BrokerPlus launches first brokerage-wide rollout in Canada
“BrokerPlus has completely changed how I manage my business,” Pope said.
“It proactively identifies opportunities within my client base, keeps me connected with homeowners long after their mortgage closes, and has dramatically simplified document collection. It saves time while helping me provide better service to every client.”
One platform, three functions
BrokerPlus brings client retention, client engagement, and document collection into a single integrated system. The platform continuously analyses funded mortgage portfolios for refinance, renewal, and debt consolidation opportunities, while white-labelled homeowner reports, equity updates, and automated communications maintain client relationships between transactions.
A secure portal allows borrowers to upload documents with automatic verification of income, down payment, and liabilities — reducing manual processing and accelerating lender-ready submissions.
Swish Goswami, co-founder and CEO of BrokerPlus, said the platform’s purpose is consolidation.
