My Broker Pro offers an all‑in‑one software platform tailored for Canadian mortgage brokers, combining CRM, marketing tools, and business coaching in a single solution. The platform integrates automatically with Finmo and supports custom connections via RESThooks, Zapier, and APIs, enabling brokers to sync data and manage pipeline stages efficiently.
Funding
Funding not disclosed
Founders
Product
Problem
Canadian mortgage brokers often juggle separate tools for client relationship management, marketing, website creation, appointment scheduling, and business coaching, leading to fragmented workflows, duplicated data entry, and higher operational costs.
Solution
My Broker Pro consolidates these functions into a single cloud‑based platform designed specifically for the Canadian mortgage market. The solution provides an integrated CRM with pipeline tracking, automated marketing campaigns, a drag‑and‑drop website builder, AI‑assisted booking, and built‑in business coaching resources. Data from Finmo and other loan origination systems sync automatically, while additional connections can be created via RESThooks, Zapier or custom APIs. Users can customize templates, workflows, and branding without needing separate subscriptions, and a 7‑day free trial with chatbot support lets brokers evaluate the platform risk‑free. The platform’s Canadian‑hosted servers ensure data residency and security.
Target Audience
My Broker Pro is aimed at individual Canadian mortgage brokers and small broker teams who need a consolidated toolset for client management, marketing, web presence, and workflow automation.
Features
- Unified CRM with pipeline stages, contact storage (unlimited) and lead management
- Marketing automation tools for email, SMS, social media posting and review requests
- Drag‑and‑drop website and e‑commerce builder with AI‑powered design assistance
- Automated appointment booking and AI chat for client communication
- Seamless integration with Finmo; manual sync for Velocity, Scarlett, Filogix; extensible via RESThooks, Zapier and open APIs
- Built‑in business coaching resources and customizable templates for workflows and branding
- Live chat, ticketing, and twice‑weekly “Open Door” sessions for ongoing support
- Canadian‑hosted servers for secure data storage and compliance