Built for the Canadian renewal wave

Stop juggling
five tools.
Use one.

BrokerFlow unifies document intake, lender matching, client follow-up, and renewal pipeline management into a single AI-powered workflow. Purpose-built for Canadian residential mortgage brokers.

1.3M
Renewals in 2026
5+
Tools brokers juggle
97%
Faster doc processing
Deal Pipeline
●
Sarah Chen — Renewal
$485K · 5yr fixed · MCAP
AI Matched
●
James Park — Purchase
$620K · Variable · Docs pending
In Review
●
Priya Sharma — Refinance
$340K · Alt-A · Self-employed
Sent to Lender
The Problem

Canadian mortgage brokers run their business on duct tape and spreadsheets.

Filogix / Velocity
Submission platforms. Get the deal to the lender. That's it.
Lender Spotlight
Policy search across 7,000+ rules. Separate login, separate workflow.
BluMortgage / CRM
Client tracking and email drips. No intelligence, just storage.
Property Fox / Ownwell
Database mining for renewals. Another tab, another subscription.
Purelend / DocVerify
Document automation. Solves one piece of the puzzle.
Zapier + Sheets
The glue holding it all together. Barely.
BrokerFlow replaces all of this.
One AI-native platform. Intake to close. Built for Canada.
How It Works

AI handles the grind. You handle the relationships.

01
AI Document Intake
Clients upload pay stubs, T4s, NOAs, and bank statements. BrokerFlow classifies, verifies income, and flags gaps automatically. No manual sorting.
02
Smart Lender Matching
Understands Canadian lender policies, rate specials, and qualification criteria. Surfaces the best lender fit for each deal in seconds, not hours.
03
Renewal Pipeline Engine
Automatically tracks every client's maturity date. Triggers personalized outreach 120 days before renewal. Banks don't get to poach your clients.
04
Canadian-First Compliance
Built around OSFI guidelines, provincial licensing, and Canadian document types. Not a US product with a maple leaf slapped on.

The numbers behind the opportunity

$1.95T
Canadian mortgage debt outstanding
1.3M
Mortgages renewing in 2026
485K
New permanent residents annually needing mortgages
28%
Of homeowners now switching lenders at renewal

The mortgage industry runs on relationships. Let AI handle everything else.

BrokerFlow is being built for independent Canadian mortgage brokers who refuse to drown in admin while a record wave of renewals hits.