Freedom251 › Mortgage CRM Software
Broki
What Broki is
Broki is a Canadian mortgage broker CRM that brings deal management, client communication and document collection into one platform. Its workflows include loan pipeline tracking, borrower and referral partner management, 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. Live integrations listed by the company include Finmo, Velocity, Gmail, Outlook and Rackspace; other named connections are marked as coming soon. The platform is available on Android, iOS and the web. Broki says it is PIPEDA-compliant and hosts data on AWS Canada with data residency and end-to-end encryption. It also says it passed a CASA assessment by TAC Security, with reassessment every 12 months by an independent third-party lab. The Broki Platform costs C$99 a month per user, billed monthly, plus applicable tax, and includes a 14-day free trial. Done-for-You Onboarding costs 499.00 CAD once.
Who it suits
Broki is built for Canadian mortgage brokers and brokerages. It may suit teams seeking borrower portals, pipeline tracking and mortgage renewal monitoring.
What it does well
- Client portal supports uploads and status tracking.
- Monitors mortgages for refinance and renewal opportunities.
- Lists five live integrations.
- Includes a 14-day free trial.
- Data hosted on AWS Canada with data residency.
What to know first
- Platform costs C$99 a month per user.
- Onboarding costs 499.00 CAD once.
- Several named integrations are coming soon.
- Custom builds are quoted per project and paid by the customer.
Limits
The Broki Platform costs C$99 a month per user, plus applicable tax, and includes a 14-day free trial. The plan has unlimited mortgage files, no per-file fees and no usage caps. Done-for-You Onboarding is a separate 499.00 CAD one-time purchase.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Done-for-You Onboarding | $499 CAD · one-time · Files, contacts, notes and commissions migrated · partners imported · LOS connected and tested · 1-on-1 walkthrough | C$499, paid once |
| The Broki Platform | $99 CAD/month per user; cancel anytime; plus applicable tax · Unlimited mortgage files · no per-file fees · no usage caps · 14-day free trial | C$99 a month |
As broki.ca lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open https://broki.ca/.
- Choose the Broki Platform, which has a 14-day free trial.
- Use the web, Android or iOS platform.
- Complete onboarding; a 1-on-1 strategy session is offered afterward.
- Choose Done-for-You Onboarding for migration, partner imports, LOS connection and testing, and a walkthrough.
Verdict
Broki combines mortgage deal workflows with client-facing tools and renewal monitoring. Teams should distinguish the live integrations from those still marked as coming soon.
Questions
Does Broki have a free plan?
No. The Broki Platform includes a 14-day free trial.
How much does the platform cost?
The Broki Platform costs C$99 a month per user, billed monthly, plus applicable tax. It can be cancelled anytime.
What platforms can I use?
Broki is available on Android, iOS and the web.
Which integrations are live?
The listed live integrations are Finmo, Velocity, Gmail, Outlook and Rackspace. Other named integrations are marked as coming soon.
What does Done-for-You Onboarding include?
It costs 499.00 CAD once and includes migration of files, contacts, notes and commissions, partner imports, LOS connection and testing, and a 1-on-1 walkthrough.
Who makes Broki?
Broki Technologies Inc. lists British Columbia, Canada as its location. The about page names Jarrett White as founder and CEO.
Facts from Broki's own pages
- Audience
- The platform is built for Canadian mortgage brokers and brokerages. · broki.ca, 7 Oct 2026
- Client portal
- Clients can upload documents, track application status, meet their team and compare lender offers through the portal. · broki.ca, 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, 7 Oct 2026
- Compliance
- Broki describes itself as a PIPEDA-compliant mortgage broker CRM built in Canada. · broki.ca, 7 Oct 2026
- Custom work
- Custom integrations and feature builds are quoted per project, with development costs paid by the customer. · broki.ca, 7 Oct 2026
- Deal management
- Broki brings mortgage deal workflows into one place, including pipeline management, client communication and document collection. · broki.ca, 7 Oct 2026
- Headquarters
- British Columbia, Canada · broki.ca, 28 Sept 2026
- Live integrations
- The integrations page lists Finmo, Velocity, Gmail, Outlook and Rackspace as live integrations. · broki.ca, 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, 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, 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, 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, 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, 7 Oct 2026
- Support
- The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. · broki.ca, 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, 7 Oct 2026
Where Broki stands on Freedom251
- Mortgage CRM Software#8 of 29