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A 45 minute demo, not an onboarding call

A walkthrough of BrokerPlus,lead intake to lender package.

Screen shared, the whole system end to end, and every question you have about lenders, compliance and price. Nothing to install and nothing to prepare. Onboarding only starts if you decide it's a fit.

Nothing to prepare. We share the screen, you ask the questions.

"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. Now I can rest easy knowing nothing slips through the cracks."
Ann PopeBroker, Premiere Mortgage Centre
  • PIPEDA compliant
  • Canadian-hosted
  • FINTRAC-ready
  • SOC 2 Type 2 in progress
How it goes from here
  1. 01
    The demobooking this one

    This call. 45 minutes, screen shared, a walkthrough of the whole system with your questions answered as we go. No commitment at the end of it.

  2. 02
    Onboarding

    If it's a fit, we set you up: your book imported from Filogix, Velocity, Finmo or a spreadsheet, then your lenders, your line and your branding. We do the work and you check it.

  3. 03
    Strategy call

    Once you're live, we sit down with your own numbers and pick the first moves: who to call this week, which files to push, which parts to stop doing by hand.

You'll walk away with
  • A clear picture of how a file moves through the system, from lead intake to lender package
  • Straight answers on lenders, compliance, migrating off your current CRM, and what it costs
  • A clear read on whether it fits how you already work, before you commit to anything
BrokerPlus

Canadian-built. Canadian-hosted.

© 2026 BrokerPlus Technologies Inc.
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