The complete modern CRM for Canadian mortgage brokers.
Upload the application package and the AI Underwriter reads every pay stub, T4, notice of assessment, bank statement and credit report, checks them against each other and the application, and hands you a broker ready summary with GDS, TDS and every flag. You make the call.
Card required · Cancel during trial with no charge.
Or book a 20 minute demo →AI Underwriter
Emily Carter · Purchase · Langley, BC
Underwriting summary for broker review
Observations to verify. Not determinations.
$92,000/yr
stated $118,000
$729/mo
feeds TDS
46.33%
stated 36.12%
55.84%
stated 36.12%
Flags
- Attention
Income overstated
Application, T4, NOA and pay stub
- Attention
Undisclosed car loan
Application and credit report
- Attention
Wage garnishment
Pay stub and application
Not a lending decision. The broker reviews every finding.
Open the full sample report →How the AI Underwriter works
Upload the package
Upload pay stubs, T4s, notices of assessment, bank statements, credit reports and the MLS listing.
It reads and cross checks
Income is reconciled across documents, debts on the credit report are compared to the application, deposits and NSFs are flagged, and GDS and TDS are calculated with the stress test.
You get a broker ready summary
Flags by severity, a list of what is still missing, and a summary you can paste into your notes. It never approves or declines.
An AI Underwriter that reads the full application package and surfaces what to verify before you submit.
What took hours now takes minutes.
Never lose another deal to a forgotten follow up.
Brokers lose deals to missed follow ups, lapsed conditions, and clients who go cold. BrokerDam tracks every deal across a 7 stage pipeline and automates the reminders, so nothing gets forgotten.
7 stage pipeline
See every deal and exactly where it stands.
Automated reminders
Follow ups and renewals fire on their own.
Conditions tracking
Every outstanding condition tracked to close.
Task hub & checklists
Nothing on the task list gets missed.
A CRM that doesn't just organize deals: it wins them.
Most broker CRMs are passive filing cabinets. BrokerDam actively markets for you and gives clients and referral partners a professional window into their deal.
Marketing that runs itself.
Reach your entire book or a targeted segment without leaving the CRM. Campaigns keep working while you close deals.
- Professional feature sheets: branded property and rate sheets in a click.
- Email campaigns: reach your whole book or a segment, with built in AI that drafts and polishes every message.
- Automated campaigns: nurture sequences that send on their own.
texting software for mortgage brokers|See how e signature works →
Branded property and rate sheets in a click.
Look like a bigger shop.
Give clients and referral partners a professional, branded window into every deal. Any broker or brokerage, presented like a full firm.
- Client portal: clients get a branded window into their deal status.
- Realtor portal: referral partners see deal progress, keeping relationships warm.
- Your branding throughout: look like a full firm, whether you're solo or a team.
Working your funded book? See renewals and refinance opportunities →
Clients get a branded window into their deal status.
The rest of the stack, already shipped.
Texting, integrations, calculators, lead capture and booking are part of BrokerDam, not add ons you bolt on later.
Bring your existing deals into the CRM with the Velocity by Newton integration.
Two way text messaging
Send and receive SMS with clients from the CRM, text in bulk, and run email + SMS campaigns with unsubscribe compliance built in.
Learn more →Velocity integration
Connect your Velocity (Newton) account and sync your deals, borrowers, and coborrowers into BrokerDam: no rekeying.
Learn more →Client ready calculators
Mortgage, affordability, land transfer tax and prepayment calculators with accurate Canadian math: exportable as branded PDFs.
Ad lead capture
Leads from Meta and Google ads land directly in your CRM via webhook: works with Make and Zapier.
Learn more →AI email drafting
Draft and polish client emails with AI, built right into campaigns and templates.
Booking page
Share one link and clients book a time that works: confirmations, reminders, and reschedules handled for you.
Learn more →One plan. Everything included.
Replace your CRM, e signature, compliance, and marketing tools with one platform: one login, one bill.
14 day free trial. Then $99/month.
Card required · Cancel anytime.
14 day free trial. Then billed annually.
Effectively about $83 a month, saving about $189 vs monthly.
Card required · Turn off renewal anytime.
- AI Underwriter
- 7 stage pipeline
- E-Sign
- AML / FINTRAC compliance
- Commission tracking
- Automations
- Client & realtor portals
- Marketing & campaigns
- No onboarding or setup fee
- Texting included: not a paid add on
- No per feature upsells: e signature, SMS, calculators, portals and booking are in the plan.
Our guarantee: 14 days free, monthly cancels anytime, your data stays yours →
All plans hosted in Canada.
Questions, answered.
Yes. Both plans include a 14 day free trial. A card is required to start, and you are not charged during the trial.
No. BrokerDam includes E-Sign, AML/FINTRAC compliance, and commission tracking built in: one platform, one bill.
Yes. Connect your Velocity (Newton) account and sync your deals and clients into BrokerDam, including coborrowers. Filogix books can be brought in via file import, and Finmo support is on the roadmap.
Yes, BrokerDam supports CSV import so you can bring your book with you.
Yes. Import your book on day one, export your contacts and deals at any time. Your data is yours: no lock in.