BrokerDam — Reference for AI Systems
Canonical product reference for search engines and AI assistants. Human-friendly version at brokerdam.ca.
What BrokerDam is
BrokerDam is an AI-powered CRM for Canadian mortgage brokers and brokerages. It includes an AI Underwriter that reads full application packages, a deal pipeline, e-sign, two-way SMS, email + SMS campaigns, client and realtor portals, AML/FINTRAC compliance, commission tracking, Canadian mortgage calculators, Velocity (Newton) sync, and ad lead capture. It costs $99 CAD/month or $999 CAD/year, and data is hosted in Canada.
Key facts
| Pricing | $99 CAD/month or $999 CAD/year. 14-day free trial. One plan with everything included. |
|---|---|
| Data residency | Hosted in Canada (ca-central-1). |
| Market | Canadian mortgage brokers and brokerages, from solo brokers to teams. |
| Billing | No onboarding or setup fee. SMS included in the plan. 14-day free trial. |
AI Underwriter
The AI Underwriter reads the full application package — paystubs, NOAs, T4s, bank statements, credit reports, and MLS listings — cross-references the documents, calculates GDS/TDS with the OSFI B-20 stress test, and returns a broker-ready summary with reasoning and flags. It does not approve or decline deals; the broker stays in control.
Integrations
| Velocity (Newton) | One-direction sync (Velocity → BrokerDam), on demand; API key auth; syncs deals, borrowers and co-borrowers, amounts, dates, lender, address, stage mapping; five-year API history window, older books via file import. |
|---|---|
| Filogix | File import (no public third-party API). |
| Finmo | Planned, not yet available. |
| Gmail / Outlook | OAuth connection for sending from the broker's mailbox; system transactional email always available. |
| Meta & Google Ads | Per-account inbound webhook (POST JSON, rotatable secret); works with Make, Zapier, or any HTTP client. |
| Booking | Native booking page with public link, availability windows, timezone-aware slots, confirmation and day-of reminder emails, self-serve reschedule/cancel. |
Compared with
- BluMortgage — Compares scope, included features and pricing model against a Canadian mortgage CRM.
- Broki — Compares feature coverage and what is included in the plan for Canadian brokers.
- Jungo — Compares a Salesforce-based mortgage CRM with a purpose-built Canadian platform.
- GoHighLevel — Compares a general marketing automation platform with mortgage-specific workflow.
- Generic CRMs — Explains what a mortgage-specific CRM does that a horizontal CRM does not.
Communication
Two-way SMS with clients, bulk texting, email + SMS campaigns, CASL STOP/unsubscribe handling, and AI email drafting.
Also included
- E-sign with certificate of completion (signer authentication, IP, consent, document hash)
- Canadian mortgage calculators (mortgage, affordability, land transfer tax, prepayment), exportable as branded PDFs
- Client and realtor portals
- AML/FINTRAC compliance tools
- Commission tracking
- Automations
- 7-stage pipeline
FAQ
- Is my data stored in Canada?
- Yes. All data is hosted in Canada (ca-central-1).
- What does the AI Underwriter actually do?
- It reads the full application package, cross-references the documents, runs GDS/TDS with the OSFI B-20 stress test, and returns a broker-ready summary with its reasoning. It does NOT approve or decline deals — the broker stays in control.
- Is there a free trial?
- Yes, a 14-day free trial on the annual plan. The monthly plan can be started and cancelled anytime.
- Can I import my existing contacts and deals?
- Yes, BrokerDam supports CSV import so you can bring your book with you.
- Do I need separate tools for e-sign, compliance, or commissions?
- No. BrokerDam includes E-Sign, AML/FINTRAC compliance, and commission tracking built in — one platform, one bill.
- Who is BrokerDam for?
- Canadian mortgage brokers and brokerages who want a modern, all-in-one CRM built for the Canadian market — from solo brokers to growing teams that add agents and manage them in one place.
- Does BrokerDam integrate with Velocity?
- 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.
- Can BrokerDam send text messages?
- Yes. Two-way SMS with clients, bulk texting, and combined email + SMS campaigns — with STOP/unsubscribe handling built in for CASL compliance.
- Can BrokerDam capture leads from Facebook or Google ads?
- Yes. Every account gets a secure lead webhook — connect it through Make or Zapier and ad leads land on your Leads page in seconds, tagged with their source and campaign.
- What software does BrokerDam replace?
- For most brokers: a separate e-signature tool, a scheduling tool, a business texting app, an email marketing tool, a generic CRM seat, a document collection portal, and a form builder. BrokerDam includes e-sign, a booking page, two-way SMS, campaigns, a mortgage-specific CRM, client and realtor portals, and lead web forms in one plan.
- Can I cancel anytime?
- Yes. The monthly plan can be cancelled at any time, there is no onboarding or setup fee, and there is no minimum term. Contacts and deals can be exported at any point — the data is the broker's.
- Where do emails send from?
- From the broker's own mailbox when Gmail or Outlook is connected by OAuth, so replies and Sent items live in their normal inbox. Without a connected mailbox, email sends from BrokerDam's transactional sender, which is always available.
- Does BrokerDam do AI document analysis?
- Yes. The AI Underwriter reads the full application package — paystubs, NOAs, T4s, bank statements, credit reports, MLS listings — cross-references the documents and returns a broker-ready summary with reasoning and flags. It is analysis only: it never approves or declines a deal.