BrokerPlus offers a Canadian‑hosted, PIPEDA‑compliant platform that consolidates the fragmented tools mortgage brokers use into a single, secure workflow. It provides end‑to‑end origination and retention features, such as automated opportunity flagging and in‑app client messaging, helping brokers identify and act on hidden deals without long‑term contracts.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian mortgage brokers often juggle multiple disconnected tools for lead capture, origination, compliance, and client retention, leading to inefficiencies, missed renewal or refinance opportunities, and increased administrative burden.
Solution
BrokerPlus provides a single, Canadian‑hosted platform that unifies the entire mortgage brokerage workflow—from initial lead intake through document collection, compliance checks, lender submission, and post‑close client engagement. The system automatically flags refinance, renewal, HELOC and other revenue‑generation opportunities within a broker’s existing book, surfacing them with real IRD calculations. All data are encrypted with bank‑level security and stored in a PIPEDA‑compliant environment, eliminating the need for separate compliance vendors. Brokers can manage communications, run email/SMS campaigns, and generate client equity reports directly from the platform, streamlining both origination and retention processes. The service is offered on a flat‑fee subscription with no per‑file or per‑client charges, allowing brokers to scale without surprise costs.
Target Audience
BrokerPlus is designed for independent mortgage brokers and small brokerage firms in Canada who need a consolidated, compliant system to manage origination, compliance, and client retention in one place.
Features
- Integrated lead capture, document collection, and e‑signature workflow that builds the file while the broker is on the phone
- Automated compliance hub with daily AML/PEP screening, identity verification, and audit‑ready evidence bundles
- Real‑time opportunity intelligence that identifies refinance, renewal, HELOC, reverse mortgage and debt‑consolidation candidates using built‑in IRD math
- Email and SMS campaign tools for segmented outreach and equity reporting to existing clients
- End‑to‑end encryption and Canadian‑hosted data storage meeting PIPEDA requirements
- Flat‑rate pricing with all features included, no per‑file or per‑upload fees
- Call recording, transcription, and summarization, plus automatic document verification and lender package assembly