Brokeredge

Free trial Web

What Brokeredge is

Brokeredge is web software for managing borrower and referral partner information, tracking loan pipelines, and handling related marketing, messaging, and compliance workflows. Its listed features include borrower management, referral partner management, and loan pipeline tracking, bringing these tasks into one service. Marketing automation and SMS automation are also included, alongside compliance workflows. Brokeredge runs on the web and has no mobile app. The pricing model is paid, with a 14-day trial listed. For a business evaluating the service, the key fit is the combination of borrower and partner management with pipeline tracking and workflow automation. The feature set covers several activities around lending operations, from records and loan progress to marketing, text messaging, and compliance processes. The trial offers a limited period to consider the paid service before making a longer-term decision.

Who it suits

Brokeredge suits teams that manage borrowers and referral partners while tracking loans. Its marketing, SMS, and compliance workflows may also suit teams seeking those functions in the same web service.

What it does well

Manages borrower records and referral partners.
Tracks loan pipelines.
Includes marketing and SMS automation.
Provides compliance workflows.
Offers a 14-day trial.

What to know first

Paid pricing model.
No mobile app.

Limits

The free trial lasts 14 days. Brokeredge is a paid product; customers can pay yearly for up to 20% off.

Getting started

Visit the Brokeredge website.
Start the 14-day free trial.
Add contacts and activate email automations or customizable workflows.
Import external data yourself or ask Brokeredge for onboarding help.
Use Brokeredge in a web browser.

Verdict

Brokeredge brings borrower and partner management together with loan tracking and automation. Consider the 14-day trial if those web-based workflows match your needs.

Questions

Does Brokeredge have a free plan or trial?

It offers a 14-day free trial. Its pricing model is paid.

What platforms does Brokeredge support?

Brokeredge is web-based and has no mobile app.

Which mortgage systems does it integrate with?

It integrates with Finmo, Velocity, Scarlett, Filogix, and Hurricane. It automatically pulls deal history from Finmo, Velocity, and Hurricane.

Can Brokeredge automate client messages?

Yes. Custom workflows can contact clients by email or text using customized content.

Where is client data stored, and who controls it?

The FAQ says client data is stored in Canada. Customers own their service data and may access, share, export, or request its deletion.

Can I cancel, and are subscription fees refunded?

Customers may cancel at any time, but unused subscription fees are not refunded. Access continues through the paid billing cycle.

Facts from Brokeredge's own pages

Annual billing: The pricing page says customers can pay yearly for up to 20% off. · brokeredge.ca, 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, 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, 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, 8 Oct 2026
Client communication: Custom workflows can contact clients by email or text. · brokeredge.ca, 8 Oct 2026
Client messaging: Smart workflows can contact clients automatically by email or text using customized content. · brokeredge.ca, 8 Oct 2026
Data location: The FAQ says client data is stored in Canada and protected using encryption and security protocols. · brokeredge.ca, 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, 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, 8 Oct 2026
Onboarding: Brokeredge says customers can import external data themselves and that it can help import data during onboarding. · brokeredge.ca, 8 Oct 2026
Other integrations: The site lists Gmail or Outlook contacts, Calendly, Twilio, and Zapier among its integrations. · brokeredge.ca, 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, 8 Oct 2026
Product: Brokeredge is a CRM for Canadian mortgage brokers that supports client communication, transaction deal flow, email and digital marketing, task management, and document management. · brokeredge.ca, 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, 8 Oct 2026
Support: The site says it offers dedicated support and can help import customer data during onboarding. · brokeredge.ca, 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, 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, 8 Oct 2026
Trial: The site offers a 14-day free trial. · brokeredge.ca, 8 Oct 2026
Workflow automation: It provides ready-to-use workflows and tracks mortgage data, income, refinances, and external mortgages. · brokeredge.ca, 8 Oct 2026

Where Brokeredge stands on Freedom251

Mortgage CRM Software#14 of 29