Your next deals are already in your database
BrokerPlus scans your Canadian mortgage book for refinance, renewal, HELOC, and reverse mortgage opportunities, then auto-messages the right clients. The average broker finds $84K in missed revenue in their first scan.
Every opportunity in your book, surfaced automatically
BrokerPlus finds refinance, equity and renewal opportunities to reach out on your behalf.
Refinance and equity opportunities you'd never catch manually
IRD penalty calculations modelled on each major Canadian lender's actual method, plus HELOC and reverse mortgage candidates alongside refinance options. Import any CSV or connect directly from Filogix, Velocity, or Finmo.
Reach your clients before their lender does
Clients are sorted into 0-6 month and 7+ month renewal windows automatically, with monthly maturity reports delivered to your inbox.
Every opportunity gets acted on automatically
BrokerPlus auto-messages your top candidates using fully customizable templates. Follow-ups go out automatically to anyone who doesn't respond.
Stay top of mind with branded client reports
Send branded reports to any client showing their current home value, equity position, and opportunities worth considering. Clients can update their property information right from the report.
What brokers are seeing
Based on early access scans across Canadian mortgage books: $84K average potential commission found per scan, 28 refinance and renewal opportunities per book, under 5 minutes from import to first client outreach.
Pricing that pays for itself
Flat fee. $79 CAD/month billed annually or $99 CAD/month billed monthly. No per-client fees, no upsells, no long-term contracts. Includes unlimited imports, the full opportunity dashboard, manual and automated outreach tools, extensive AML screening, debt consolidation analysis, branded client reports, and a prepayment penalty calculator.
Common questions
Is my client data secure?
All data is encrypted in transit and at rest, hosted entirely in Canada, and never shared with third parties.
How do I import my client data?
Connect directly through the Finmo API, use Filogix Expert's Extract to CRM tool for a CSV, or upload any other spreadsheet and our team will map 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.
Can I cancel anytime?
Yes. No contracts, no cancellation fees. Cancel from your dashboard in one click.
Stop leaving money on the table
Find out how much revenue is sitting in your database. Book a demo.