1) Portfolio: Your Book of Business (Active + Completed)
The Portfolio page is your “big picture” view of every mortgage file in your system, split into Active and Completed.
What you’ll see at a glance
Along the top, Portfolio provides quick insights like:
Total files and file count
Average balance
Top lender
Expiring soon (renewals coming up)
What the Portfolio table includes
The Portfolio table is designed for reporting and opportunity-finding. It can show:
Client name + property address
Lender + original balance (and an estimated current balance based on standard principal/interest paydown)
Interest rate, mortgage type, payment frequency, payment amount
Term (years) + amortization (years)
Term remaining (years and months)
Transaction type (purchase / refinance / switch / transfer)
Deal type (prime / alternative / private)
Realtor + lawyer assigned
Discount field (used for penalty estimates)
Action tools (calculator, mark expired)
IRD / penalty estimation (built into Portfolio)
In Portfolio, you can use the calculator icon to estimate a refinance break penalty more accurately:
Enter the current posted rate
Use the saved discount (or enter one manually)
Broki calculates an estimated IRD vs. 3-month interest type outcome to help you evaluate refinance opportunities
Using Portfolio for opportunity hunting
Portfolio is especially powerful in the Completed tab:
Sort by rate (highest to lowest) to find refinance targets
Sort by months remaining to find renewal outreach opportunities
Filter by year (ex: 2024, 2025, 2026) to segment your book and reporting
Exporting Portfolio reports
Use filters + Export CSV to generate a custom report based on exactly what you want to analyze (team member, lender, deal type, renewals coming up, etc.).
2) Analytics: Date-Driven Insights (What’s Coming Up)
The Analytics page is built to surface important events across your files and contacts so nothing slips through.
Common report types inside Analytics
Analytics helps you track:
Mortgage maturities (renewal pipeline)
Birthdays
Mortgage anniversaries
Subject removals
Closing dates
Post-funding items
Filters + exports
You can:
Filter by date range
Filter by team member
Export results to CSV
Turning Analytics into action
For items that support selection (checkboxes), you can select records and generate:
A checklist
To-dos
This is useful for batching outreach like renewal calls, birthday touches, and post-funding follow-ups.
3) Logs: Activity Tracking & Proof of Work
The Logs tab inside a mortgage file tracks what happened on that file over time.
What shows in Logs
Logs typically capture activity like:
Document reminders sent
Qualification updates (scenario emails)
Offer updates sent
Other recorded user actions tied to the file
Why Logs matter
Logs are your:
Timeline of communication and actions
Internal audit trail for “what was sent, when, and by who”
Quick way to verify if an update was delivered before troubleshooting
Searching and exporting Logs
Inside Logs you can:
Search by activity or user
Filter by date/time
Export logs if needed
4) Compliance: Document Packaging + Brokerage Checklist Tracking
The Compliance tab exists for one reason: make it easy to package documents collected in Broki so you can push them back into your LOS (Velocity / Finmo) and meet brokerage requirements.
Compliance checklist tracking
Your brokerage can configure compliance checklists in:
Settings → Compliance → Compliance Dashboard → Checklists
Once configured, each mortgage file’s Compliance tab will show:
The checklist items required
A progress bar so you instantly see what’s missing
Easy checkbox completion as items are satisfied
Prepare Compliance Document (the core tool)
The most important tool inside Compliance is Prepare Compliance Document.
When you click it:
All uploaded documents from the file appear in a list
You can select documents and build a “package”
You can drag/reorder into the required submission order
You can add missing items by dragging files into the drop zone
Export options
Once your package is built, you can export it as:
ZIP export
Merged PDF
Compressed + merged PDF (helpful for LOS size limits like the common ~10MB constraint)
This is designed to prevent the “download 20 files one-by-one” problem and speed up compliance submissions.
Best Practices for Clean Reporting
Keep mortgage details accurate by doing a manual pull from Velocity/Finmo when needed (the file only updates when you click pull)
Use Portfolio filters + CSV export to build “renewals lists,” “high-rate targets,” and “top lender concentration” reports
Use Analytics weekly for proactive outreach (renewals, birthdays, anniversaries)
Use Logs when troubleshooting delivery questions (“did that update actually send?”)
Use Compliance packaging when your brokerage requires documents uploaded into your LOS for recordkeeping