and realtor portals with e-signing.
- Customers can export contacts and deals at any time.
What to know first
- No free plan; trial requires a card.
- Annual plan costs C$999 per user.
- Some AI processing may occur in the United States.
Limits
There is no free plan. After the 14-day trial, the Monthly plan costs C$99 per user per month or the Annual plan costs C$999 per user per year.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Monthly | after 14-day free trial; per user · AI Underwriter · 7-stage pipeline · E-Sign · AML/FINTRAC compliance · commission tracking · automations · portals · marketing | C$99 a month |
| Annual | after 14-day free trial; per user · AI Underwriter · 7-stage pipeline · E-Sign · AML/FINTRAC compliance · commission tracking · automations · portals · marketing | C$999 a year |
As brokerdam.ca lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Open the BrokerDam website
- Start the 14-day trial with a card
- Choose monthly or annual billing after the trial
- Connect available services such as Gmail or Outlook/Microsoft 365
- Add lead capture through Make or Zapier if needed
- Set up deals in the seven-stage pipeline
Verdict
BrokerDam combines mortgage application review with pipeline, communication, marketing, and client-portal tools. Buyers should consider its per-user pricing, browser-based platform, and the possibility of some US-based AI processing.
Questions
How much does BrokerDam cost?
Monthly billing is C$99 per user per month. Annual billing is C$999 per user per year, after the 14-day trial.
Is there a free trial?
Yes. BrokerDam offers a 14-day trial and requires a card for the trial.
Which platforms does BrokerDam support?
BrokerDam is available on the web.
Which integrations are available?
Live integrations include Velocity (Newton), Gmail, and Outlook/Microsoft 365. Meta and Google Ads lead capture can connect through Make or Zapier; Filogix supports file import.
Who owns uploaded mortgage data?
Customers retain ownership of uploaded data and can export contacts and deals at any time.
Facts from BrokerDam's own pages
- 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, 7 Oct 2026
- AI decision limit
- The AI Underwriter surfaces items for the broker to verify and does not make lending decisions. · brokerdam.ca, 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, 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, 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, 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, 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, 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, 21 Oct 2026
- Client portals
- The product includes branded borrower and realtor portals for deal-status visibility and referral-partner updates. · brokerdam.ca, 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, 21 Oct 2026
- Data ownership
- Customers retain ownership of uploaded data and can export contacts and deals at any time. · brokerdam.ca, 7 Oct 2026
- Data residency
- BrokerDam says customer data is hosted in Canada, specifically AWS ca-central-1. · brokerdam.ca, 21 Oct 2026
- Deal management
- The CRM tracks deals through a 7-stage pipeline with automated reminders, conditions tracking, tasks, and checklists. · brokerdam.ca, 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, 21 Oct 2026
- Documentation
- Public tutorials cover Velocity connection, AI underwriting, e-signing, ad-lead webhooks, calculator PDF export and book import. · brokerdam.ca, 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, 21 Oct 2026
- Headquarters
- New Westminster, British Columbia, Canada · brokerdam.ca, 28 Sept 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, 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, 21 Oct 2026
- Independent description
- A.I.M.I. Collective describes BrokerDam as a separate paid CRM and deal platform, with its brokers receiving a member rate rather than it being bundled with brokerage services. · aimicollective.com, 21 Oct 2026
- Independent feature summary
- A.I.M.I. Collective lists pipeline management, client records, e-signing, email/SMS campaigns, mortgage calculators, renewal reminders and AI-assisted underwriting as BrokerDam capabilities. · aimicollective.com, 21 Oct 2026
- Independent integration statement
- A.I.M.I. Collective says BrokerDam syncs Velocity deals and co-borrowers, imports Filogix files, supports Make or Zapier ad leads and has Finmo on its roadmap. · aimicollective.com, 21 Oct 2026
- Independent positioning
- A.I.M.I. Collective presents BrokerDam as optional rather than a mandatory brokerage technology fee and says brokers may keep another compliant CRM. · aimicollective.com, 21 Oct 2026
- Integrations
- Live integrations include Velocity (Newton), Meta and Google Ads lead capture through Make or Zapier, Gmail, and Outlook/Microsoft 365; Filogix is supported by file import and Finmo is on the roadmap. · brokerdam.ca, 7 Oct 2026
Where BrokerDam stands on Freedom251
- Mortgage CRM Software#10 of 29