Broki is a purpose-built CRM and workflow management platform designed specifically for mortgage brokers.

It was not adapted from a generic CRM.
It was built from the ground up for the real, day-to-day workflow of mortgage professionals.

Broki exists to solve one core problem:

Mortgage brokers juggle too many disconnected systems.

LOS platforms handle submissions.
Email lives elsewhere.
Documents are scattered.
Renewal tracking is manual.
Compliance is stressful.
Team visibility is fragmented.

Broki brings all of it together.

The Core Purpose of Broki

Broki is built to help mortgage brokers:

• Manage client journeys from lead to renewal
• Organize mortgage files and documents
• Automate repetitive administrative tasks
• Improve client communication
• Strengthen compliance readiness
• Increase renewal retention
• Track portfolio performance
• Collaborate efficiently with teams

It is designed to support both solo brokers and full mortgage teams.

Broki Is Not an LOS

Broki does not replace Velocity or Finmo.

Instead, Broki integrates with your LOS.

Velocity and Finmo handle lender submission workflows.
Broki handles everything around the client journey.

That includes:

• Pipeline tracking
• Document collection
• Conditions management
• Client portal
• Task automation
• Renewal tracking
• Portfolio analytics
• Compliance preparation

This separation keeps your workflow flexible and not locked into rigid LOS constraints.

What Makes Broki Unique

1. Built by a Mortgage Broker

Broki was founded by an active mortgage broker who understands:

• Real client conversations
• Realtor communication
• Renewal strategies
• Document chaos
• Compliance pressure
• The realities of growing a brokerage

This is not theory-based software.
It is built from real operational experience.

2. Client Journey First

Broki focuses heavily on client experience.

You can:

• Send branded document requests
• Create pre-approval scenarios
• Present lender comparisons
• Track mortgage anniversaries
• Manage renewal campaigns
• Customize your client portal

Every interaction feels professional and personalized.

3. Portfolio Intelligence

Broki’s Portfolio tab gives you a complete view of:

• Active deals
• Completed mortgages
• Maturity timelines
• Months remaining
• Interest rates
• Lender breakdown
• Renewal opportunities

You can sort, filter, export, and identify refinance opportunities instantly.

Most CRMs stop at deal tracking.
Broki continues through the full mortgage lifecycle.

4. Automation Built for Mortgage Workflow

Broki’s automation engine allows you to trigger actions based on:

• Stage changes
• Document uploads
• File creation
• Birthdays
• Closing dates
• Subject removals
• Maturity dates

Instead of generic automation tools, Broki understands mortgage-specific triggers.

5. Compliance-Friendly Architecture

Compliance matters.

Broki includes:

• Document merging tools
• Compliance export
• Audit logs
• Controlled user permissions
• Secure Canadian data storage
• FOIPPA-aligned data handling

It is built with regulatory awareness from the start.

6. Renewal & Retention Focus

Most brokers lose renewals because they don’t track them properly.

Broki automatically moves completed files into renewal tracking.

You can:

• Sort by months remaining
• Trigger renewal workflows
• Export maturity lists
• Plan refinance outreach

Your database becomes an asset — not just a storage vault.

7. Team Collaboration

For growing brokerages, Broki allows:

• Team member permissions
• Executive assistant access
• Role-based file visibility
• Shared pipelines
• Centralized communication tracking

Everyone works in one system.

What Broki Is Designed to Replace

Broki reduces or replaces:

• Manual spreadsheets
• Renewal tracking calendars
• Email reminders
• Disconnected CRMs
• Document chaos
• Repetitive admin tasks

It centralizes your business.

What Broki Is Not

Broki is not:

• A lender submission engine
• A rate quoting authority
• A compliance replacement
• A financial advisor
• A guaranteed approval system

It is a business operating system for mortgage professionals.

You remain responsible for:

• Regulatory compliance
• Rate accuracy
• Professional advice
• Client consent
• AML / KYC obligations

Broki supports your workflow — it does not replace professional responsibility.

Who Broki Is For

Broki is ideal for:

• Mortgage brokers
• Mortgage teams
• Broker owners
• Growth-focused brokerages
• High-volume producers
• Brokers serious about renewals

It is built for professionals who want:

Structure
Automation
Visibility
Retention
Control

Where Broki Is Going

The roadmap includes:

• Central communication inbox (Email + SMS + DMs)
• Two-way calendar sync
• Video meeting auto-generation
• Advanced automation triggers
• Mobile app (iOS & Android)
• AI assistant functionality
• Expanded integrations

Broki is continuously evolving.