Everything a solo broker needs, in one login.

Look like a firm, not a one person shop

Clients judge a mortgage process by how it feels to be inside it. A long email thread with attachments feels improvised. A branded portal where they can see where their file stands, upload what you asked for, and read the details you have shared feels like a company with a process behind it.

BrokerDam gives every client that view, and it carries your branding rather than a software vendor's. Referral partners get their own portal too, so the realtor who sent you a deal can follow its progress without emailing you for an update. The result is that a single broker presents the same way a larger shop does, without hiring anyone.

You can read more on the portals page.

The parts you would otherwise outsource

A brokerage with staff hands marketing to someone. A solo broker either does it at midnight or does not do it at all. That is usually where the pipeline quietly dries up, because the work that fills next quarter is always less urgent than the file closing this week.

Feature sheets replace the design help you do not have. You build a property one pager in a click and send it to the client or the agent without opening a design tool. Email campaigns replace the marketing help you do not have, with CASL compliant unsubscribe handling built in so you are not managing that by hand.

AI email drafting handles the part that stops most solo brokers cold, which is the blank message box. It writes a first draft you edit rather than a message you have to invent at the end of a long day. The point is not that the software writes better than you do. It is that a draft you can fix in a minute actually gets sent.

The reading you cannot delegate

Document review is the work that eats a solo broker's evenings. Pay stubs, notices of assessment, T4s, bank statements, mortgage statements and property documents all have to be read, cross checked and turned into a picture you can present to a lender. There is no assistant to hand that to.

The AI Underwriter reads the full application package and returns a broker ready summary. Extracted income, liabilities, GDS and TDS with the stress test applied, and flags on the things that will draw questions. It does not approve or decline anything. It gives you the read you would have done yourself, so your evening is spent deciding rather than transcribing.

More detail on the AI Underwriter page.

One bill instead of seven

The usual solo broker stack is a CRM seat, a signature tool, a texting app, an email marketing platform, a scheduling link, a document collection portal and a form builder. Seven logins, seven renewal dates, seven support inboxes, and no two of them talking to each other.

BrokerDam covers those categories in one platform at one price. That matters less for the cost than for the time. Nothing has to be connected, nothing breaks when a connector changes, and there is no afternoon lost to figuring out why a signature did not make it back onto the right file. See what BrokerDam replaces.

Your calendar defends itself

Scheduling is a small thing that costs a surprising amount of a solo broker's week. Three messages to find a time, one more to confirm, and another when the client forgets. Multiply that across a full pipeline and it is real hours.

The built in booking page gives you one link to share. Clients pick from the availability windows you set, in their own timezone, and get a confirmation plus a day of reminder. If they need to move it, they reschedule themselves. Your existing commitments block the slots automatically. Details on the booking page.

Frequently asked questions

Is BrokerDam too much software for one person?

No. It is one login with nothing to integrate. You are not wiring a CRM to a texting tool to a signature tool. Everything sits on the same client file, so a solo broker uses one system rather than learning and maintaining several.

What does it cost for a single user?

$99 CAD per month or $999 per year, per user. Everything is included, there is no onboarding or setup fee, and there is a 14 day free trial before any charge.

Can I bring my existing book?

Yes. You can import your contacts and deal history from a file export, and if you work in Velocity you can sync deals, borrowers, amounts, dates, lender and stage directly into BrokerDam.