AI powered CRM for Canadian mortgage brokers.
BrokerDam is a separate paid platform that runs your pipeline, your clients and your compliance in one place. A.I.M.I. Collective brokers get it at a member rate.
AI underwriter
Upload the full application package and BrokerDam cross references the documents, calculates GDS and TDS including the OSFI stress test, and exports a broker ready summary in minutes.
What BrokerDam does
Pipeline and deal management
Every file in one place, from application to funding, with clear stages and next steps.
Client CRM and contacts
A full client record with notes, documents and history so nothing gets lost between deals.
E signing built in
Send, sign and store documents without leaving the platform or paying for a separate tool.
Email and SMS campaigns
Stay in front of your database with campaigns you can schedule and reuse.
Mortgage calculators
Payment, qualification and comparison calculators ready to share with clients.
Renewal reminders
Automatic prompts ahead of every maturity date so renewals never slip through.
AI assisted underwriting
Guidance on structure and lender fit before you submit, based on the file in front of you.
What you get on day one
- Seven stage pipeline so you always know what is waiting on you
- Automatic follow ups and renewal reminders so nothing goes cold
- Conditions tracking that follows outstanding items right through to close
- Built in e signing, no separate subscription
- Two way SMS with bulk campaigns
- A branded client portal so borrowers can see their own deal status
- A realtor portal so your referral partners can track progress without calling you
- Marketing tools including feature sheets, email campaigns and AI drafting
- Mortgage, affordability, land transfer tax and prepayment calculators
- A booking page with automatic confirmations
- Commission tracking
- AML and FINTRAC compliance built in
See it
Click any screenshot to view it full size.
The questions brokers ask
Does it work with the tools I already use
Yes. BrokerDam syncs deals, borrowers and co borrowers with Velocity from Newton, and imports files from Filogix. Finmo is on the roadmap. Meta and Google ad leads can flow in through Make or Zapier.
Can I bring my existing client list across
Yes. Import your book on day one and export your contacts and deals at any time. There is no lock in.
Where does my client data live
All data is hosted in Canada, in the ca-central-1 region.
Am I tied into a contract
No. Both plans include a 14 day free trial and you can cancel any time.
Want to see it on a live screen share?
Book a discovery call and we will walk you through BrokerDam and the A.I.M.I. Collective broker portal.