Question 1

Is my data stored in Canada?

Accepted Answer

Yes. All data is hosted in Canada (ca-central-1).

Question 2

Do I own my data?

Accepted Answer

Yes. Import your book on day one, export your contacts and deals at any time. Your data is yours — no lock-in.

Question 3

What does the AI Underwriter actually do?

Accepted Answer

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.

Question 4

Is there a free trial?

Accepted Answer

Yes, a 14-day free trial on the annual plan. The monthly plan can be started and cancelled anytime.

Question 5

Can I import my existing contacts and deals?

Accepted Answer

Yes, BrokerDam supports CSV import so you can bring your book with you.

Question 6

Do I need separate tools for e-sign, compliance, or commissions?

Accepted Answer

No. BrokerDam includes E-Sign, AML/FINTRAC compliance, and commission tracking built in — one platform, one bill.

Question 7

Who is BrokerDam for?

Accepted Answer

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.

Question 8

Does BrokerDam integrate with Velocity?

Accepted Answer

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.

Question 9

Can BrokerDam send text messages?

Accepted Answer

Yes. Two-way SMS with clients, bulk texting, and combined email + SMS campaigns — with STOP/unsubscribe handling built in for CASL compliance.

Question 10

Can BrokerDam capture leads from Facebook or Google ads?

Accepted Answer

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.

Integrations

Velocity (Newton)

Filogix

Finmo

Meta & Google Ads

Gmail

Outlook / Microsoft 365