Brokio — Turnkey CRM for Mortgage Brokers

🚀 Turnkey CRM — Connected to BOSS

CRM for
brokers
Mortgages
that makes the
Your Practice
as a pilot
Automatic.

Brokio is the first CRM specifically designed for residential mortgage brokers in Quebec. Automatic emails, folder generation, connected with BOSS — it's all already in place. You only have to close files.

Book my demo →See features

200+brokers use it

100+Automatic Emails

12Pipeline Stages

0Config Hour

⚡ Active BOSS Sync

Brokio — Broker Home

Open trades

$1,2M

Files this month

Tasks today

Sources — Number of files

None · 84%

Real Estate Broker · 5,5%

Former customer · 4%

Sources — Volume ($)

Real Estate Broker · 84%

None · 15%

Transactions — Purpose of Transaction

Purchase

694

Refinancing

505

Other

✅

Task created

Follow-up call — Marie Gagnon

📄

Generated document

Pré-qual — Jean Fortin.pdf

Brokio — Mortgage pipeline

New application · 3

Marie Gagnon

Refinancing

New request

Luc Lavoie

Purchase

New request

Scheduled appointment · 1

Antoine Dubois

Refinancing

Scheduled appointment

Pre-qualification · 3

Maxime Morin

Purchase

Pre-qualification

Camille Bouchard

Purchase

Pre-qualification

Submissive lender · 2

Florence Bouchard

Purchase · 12345x

Submissive lender

📩

Email sent

Notified referent — Final acceptance

🔄

Synchronized folder

Sync BOSS — Camille Bouchard

Brokio — Contacts

Create Contact

▼ Filter⇅ SortTotal: 2,003

Name ContactE-mailPhoneBroker

Florence Bouchard[email protected]514-705-9203Brokio Demo

Julie Gagnon[email protected]514-555-9833Brokio Demo

Marie Lavoie[email protected]514-555-4264Brokio Demo

Jean Fortin[email protected]514-555-7471Brokio Demo

Julie Morin[email protected]514-555-6376Brokio Demo

Total Registrations 20031 to 10 ‹ ›

The brokers of 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 and referrers — always informed.

100+ FR+ EN✓ Zero Config Emails

✅

Automated tasks

Automatically created at each stage of the pipeline.

Every step of the way

📱

Mobile App

🎤Voice notes → text

📤Pre-qualification in 30 sec

⭐

Google & Facebook Ratings

Review requests sent automatically after closing.

★★★★★

📄

Automated Documents

📝 AUTO Pre-Qualification

📋AUTO Compliance Report

📧AUTO Email Report

💰

Commission Tracking

👤 Broker

🏢 Agency

🤝 Referent

🤝

Your business partners

Everyone gets their emails automatically — without you thinking about it.

🏡Real Estate Broker

⚖️Notary

🙋Referent

Pipeline

Your process. Our specialty.

From the initial request to the key — every step automatically triggers the right actions.

New application

Scheduled appointment

Waiting for documents

Mounting

Submissive lender

Pre-qualification

Acceptance of conditions

Final acceptance

Compliance

Notary

Disbursement

Completed

Live visualization — moving a folder in the pipeline

Progress of the file

New Folder

I want to optimize my process

Automations

Emails that go out.
Even when you're sleeping.

Brokio — Automatic Email Templates

● Active

Email TemplateLanguageStatus

👤 CLIENT

Welcome — New application received

Sent the same day the application is received

FR + EN

✓

Follow-up — Pre-qualification (relaunch)

Automatic reminders after 5, 7 and 9 days

FR + EN

✓

Congratulations — Mortgage Disbursement

+ request for Google or Facebook reviews

FR + EN

✓

Anniversary Funding — Years 1 to 5

Tax credit reminder every February 1st

FR + EN

✓

Renewal reminder — 3 months before

2-month follow-up and 1-month follow-up

FR + EN

✓

🤝 PARTNERS

Real Estate Broker — Status Update

With each change in the pipeline stage

FR + EN

✓

Notary Public — File Information

30 days before closing + confirmation of the application received

FR + EN

✓

Referent — Complete follow-up of the file

Informed at every step + closure confirmed

FR + EN

✓

Showing 8 of 100+ modelsAll automatic ✓

100+

Models included — in French and English — automatically triggered at each step.

Automated Documents

One click. A document.
Professional.

Automatically generated — no copying and pasting, no errors.

Brokio — Generated Documents● Auto

📋

Pre-Qualification Letter

Marie Gagnon · Step 6

FREN✓ Generated

🔍

Compliance Report

Jean Fortin · Step 9

FREN✓ Generated

📊

Transaction Summary

Sophie Caron · Final acceptance

FREN✓ Generated

📧

Email Report

Full History · Full traceability

FREN✓ Generated

BOSS Login

Connected to BOSS.
From day 1.

Synchronization with BOSS (M3 Group System) is native in Brokio. Your files enter automatically — no double entry, no copying and pasting.

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

🏦

BOSS — M3 Group

Source of mortgage files

Automatic synchronization ✓

📋

Your mortgages

Real-time synced folders

👤

Your contacts

Automatically imported clients

Ready to go automatic?

Your practice deserves
a CRM that works for you.

Free demo • No obligation

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

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

Book my demo →

📧

[email protected]

The Optimizer

CRM forbrokersMortgagesthat makes theYour Practiceas a pilotAutomatic.

Everything you need.Already configured.

Your process. Our specialty.

Emails that go out.Even when you're sleeping.

One click. A document.Professional.

Connected to BOSS.From day 1.

Your practice deservesa CRM that works for you.

CRM for
brokers
Mortgages
that makes the
Your Practice
as a pilot
Automatic.

Everything you need.
Already configured.

Emails that go out.
Even when you're sleeping.

One click. A document.
Professional.

Connected to BOSS.
From day 1.

Your practice deserves
a CRM that works for you.