Your book is leaking money.
BrokerPlus turns your database from a list of past deals into a pipeline of recurring revenue.
app.brokerplus.ca/refinance
SL
Sandra Lévesque
$4.2K
MD
Marc Dubois
$3.8K
PG
Priya Gupta
$2.1K
JN
Jordan Nguyen
$3.4K
AT
Amélie Tremblay
$1.8K
Total potential commission$84,250
Live scan · your book
Sandra L.refi flagged+$4.2K
Marc D.HELOC eligible+$3.8K
Jordan N.debt consolidation+$3.4K
Renewal alert
Priya G. · TD Bank
147
days to maturity
REACH OUT WINDOW · 0–6 MO
Average first-scan results · across pilot brokers
Revenue found
$15,470
Opportunities
28
Scan time
4m 12s
Bank-level encryption
Canadian-hosted
Your data stays yours
FINTRAC-ready
Plugs into the tools you already use
Trusted by brokers across Canada.
Hear from the brokers and brokerages already running BrokerPlus on their book.
For years I knew there was revenue sitting in my book that I had no efficient way to surface. BrokerPlus changed that overnight. It scans my entire database, flags every refinance, renewal, and equity opportunity with the math already done, and reaches out to those clients on my behalf. The client reports are state of the art, and the whole platform costs a fraction of what I was paying for the patchwork of tools it replaced. I've already cancelled several subscriptions. Now I can rest easy knowing nothing slips through the cracks.
Ann Pope
Broker · Premiere Mortgage Centre
Getting my book into BrokerPlus took minutes. I was expecting a painful import process and it just wasn't. What's kept me impressed since then is how fast the team ships. I'll flag something on a Monday and see it live not long after. They're actually building this product with brokers, not just for them.
Rico Johnston
Broker · Premiere Mortgage Centre
BrokerPlus is tackling one of the hardest problems in the mortgage space - turning fragmented, post-close data into something brokers can actually rely on. If executed properly, it has the potential to evolve beyond deal management into a true opportunity engine that surfaces value across the full client lifecycle.
Scott Nazareth
Senior Mortgage Agent · Mortgages.ca
Everything my current software doesn't do is what BrokerPlus does. And everything it does, it does well.
Shaunese Lawrence
Mortgage Agent Level 2 · Clover Mortgage
It's not that there aren't deals.
There are. You just can't see them.
Most brokers treat their book as a list of past wins. The real opportunities - rate gaps, maturity windows, equity moves - are hiding in the data, going unnoticed.
01 / Refinance
Your refis walk out the door
You closed them years ago at 5.89%. Rates dropped. They're refinancing with someone else, because nobody told them now is the moment.
Rate gapYour client · 2023
5.89%locked
Market today · 4.24%−1.65% gap
02 / Renewals
Your renewals never come back to you
The lender calls 6 months before maturity with a "loyalty rate." Your client signs. You find out months later when they don't pick up.
Lender call window · 6 months
Your last touch: 14 months ago
03 / Equity
Your equity clients don't know they have options
Some clients are paying credit-card interest while sitting on $200K+ in usable equity. They would move on it if they knew what they could do.
Property value+$58K since '23
Carrying $24K credit-card debt at 19.99%
From CSV to client reply in under an hour.
Import once. The platform scans continuously and can reach out automatically with your name, voice and numbers.
1
Import your book
Drop an export from any CRM like Filogix, Velocity or Finmo. If needed we'll clean up your data & map it for you within one business day.
Drop your Filogix export
or connect directly · we'll map it for you
FILOGIXVELOCITYFINMOCSV
filogix-export-2026.csv
1,247 funded deals · mapping confirmed
2
We scan every client
Continuous scoring against live rates, current home values, IRD penalties by lender, and maturity windows - every file, every day.
Scanning · 1,247 clients
28
Refi candidates
14
HELOC eligible
$84K
Potential
3
Reach out automatically
Message top candidates yourself or let BrokerPlus run outreach on autopilot. Either way, messages go out in your voice with auto follow-ups and one-click pause.
Quick check-in - looks like there's about $18.9K in net savings if we refi now. Want me to send numbers?- Auto, in your voice
Yes please!
3 clients responded today
+$11.4K
A revenue layer that runs on top of your book.
Everything your book needs, on the book you already have.
Refinance & equity
Every refi, HELOC, and reverse mortgage you'd miss manually.
Continuous scoring against live lender rates, current home values, and remaining term surfaces who to call and the dollars behind why.
- Break-now vs hold-to-maturity calls with lender-specific IRD penalty math (RBC, Scotia, BMO, TD, CIBC, etc)
- Debt consolidation analysis ranked by net monthly savings
- HELOC and reverse mortgage candidates flagged per file
Renewals
Reach your clients before their lender does.
Clients bucketed by maturity window automatically. Outreach drips at 12, 7, 3, and 1 month out, sent in your name. Monthly maturity reports land in your inbox.
- Automated outreach at 12, 7, 3, and 1 month before maturity
- Monthly maturity report delivered to your inbox
- Custom renewal flags you control (e.g. surface every client 13 months out)
Branded client reports
Stay top of mind. Let clients keep their own file up to date.
