Transform your mortgage business with AI-powered automation, intelligent lender matching, and comprehensive deal management built specifically for Canadian mortgage professionals.
No credit card required • Free trial • Setup in minutes
We're not just another CRM. We're an AI-powered command center built specifically for Canadian mortgage brokers.
Built for Canadian mortgage rules: GDS/TDS calculations, CMHC guidelines, CASL compliance, and Canadian lender policies.
Document OCR extracts data automatically. AI matches lenders based on policies. Smart reminders keep deals moving.
Multi-tenant architecture with complete data isolation. Bank-level security. Audit trails for compliance.
From lead to funded deal - we automate the entire mortgage process
Upload client documents (paystubs, NOAs, bank statements). Our AI extracts key data automatically.
System calculates GDS/TDS/LTV instantly. AI analyzes income, debts, and property details.
AI matches clients to lenders based on policies, credit score, and ratios. Top 3-5 matches with reasons.
Generate branded "Ready-to-Submit" packages with PDF summaries and exports mapped to Filogix/Velocity.
Visual Kanban board tracks deals from lead to funded. Automated status updates and deal progression.
Upload documents once. AI extracts income, employment, assets automatically. No manual data entry.
GDS/TDS/LTV calculated instantly. Canadian mortgage rules built-in. Real-time ratio analysis.
Match clients to lenders based on policies, credit score, income type. Get top 3-5 matches with fit scores.
AI creates tasks for missing documents, idle deals, renewals. Never miss a follow-up.
Draft client messages in your tone. CASL compliant. Automated reminders and follow-ups.
Generate branded PDF summaries and CSV/JSON exports. Filogix/Velocity mapping ready.
Multi-tenant isolation. Row-level security. Encrypted storage. Complete audit trails.
Daily briefings, pipeline insights, conversion tracking. Know what needs attention.
Why brokers are switching to BrokerOS
| Feature | BrokerOS | Traditional CRM |
|---|---|---|
| Document OCR | AI-Powered | Manual Entry |
| Mortgage Calculations | Instant (GDS/TDS/LTV) | Manual or External Tools |
| Lender Matching | AI-Powered Matching | Manual Research |
| Canadian Mortgage Rules | Built-In | Generic Tools |
| Automated Reminders | AI Task Generation | Manual Setup |
| Submission Packages | One-Click Generation | Manual Assembly |
| Multi-Tenant Security | Enterprise-Grade | Basic Permissions |
| Filogix/Velocity Export | Pre-Mapped | Manual Mapping |
| CASL Compliance | Built-In | Self-Managed |
Everything you need to close more deals faster
Multi-user support with role-based access. Team collaboration with shared pipeline and tasks.
Everything you need to manage your entire pipeline. AI does the heavy lifting so you can focus on clients.
Scale your operations without scaling your workload. AI automations handle repetitive tasks.
Built with modern, secure, scalable technology
Complete tenant isolation with database-level security
Built on Supabase with PostgreSQL. Scales automatically.
Next.js 14 with React. Instant page loads and smooth UX.
HTTPS, HSTS, CSP headers. Short-lived presigned URLs. Audit logging.
Everything you need to manage your mortgage deals. Transparent pricing.
If you are a brokerage or have a team, contact us for special discounts.
All services available for $99 CAD per month
14-day free trial. No credit card required.
Get your platform fully configured and ready to use from day one
All plans include a 14-day free trial. No credit card required.
Have questions? Contact our team
Join Canadian mortgage brokers who are closing more deals with less work.
No credit card required • Setup in 5 minutes • Cancel anytime