The complete next-gen CRM for Canadian mortgage brokers.
Run your entire business in one place — powered by an AI Underwriter that reads the full application package and returns a broker-ready summary in minutes.
Or book a 20-minute demo →
It reads every document. So you don't have to.
The BrokerDam AI Underwriter ingests the full file — paystubs, NOAs, T4s, bank statements, credit, MLS listing — cross-references across all of them, runs the GDS/TDS calculations with the OSFI B-20 stress test, and returns a clear, broker-ready summary with its reasoning. You stay in control; the AI does the reading.
Upload the file
Drop in the full application package — paystubs, NOAs, T4s, bank statements, credit, MLS listing.
AI reads & cross-references
Every document analyzed together. GDS/TDS calculated with the OSFI B-20 stress test built in.
Get a broker-ready summary
Clear reasoning and figures, exportable to PDF, in minutes. You stay in control of the decision.
An AI Underwriter that reads the full application package and surfaces what to verify before you submit.
What took hours now takes minutes.
Never lose another deal to a forgotten follow-up.
Brokers lose deals to missed follow-ups, lapsed conditions, and clients who go cold. BrokerDam tracks every deal across a 7-stage pipeline and automates the reminders — so nothing gets forgotten.
7-stage pipeline
See every deal and exactly where it stands.
Automated reminders
Follow-ups and renewals fire on their own.
Conditions tracking
Every outstanding condition tracked to close.
Task hub & checklists
Nothing on the to-do list gets missed.
A CRM that doesn't just organize deals — it wins them.
Most broker CRMs are passive filing cabinets. BrokerDam actively markets for you and gives clients and referral partners a professional window into their deal.
Marketing that runs itself.
Reach your entire book — or a targeted segment — without leaving the CRM. Campaigns keep working while you close deals.
- Professional feature sheets — branded property and rate sheets in a click.
- Email campaigns — reach your whole book or a segment, with built-in AI that drafts and polishes every message.
- Automated campaigns — nurture sequences that send on their own.
Branded property and rate sheets in a click.
Look like a bigger shop.
Give clients and referral partners a professional, branded window into every deal. Any broker or brokerage, presented like a full firm.
- Client portal — clients get a branded window into their deal status.
- Realtor portal — referral partners see deal progress, keeping relationships warm.
- Your branding throughout — look like a full firm, whether you're solo or a team.
Working your funded book? See renewals and refinance opportunities →
Clients get a branded window into their deal status.
The rest of the stack, already shipped.
Texting, integrations, calculators, lead capture and booking are part of BrokerDam — not add-ons you bolt on later.
Two-way text messaging
Send and receive SMS with clients from the CRM, text in bulk, and run email + SMS campaigns with unsubscribe compliance built in.
Learn more →Velocity integration
Connect your Velocity (Newton) account and sync your deals, borrowers, and co-borrowers into BrokerDam — no re-keying.
Learn more →Client-ready calculators
Mortgage, affordability, land transfer tax and prepayment calculators with accurate Canadian math — exportable as branded PDFs.
Ad lead capture
Leads from Meta and Google ads land directly in your CRM via webhook — works with Make and Zapier.
Learn more →AI email drafting
Draft and polish client emails with AI, built right into campaigns and templates.
Booking page
Share one link and clients book a time that works — confirmations, reminders, and reschedules handled for you.
Learn more →One plan. Everything included.
Replace your CRM, e-sign, compliance, and marketing tools with one platform — one login, one bill.
14-day free trial. Then $99/month.
Card required · Cancel anytime.
14-day free trial. Then billed annually.
Effectively ~$83/month — save ~$189 vs monthly.
Card required · Cancel anytime.
- AI Underwriter
- 7-stage pipeline
- E-Sign
- AML / FINTRAC compliance
- Commission tracking
- Automations
- Client & realtor portals
- Marketing & campaigns
- No onboarding or setup fee
- Texting included — not a paid add-on
- No per-feature upsells — e-sign, SMS, calculators, portals and booking are in the plan.
Our guarantee: 14 days free, cancel anytime, your data stays yours →
All plans hosted in Canada.
Questions, answered.
Yes, a 14-day free trial on the annual plan. The monthly plan can be started and cancelled anytime.
No. BrokerDam includes E-Sign, AML/FINTRAC compliance, and commission tracking built in — one platform, one bill.
Yes. Connect your Velocity (Newton) account and sync your deals and clients into BrokerDam, including co-borrowers. Filogix books can be brought in via file import, and Finmo support is on the roadmap.
Yes, BrokerDam supports CSV import so you can bring your book with you.
Yes. Import your book on day one, export your contacts and deals at any time. Your data is yours — no lock-in.