Core Features
Core Features Used to Improve Your Business Immediately
By Jarrett1 author28 articles
- Pipeline - Mortgage CRM TutorialThis article outlines everything a user would need to know to navigate the pipeline effectively and keep their mortgage files organized
- Mortgage File - Documents TabEverything you need to know to navigate the Documents Tab within a mortgage File.
- How to Use the Application Status Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Application Status tab in Broki — a simple but powerful tab that keeps your clients informed at every step of the mortgage…
- How to Use the Advisors Tab | Mortgage CRM TutorialIn this tutorial, we walk you through everything you need to know about the Advisors tab in Broki
- How to Use the Notes Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Notes tab inside a Broki mortgage file — your central place to keep all file-related context, call summaries, and internal observations organized…
- How to Use the Checklists Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Checklists tab inside a Broki mortgage file — your tool for building standard operating procedures that automatically attach to files as they…
- How to Use the Conditions Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Conditions tab inside a Broki mortgage file — your central hub for tracking every lender condition from the moment an approval comes…
- How to Use the Offers Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Offers tab in Broki — the fastest way to present multiple mortgage options side by side in your client's portal instead of…
- How to Use the Scenarios Tab | Pre-Approval Presentations | Mortgage CRM TutorialIn this tutorial, we walk you through the Scenarios tab in Broki — your tool for presenting pre-approval scenarios side by side in the client portal so they always have…
- How to Use Tasks & Automations | Mortgage CRM TutorialIn this tutorial, we walk you through the Tasks system in Broki
- How to Use the Compliance Tab | Mortgage CRM TutorialIn this tutorial, we walk you through the Compliance tab in Broki — a simple but powerful tool that makes end-of-file compliance packaging significantly faster, especially if you've been collecting…
- How to Use the Commissions Tab | Track Your Income | Mortgage CRM TutorialIn this tutorial, we walk you through the Commissions tab in Broki — your complete tool for tracking every dollar you earn on every file, from finder's fee and volume…
- How to Use E-Signing | Send, Sign & Verify Packages | Mortgage CRM TutorialIn this tutorial, we walk you through the built-in E-Signing feature in Broki — no third-party subscription, no per-envelope fees, and a fully verifiable certificate that lenders can validate with…
- How to Use Client Qualification | Interactive GDS/TDS Calculator | Mortgage CRM TutorialA tool that gives certain clients a live, interactive GDS/TDS calculator in their portal so they can explore different properties without calling you every time to check if the taxes…
- How to Connect Velocity to Broki | Setup Guide | Mortgage CRM TutorialIn this tutorial, we walk you through the complete process of connecting your Velocity account to Broki — including the difference between the API and the webhook, the full step-by-step…
- How to Connect FINMO to Broki | Setup Guide | Mortgage CRM TutorialIn this tutorial, we walk you through the complete process of connecting your FINMO account to Broki — including what the API token and REST hook each do, the full…
- How to Set Up Your Company Settings | Broki CRM TutorialIn this tutorial, we walk you through how to configure your company settings in Broki — the foundation of your platform branding, from your logo and colors to your business…
- How to Set Up Your Personal Profile & Email Signature | Broki CRM TutorialIn this tutorial, we walk you through how to build your personal profile in Broki — the page clients see when they click About on your card in their portal…
- How to Invite Team Members & Set Permissions | Broki CRM TutorialIn this tutorial, we walk you through how to add your team to Broki
- Offset Mortgage Calculator Demo/TutorialMost mortgage calculators — including Manulife's own — will show you $200,000+ in savings when comparing their offset mortgage to a traditional one.
- How to Use the Leads Page | Manage Contacts Before They Become Files | Mortgage CRM TutorialIn this tutorial, we walk you through the Leads page in Broki
- Automatically Notify Your Realtors at Every Stage | Broki Partner Update MessagesWe just launched Automatic Partner Update Messages — the easiest way to keep your referring realtors informed as a mortgage file moves through your pipeline.
- How to Brand Your Client Portal | Broki CRM TutorialIn this tutorial, we walk you through how to fully customize your client portal branding in Broki
- How to Use Automations in Broki | Workflows, Tasks & Email Triggers ExplainedIn this video, we break down how to use the Automations feature in Broki to run your mortgage business more efficiently.
- Portfolio & Penalty TrackingSee below
- Approve Automated Emails Prior to SendingHow to put a guard infront of automated emails prior to them going out
- Portfolio Tab & Monthly Homeowner ReportsPlease see below.
- Mass Import Files From Finmo to BrokiThis guide explains how to mass import your files from Finmo to Broki.