Texting built into the CRM — not bolted on.

A real business number

Your brokerage gets its own dedicated text number, not a shared short code that clients do not recognize. When a message arrives, it lands in a Messages inbox inside BrokerDam with unread tracking and threading per contact, so you can see at a glance which clients are waiting for a reply and which conversations have gone quiet.

Because the inbox is tied to the contact record, every text sent or received is part of the same timeline as emails, notes, pipeline moves, and document activity. When a regulator or compliance officer asks for the full client communication trail, it is in one place instead of scattered across personal phones and third-party apps.

Every way you text

Text one-to-one from a client's record when you need a quick answer: "Can you send me last year's NOA?" or "Your signing package is ready." Compose the message, hit send, and the reply comes back into the same thread.

Send bulk SMS to a selected list when you have a message that applies to many contacts at once — rate drop announcements, open-house reminders, or document deadline nudges. Automation steps can also send texts when a deal hits a specific pipeline stage, so a file that moves to "Commitment issued" can automatically prompt the client for the next required document.

Deal notifications can reach you by email, SMS, or both, which means you are not glued to the desktop app to know when a client signs or a co-borrower completes a task. And when you need a client or realtor to open a portal or signing link, you can text it straight to them from the deal instead of copying and pasting into a separate messaging app.

Campaigns across both channels

Marketing campaigns in BrokerDam are not limited to email. A single campaign can run as email, SMS, or both, with delivery tracking so you can see which messages were sent, delivered, and interacted with. That matters for mortgage brokers because a client's preferred channel changes: some clients live in email, others only respond to texts.

The same segmentation you use for email applies to SMS. You can target clients by pipeline stage, lead source, last contact date, or province, and the campaign sends only to the contacts that match. No exporting to a separate blast tool and no wondering whether the list you uploaded is still current.

CASL handled

STOP and unsubscribe processing is automatic. When a contact replies STOP, BrokerDam suppresses them from future SMS sends immediately and records the opt-out on their record. Before any bulk or campaign text goes out, the system checks suppression status so an opted-out contact cannot be accidentally re-added to a send.

Texts are sent only to contacts already in your CRM, not to arbitrary uploaded lists. That keeps your messaging tied to people whose relationship and consent you are responsible for tracking. Consent collection and record-keeping remain the broker's responsibility under CASL, so you should still document how consent was obtained. This is general compliance information, not legal advice — consult your compliance professional for your specific obligations.

What's included

A monthly text allowance is included in the standard BrokerDam plan at $99 CAD/month or $999 CAD/year. For brokerages that send at higher volumes, additional SMS credit packs are available inside the app. There is no separate texting subscription to manage and no third-party account to reconcile.

Frequently asked questions

Can clients text me back?

Yes. BrokerDam supports two-way SMS. When a client replies, the message threads back into the Messages inbox on their contact record, so the full conversation stays with the deal.

Is this CASL compliant?

BrokerDam includes automatic STOP/unsubscribe processing and enforces suppression before every send. Texts are sent only to contacts in your CRM, not to arbitrary lists. Consent and record-keeping responsibilities remain with the broker. This is general compliance information, not legal advice.

Do I need a separate texting app or number?

No. BrokerDam provides a dedicated business texting number for your brokerage, and texting lives inside the same CRM where you manage the deal — no switching apps.