Branded equity and debt reports go out under your name. Clients can update their home value, mortgage balance, and address - every change flows back to your dashboard automatically.
- Branded reports with your headshot, calendar link, etc
- Clients edit their own file so your book stays accurate
- One-time or monthly recurring sends, with open and reply tracking built in
Borrower portal
Cleaner docs, fewer follow-ups.
Clients upload info/docs through a secure portal. BrokerPlus verifies and reconciles every document, runs down-payment and income checks, then hands you a clean package ready to submit.
- Doc verification and reconciliation done before docs come to you
- Income, down payment, and document discrepancies flagged
- Submission-ready packages that drop into Filogix, Velocity, Finmo, etc
AML compliance
Every client screened, every time.
63% of FINTRAC penalties cite one-and-done screening. Set a recurring cadence per client by risk rating, and stay covered if FINTRAC comes knocking.
- Assign a risk-rating to each client using a built-in AML checklist
- Set a recurring screening cadence based on risk rating
- Standard or extensive screening (full PEPs + adverse media on extensive)
Estimate your hidden revenue while we have your attention.
Drag the slider to see what a book your size typically surfaces in opportunities.
How big is your book?
Funded deals
220
202004006008001000
Estimated opportunities
26–40
12–18% of your book
Potential commission
$78K–$200K
At $3K–$5K per closed deal
Time to first close
14-30days
Median across pilot brokers
Pricing that pays for itself.
No per-client fees. No usage tiers. No upsells. Cancel anytime in one click.
Save 20%
Broker
$79CAD / month
Advanced deal intelligence and built-in FINTRAC compliance for solo brokers.
Book DemoIncludes
- Unlimited client imports - Filogix, Velocity, Finmo, CSV
- Full opportunity dashboard + IRD penalty calculator
- Renewal tracking with monthly maturity reports
- Outreach tools (manual + automated)
- AML screening (PEP, sanctions, adverse media)
- Debt consolidation analysis (unsecured & secured)
- Branded client reports (equity & debts)
- Doc portal - verifies & reconciles docs automatically
For Brokerages
Brokerage
Custom
Everything in Broker for every agent, plus team oversight and enterprise controls for the principal broker.
Talk to SalesEverything in Broker, plus
- Dedicated dashboard for the principal broker
- Continuous sanctions & PEP monitoring
- Agent compliance scorecard
- Team-based alert routing
- LOTR & EDD case workflows (e.g. Foreign PEP)
- Retroactive screening tools
- Written policy management
- Dedicated onboarding + priority support
Not ready to talk? Run a free scan on your book first
Five subscriptions rolled into one platform.
Doc signing
Elsewhere$59/mo
Doc verification
Elsewhere$109/mo
Compliance screenings
Elsewhere$199/mo
Lender rate intel
Elsewhere$169/mo
Monthly reports
Elsewhere$129/mo
All of it in BrokerPlus
$99/ mo
Buying them separately (minimum)
$665/ mo
Save ~$7,000 per year
Doc signing, verification, AML & compliance, live lender rates with IRD math, and branded client reports - one subscription, cancel anytime.
Common questions.
Is my client data secure?
Yes. All data is encrypted in transit and at rest, hosted entirely in Canada, and never shared with third parties. We don't sell, share, or train on your data. Export or delete anytime from your dashboard.
How do I import my client data?
If you use Finmo, you can connect directly through their API - no export needed. For Filogix Expert, use the built-in Extract to CRM tool to download a CSV, then upload it. For Velocity, we have a step-by-step walkthrough. Any other CSV - our team maps it for you within one business day.
Do my clients know I'm using BrokerPlus?
No. All outreach goes out from you, in your name, with your branding. BrokerPlus is invisible to your clients - your domain, your signature, your voice.
Will this annoy my clients?
Templates are fully customizable and tuned to sound like you, not a marketing blast. Timing is based on when an opportunity actually makes sense - never on a schedule. You can review every message, or send manually anytime.
How accurate are the IRD penalty calculations?
We model every major Canadian lender's actual method individually - not a one-size-fits-all estimate. It's not perfect to the penny (lenders don't publish exact internal calculations), but close enough to have a confident client conversation and beat the lender's retention pitch.
What if my book is small, is this still worth it?
Even 50-deal books surface 6–10 actionable opportunities, so one refi covers months of subscription. Smaller books still need proper AML compliance, and BrokerPlus keeps you in front of every past client with branded equity reports and automated touchpoints.
How is this different from a spreadsheet?
A spreadsheet can sort by maturity date. It can't calculate IRD penalties using each lender's actual method, flag HELOC and reverse-mortgage candidates, or auto-message clients with follow-ups. BrokerPlus does all of that without you maintaining anything.
Can I cancel anytime?
Yes. No contracts, no cancellation fees. One click from your dashboard. We'll keep your data for 30 days in case you change your mind, then it's permanently deleted.
How long until I see results?
Most brokers are up and running in under 5 minutes. First scan runs the same day. First client replies typically land within 48 hours of your first outreach send.
Stop leaving money on the table.
Your first scan is free. Most brokers see their first opportunity within five minutes of import.