What matters for a Canadian broker
- Where client data is stored, including income, credit and banking records.
- Connection to your origination platform, including Velocity and Filogix Expert.
- Two way texting with CASL STOP handling and a record of conversations.
- E sign and the completion record kept with the file.
- The pricing model, setup fees and what is included.
- Contract length and what happens when you leave.
Published facts side by side
| CRM | Pricing and terms | Canada and connections | Product scope |
|---|---|---|---|
| BrokerDam | $99 CAD a month or $999 CAD a year. One plan with everything included. No setup fee. 14 day free trial. Cancel anytime on monthly. | Customer data hosted in Canada. Velocity sync in one direction, on demand. Filogix Expert by file import. | Two way SMS activated on request, with 50 texts a month included. E sign included. AI Underwriter. |
| Broki | $99 CAD per user per month early bird until November 1 2026, then $199 CAD per user per month. Optional done for you onboarding $499 CAD one time. 14 day free trial. Annual billing option. | Data residency and LOS connection: Ask the vendor. | Texting and e sign: Ask the vendor. |
| Jungo | Jungo Lite $96 per user per month billed annually plus $249 setup, or $119 per user per month billed monthly plus $299 setup. One year minimum contract. Currency not stated in the visible pricing; confirm with the vendor. | Canadian data residency and Canadian LOS connections: Ask the vendor. | Built on Salesforce. Texting and e sign inclusions: Ask the vendor. |
| BluMortgage | Pricing listings disagree. Ask the vendor for current Canadian pricing. | Canadian mortgage CRM. Integrates with Velocity. Canadian data residency and other connection terms: Ask the vendor. | Texting and e sign inclusions: Ask the vendor. |
| GoHighLevel | Plans from $97 USD a month. Setup fees and contract terms: Ask the vendor. | Canadian data residency and LOS connections: Ask the vendor. | General marketing automation platform, not mortgage specific. Mortgage workflows: Ask the vendor. |
| Generic CRMs (HubSpot, Salesforce) | Ask the vendor for the plan, implementation and integration costs your workflow needs. | Not built for Canadian mortgage files. You configure pipelines, compliance and integrations yourself. | Powerful and flexible. Mortgage texting and e sign workflows depend on your configuration. |
Checked October 2026. Verify current pricing, inclusions and contract terms with each vendor. Broki's homepage lists $499 CAD onboarding, while its getting started page lists $799. Confirm the applicable offer. Jungo's visible pricing does not label the currency, although its structured pricing data uses USD.
Public sources: Broki pricing, Broki onboarding details, Jungo pricing, BluMortgage Velocity connection and GoHighLevel pricing.
For the configuration tradeoffs, read generic CRM vs mortgage CRM.
Who each one suits
- BrokerDam
- Suits Canadian brokers who want document analysis, communication and signing in the same mortgage workspace. The monthly option suits people who do not want a minimum contract.
- Broki
- Suits brokers looking for a Canadian mortgage CRM and an optional guided migration. Compare the early bird and standard seat pricing against the size of your team.
- Jungo
- Suits mortgage teams that value Salesforce and its wider ecosystem. Canadian brokers should confirm local connections and the complete contract cost.
- BluMortgage
- Suits brokers exploring a Canadian mortgage CRM with a Velocity connection. Ask for current pricing and a demonstration of how your own workflow transfers.
- GoHighLevel
- Suits teams whose priority is general marketing automation. Confirm who will configure the Canadian mortgage workflow and maintain its connections.
- Generic CRMs
- HubSpot and Salesforce suit teams that want flexibility and have the resources to configure their own process. Include that configuration work in the comparison.
Questions to ask any mortgage CRM vendor
- Where is client data stored?
- BrokerDam hosts customer data in Canada.
- Does it connect to Velocity or Filogix, and in which direction?
- BrokerDam syncs from Velocity into BrokerDam in one direction, on demand. It does not write back to Velocity. Filogix Expert books come in by file import.
- Is texting included, and how is CASL STOP handled?
- Two way SMS is activated on request, with a dedicated local Canadian number. 50 texts a month are included, with credit packs for higher volume. STOP replies suppress future SMS sends, and suppression is checked before sending. Consent collection and record keeping remain the broker's responsibility.
- Is e sign included?
- Yes. BrokerDam includes e sign with a certificate of completion recording signer authentication, consent, timestamps, IP address and a document hash.
- Are there setup fees or a minimum contract?
- BrokerDam has no setup or onboarding fee. The monthly plan can be cancelled anytime, with no minimum term. Pricing is $99 CAD a month or $999 CAD a year. Both plans start with a 14 day free trial. A card is required.
- Can I export all my data if I leave?
- Your data belongs to you. BrokerDam lets you export contacts and deals at any time. Confirm which records and formats you need before moving to another system.
Read the details on Canadian data residency and exporting your data.
Check the workflow before you choose
Compare the Velocity by Newton integration, two way SMS, e sign and AI Underwriter against the work your team does on a real file. Then check BrokerDam pricing and ask each vendor what the quoted plan covers.