Brokio — Turnkey CRM for Mortgage Brokers

🚀 Turnkey CRM — Connected to BOSS

The CRM for
mortgage
brokers
that runs
your practice
on
autopilot.

Brokio is the first CRM specifically designed for residential mortgage brokers in Quebec. Automated emails, document generation, connected to BOSS — everything is already set up. You just have to close deals.

Book my demo →See the features

200+brokers use it

100+Automated emails

12Pipeline stages

0Hour of setup

⚡ BOSS Synchronization active

Brokio — Broker Dashboard

Open transactions

$1,2M

Files this month

Tasks today

Sources — No. of files

None · 84%

Real estate broker · 5,5%

Returning client · 4%

Sources — Volume ($)

Real estate broker · 84%

None · 15%

Transactions — Purpose

Purchase

694

Refinancing

505

Other

✅

Task created

Follow-up call — Marie Gagnon

📄

Document generated

Pre-qual — Jean Fortin.pdf

Brokio — Mortgage Pipeline

New application · 3

Marie Gagnon

Refinancing

New application

Luc Lavoie

Purchase

New application

Appointment · 1

Antoine Dubois

Refinancing

Appt. scheduled

Pre-qualification · 3

Maxime Morin

Purchase

Pre-qualification

Camille Bouchard

Purchase

Pre-qualification

Submitted · 2

Florence Bouchard

Achat · 12345x

Submitted

📩

Email sent

Referral notified — Final acceptance

🔄

File synced

BOSS Sync — Camille Bouchard

Brokio — Contacts

Create a Contact

▼ Filter⇅ SortTotal: 2 003

Contact NameE-mailPhoneBroker

Florence Bouchardflorence@optimisatrice.ca514-705-9203Brokio Demo

Julie Gagnonjuliegagnon@faux.com514-555-9833Brokio Demo

Marie Lavoiemarielavoie@faux.com514-555-4264Brokio Demo

Jean Fortinjeanfortin@faux.com514-555-7471Brokio Demo

Julie Morinjuliemorin@faux.com514-555-6376Brokio Demo

Total Records 20031 to 10 ‹ ›

Brokers from these banners have already adopted it

Features

Everything you need.
Already configured.

Brokio is ready on day 1 — connected, automated, bilingual.

✉️

Automated emails

Clients, brokers, notaries & referrals — always informed.

100+ emailsFR + EN✓ Zero configuration

✅

Automated tasks

Automatically created at each pipeline stage.

At every stage

📱

Mobile app

🎤Voice notes → text

📤Pre-qualification in 30 sec

⭐

Google & Facebook Reviews

Review requests sent automatically after closing.

★★★★★

📄

Automated documents

📝 Pre-qualificationAutomatic

📋 Compliance reportAutomatic

📧 Email reportAutomatic

💰

Commission tracking

👤 Broker

🏢 Agence

🤝 Referral

🤝

Your business partners

Each one receives their emails automatically — without you having to think about it.

🏡Real estate broker

⚖️Notary

🙋Referral

Pipeline

Votre processus. Notre spécialité.

De la demande initiale jusqu'à la clé — chaque étape déclenche automatiquement les bonnes actions.

New application

Appt. scheduled

Awaiting documents

File assembly

Submitted

Pre-qualification

Conditional approval

Final approval

Compliance

Notary

Disbursed

Completed

Visualisation en direct — déplacement d'un dossier dans le pipeline

File progress

New file

I want to optimize my process

Automations

Des courriels qui partent.
Même quand vous dormez.

Brokio — Automated email templates

● Actif

Modèle de courrielLangueStatus

👤 CLIENT

Welcome — New application received

Sent on the same day the file is received

FR + EN

✓

Follow-up — Pre-qualification (reminder)

Automatic reminders after 5, 7 and 9 days

FR + EN

✓

Congratulations — Mortgage disbursement

+ Google or Facebook review request

FR + EN

✓

Financing anniversary — Years 1 to 5

Tax credit reminder every February 1st

FR + EN

✓

Renewal reminder — 3 months ahead

Follow-up at 2 months and reminder at 1 month

FR + EN

✓

🤝 BYTNERS

Real estate broker — Status update

At every pipeline stage change

FR + EN

✓

Notary — File information

30 days before closing + file receipt confirmation

FR + EN

✓

Referral — Complete file follow-up

Notified at every stage + closing confirmed

FR + EN

✓

Showing 8 of 100+ templatesAll automatic ✓

100+

templates included — in French and English — automatically triggered at every stage.

Automated documents

One click. One document.
Professional.

Generated automatically — no copy-paste, no errors.

Brokio — Generated documents● Auto

📋

Pre-qualification letter

Marie Gagnon · Stage 6

FREN✓ Generated

🔍

Compliance report

Jean Fortin · Stage 9

FREN✓ Generated

📊

Transaction summary

Sophie Caron · Final approval

FREN✓ Generated

📧

Email report

Complete history · Full traceability

FREN✓ Generated

BOSS Integration

Connected to BOSS.
From day 1.

The sync with BOSS (M3 Group System) is native in Brokio. Your files are imported automatically — no double entry, no copy-paste.

Automatic import of new BOSS files into Brokio
Immediate triggering of automations upon receipt
No manual handling — from BOSS to your pipeline instantly
Compatible with all M3 banners

🏦

BOSS — M3 Group

Source of mortgage files

Automatic sync ✓

📋

Your mortgages

Files synced in real time

👤

Your contacts

Clients imported automatically

Ready to switch to autopilot?

Your practice deserves
a CRM that works for you.

Free demo • No commitment

See Brokio in action.
In 30 minutes, you'll understand everything.

We show you the CRM live, answer all your questions, and you leave with a clear idea of what Brokio can do for your practice.

Book my demo →

📧

info@brokio.ca

L'Optimisatrice

The CRM formortgagebrokersthat runsyour practiceonautopilot.

Everything you need.Already configured.

Votre processus. Notre spécialité.

Des courriels qui partent.Même quand vous dormez.

One click. One document.Professional.

Connected to BOSS.From day 1.

Your practice deservesa CRM that works for you.

The CRM for
mortgage
brokers
that runs
your practice
on
autopilot.

Everything you need.
Already configured.

Des courriels qui partent.
Même quand vous dormez.

One click. One document.
Professional.

Connected to BOSS.
From day 1.

Your practice deserves
a CRM that works for you.