One that records renewal dates and consent automatically, stores data in Canada, sends email and text from your own address, and lets you export everything. Several qualify.
The right CRM for a mortgage broker does six things: it puts a maturity date on every funded file and reminds you before renewal without you building it; it shows the pipeline on one screen; it records CASL consent and handles the unsubscribe; it sends email and text from your own address and logs them; it holds or connects to documents and e signature; and it exports your data whenever you ask. Then it answers two Canadian questions: where the data is stored, which should be Canada, and whether it understands Canadian mortgages.
Several tools qualify. Brokers at A.I.M.I. Collective can use BrokerDam, built for Canadian brokers with data stored in Canada, at a member rate; it is a paid product and a choice, not a bundle, and brokers who arrive with a CRM they like keep it.
What to avoid: a CRM bundled into a mandatory technology fee, a vendor that charges to export, and anything priced per contact.
The broker portal is included at no cost and is what the Deal Desk runs on. BrokerDam, a CRM built for Canadian brokers with data stored in Canada, is available at a member rate; it is a paid product and a choice, and any compliant CRM is welcome. We do not charge a mandatory technology fee for tools you would not choose.
The full guide, with the detail and the numbers.
Choosing a CRM as a mortgage brokerThe tools a Canadian mortgage broker actually needs: submission platform, CRM, document collection, e signature, calendar, phone, and what to skip.
How to judge a brokerage's broker portal: Deal Desk submissions, document packs, status, underwriter chat, lender updates and compliance in one place.
Look up any mortgage agent or broker licence in Ontario, BC or Alberta. Direct links to each free regulator search and what to check before you sign.
Bring your questions to a discovery call and a broker owner will answer them directly.