Below are structured Help Center articles for your Getting Started section. These are written so they can live individually inside your knowledge base and also work together as a guided onboarding path.

Welcome to Broki. This guide walks you through the essential setup steps so you can go from zero to fully operational quickly and correctly.

We recommend completing these steps in order.

For a full visual walkthrough, watch the complete Getting Started Loom video:
​https://www.loom.com/share/324f079f6c5e4bf4aa761922afe2e1d2

This is the most important technical setup step.

Connecting your LOS allows:

• Automatic file creation when applications are submitted
• One-click data pulls to fetch updated mortgage details
• Reduced duplicate data entry
• Workflow automation inside Broki

You must configure BOTH:

Webhook → Creates files automatically
API Key → Pulls updated deal data

If one is missing, the integration will not work properly.

Velocity Setup:
• Request API under the domain preview.broki.ca
• Paste API key into Broki
• Copy webhook URL from Broki into Velocity
• Ensure webhook triggers are enabled

Finmo Setup:
• Enter API key
• Enter Team ID
• Configure webhook exactly as shown in Broki

If files are not auto-creating, it is almost always a webhook configuration issue.

Video Guide:
Essential Setup Guide (Email + LOS):
​https://youtu.be/4TJzMxMQwhc?si=rMYytH6b-VqxOz9d

Your pipeline is your operational backbone.

You will configure three areas:

Lead Stages
Tracks how hot or cold a lead is.

Active Pipeline
Tracks deal progress from application to funding.

Completed Pipeline
Tracks renewals and post-funding portfolio.

Go to:
Settings → Pipeline

You can:
• Create multiple pipelines (purchase vs refinance)
• Customize stage names
• Hide stages from client portal
• Set renewal timelines

The better your pipeline setup, the smoother your automation will run.

Video Guide:
​https://youtu.be/9Savtif20Ys?si=cyT8w0-6ZhyntRD2

Connecting your email allows:

• Document reminders to send from your email
• Pre-approval scenarios to send professionally
• Offer updates to send automatically
• Communication to log inside files

Go to:
Settings → Integrations → Email

Connect Gmail or Outlook and approve ALL permissions.

If emails fail to send:
Disconnect and reconnect your email.

Without email connected:
Stage updates and document reminders will not send properly.

Video Guide:
​https://youtu.be/Lc5rzRaEOuw?si=CGhvYdb15R8xv636

If you are transitioning from Velocity or Finmo, you can mass import files.

Process:

This fetches:
• Mortgage details
• Contacts
• Deal data

You can also import historical notes by mapping:
• Note Title
• Note Content

Video Guide:
​https://youtu.be/32mpo-tjODk?si=UjKMUWnRKtB5eB7m

Branding ensures all client-facing materials look professional.

Go to:
Settings → Company Settings

Set:
• Company logo
• Brand colors
• Contact details
• Signature details

These apply to:
• Document reminders
• Pre-approval scenarios
• Offer updates
• Client portal

Video Guide:
​https://youtu.be/QndomYVSYOo?si=sTnB89E7qROV-TPS

Invite your team so you can collaborate efficiently.

Go to:
Settings → Team → Invite Member

Team members can:
• Manage files
• Move pipeline stages
• Review documents
• Use automations
• Send emails

Ensure permissions are configured correctly.

You remain responsible for team member activity under your account.

Video Guide:
​https://youtu.be/RrGo76BpTdg?si=sw2s3kJf5EEmt_3b

This is where the real workflow begins.

Go to:
Pipeline → Open Mortgage File → Documents Tab

Click:
Create Document Request

Add:
• Individual templates
• Document batches
• Custom questions

After creating requests, click:
Document Reminder

Important:
Creating a request does NOT send an email.
The Document Reminder sends the email.

Clients receive:
• Email notification
• Access to Client Portal
• Upload access

Video Guide:
Streamline Document Requests:
​https://youtu.be/9Savtif20Ys?si=cyT8w0-6ZhyntRD2

Managing Files, Notes, Checklists, and Tasks:
​https://youtu.be/Lc5rzRaEOuw?si=CGhvYdb15R8xv636

Sending Pre-Approval Scenarios:
​https://youtu.be/32mpo-tjODk?si=UjKMUWnRKtB5eB7m

Navigating Pre-Approval Scenarios and Lender Comparisons:
​https://youtu.be/QndomYVSYOo?si=sTnB89E7qROV-TPS

Mastering Mortgage Conditions:
​https://youtu.be/RrGo76BpTdg?si=sw2s3kJf5EEmt_3b

Enhancing Realtor Communication:
​https://youtu.be/9Ebi1sqT57Q?si=WRTSUxzwIGkBFqyY

Once these steps are complete, you are fully operational.

If you run into issues during setup, contact:
​[email protected]