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Brokeredge: The Simple CRM for Canadian Mortgage Brokers
Effortless Automation, Powerful Results
Easily pull in your old data, activate email automations in minutes, and add contacts with just a few clicks. Stay in control of your communication, nurture relationships, and prevent deals from slipping through the cracks.
Simple & Approachable Workflow
Workflows come ready-to-use so you can start automating immediately. Brokeredge not only tracks standard mortgage data but also automatically monitors income, refinances, and external mortgages. And if you need to fine-tune your process, customization is simple and intuitive.
Automatically Connect to Your Submission Platform
Port your existing CRM data over and easily integrate Brokeredge with Finmo, Scarlett, Filogix and Velocity. The platform is designed to minimize manual input - clients and mortgages move seamlessly through life cycles, triggering smart workflows along the way.
Streamline Your Communication
Spend less time checking notifications, manually entering information, sending emails, or tracking your calendar. Smart workflows will keep in touch with your clients automatically via email or text with your own customized content.
Secure and Scalable Architecture
Data is fully encrypted and the platform is built on state-of-the-art, scalable, cloud infrastructure hosted on Microsoft Azure. A multi-site disaster recovery plan ensures Brokeredge is always available. The platform is secured via role-based access, multi-factor authentication, and single sign-on using OAuth 2.0 OpenID Connect.
What Others Are Saying
“Since switching to Brokeredge, I have become so aware of the holes my previous CRM had. This system is easy, efficient and gets your clients engagement without any unnecessary extra work. I wish I made the switch a long time ago - if you're worried about the set up, don't - they make it SO EASY ! just pull the trigger and get ready for your clients to start connecting with you like never before ~A”