$79/agent monthly or $69/agent annually

Brokerage Presentation

The video presents an in-depth demonstration and discussion of BrokerPlus, a comprehensive, all-in-one mortgage broker platform designed to streamline workflows, automate document verification, enhance compliance management, integrate communications, and improve broker efficiency while maintaining user control.

BrokerPlus Features

CRM and contact management

• Centralized mortgage CRM
• Automatic data synchronization from Velocity
• Contact and application data imported from emails and applications
• Custom contact-list imports
• Duplicate-contact detection
• Client activity history and tracking
• Audience segmentation
• Client notes and communication records
• Automated client follow-up
• Referral-partner integration
• Existing email-account integration
• Shared team inboxes
• Shared calendars
• Configurable user permissions

Deal and pipeline management

• Dynamic deal-management board
• Customizable Kanban boards
• Custom deal-stage templates
• Automatic deal-stage progression
• Option to control file movements and automated actions
• Deal-status tracking
• Task assignments
• Task notifications
• Task-severity rankings
• Team-based workflow management
• Underwriter notes
• AI-generated underwriting notes based on brokerage examples
• Deal and client-record deduplication
• Loan-number synchronization processes

Velocity integration

• Pulls client and application data from Velocity
• Pulls information through the Velocity API
• Imports Equifax information
• Transfers completed deals to Velocity
• Helps reduce duplicate data entry
• Maintains client records across BrokerPlus and Velocity

Document collection and management

• Secure client document-upload portal
• Automated document requests
• Document-requirement templates
• Application-specific document checklists
• Automatic document naming
• Standardized document naming conventions
• Document verification
• Missing-document identification
• Automated reminders for outstanding documents
• Customizable reminder intervals
• Document exporting
• Document collection for specialized scenarios
• Mobile document uploads through the secure portal
• Fraud-detection tools

AI-powered application analysis

• Automated review of mortgage applications
• AI-generated file warnings and concerns
• Identification of unsourced e-transfers
• Identification of cryptocurrency transactions
• Identification of unusual account activity
• Income verification
• Down-payment verification
• Bank-statement analysis
• Analysis of as many as 64 bank accounts
• Transaction-flow tracking across accounts
• Business-expense categorization
• Ability to edit transaction categories
• Identification of missing file requirements

Income and borrower analysis

• Employment-income analysis
• Self-employed income analysis
• Business-expense analysis
• Income-document verification
• Specialized document requirements based on borrower circumstances
• Support for TFSA withdrawals
• Support for cryptocurrency-related income or funds
• Automated borrower-specific document selection

Down-payment analysis

• Source-of-funds analysis
• Down-payment transaction tracking
• Movement-of-funds analysis across multiple accounts
• Detection of unexplained transfers
• Review of gifted or transferred funds
• Review of cryptocurrency transactions
• Identification of potential source-of-funds concerns

Refinance and renewal tools

• Refinance-opportunity identification
• Automated refinance calculations
• Mortgage-savings calculations
• Mortgage-penalty estimates
• Prepayment-penalty calculations for Canadian lenders
• Lender formulas and historical posted rates dating back to 2016
• Branded refinance reports
• Savings charts
• Client refinance notifications
• Mortgage-renewal tracking
• Mortgage-retention opportunities
• Automated monitoring of:
  • Property-value changes
  • Mortgage-balance changes
  • Additional mortgage payments
  • Client-reported prepayments
• Next-day opportunity notifications to brokers
• Customizable refinance and renewal email templates

Home-equity monitoring

• Automated home-equity reports
• Houski automated valuation model
• Estimated property values
• Local market-trend analysis
• Historical sale-price analysis
• Comparable-property analysis
• Equity-opportunity identification
• Branded client-facing equity reports
• Ongoing monitoring for refinance and debt-consolidation opportunities

Client communications

• Automated email communication
• Client notification templates
• Custom email templates
• Personalized follow-up campaigns
• Automated missing-document reminders
• Automated refinance and equity notifications
• Client-facing branded reports
• Embedded video in communications
• Communication through BrokerPlus or external lender portals
• Referral-partner communications

Telephone and call-management tools

• Integrated business phone system
• Individual phone numbers for team members
• Permission-controlled phone access
• Shared team phone functionality
• Inbound AI calling
• Call recording
• AI call transcription
• Automated call summaries
• Call information stored within the client record
• Potential replacement for a separate RingCentral subscription

Meetings and note-taking

• Automated meeting note-taker
• Calendar-connected meeting assistant
• Automatic meeting joining
• Meeting recording
• Meeting transcription
• AI-generated meeting notes
• Connection to email and calendar accounts
• Potential replacement for tools such as Fireflies

E-signatures

• Included electronic-signature functionality through Documenso
• No-cost e-signature capability
• Ability to connect existing signing platforms
• DocuSign integration where required
• Flexibility to use lender-required signing solutions

Team management

• Multiple team-member access
• Custom access levels
• Role-based permissions
• Shared inboxes
• Shared calendars
• Shared telephone systems
• Individual phone numbers
• Delegated client and file access
• Task assignment to specific team members
• Team collaboration on client records and mortgage files
• Brokerage-level controls
• Custom workflows for different teams

Compliance management

• Customizable brokerage compliance rules
• Province-specific compliance requirements
• Custom compliance parameters
• Brokerage-level compliance controls
• Two-stage file-review process:
  • Agent or broker review
  • Compliance-officer review
• File triage before submission to compliance
• Compliance audit trails
• Automated compliance checklists
• Identification of missing compliance documents
• Custom document requirements based on application details
• Client risk ratings
• Ongoing client rescreening
• AML screening
• Adverse-media searches
• Fraud-detection features
• Customizable reminder and follow-up workflows
• Support for chief compliance officer oversight

Identity verification and KYC

• ComplyCube integration
• Potential SumSub integration
• Digital identity-verification workflows
• One-time client portal options
• Alternative document-collection options for clients needing assistance
• Support for in-person document collection
• Client risk-assessment functionality
• AML and adverse-media screening

Lender tools

• Lender matching
• Planned lender-rate and product database
• Lender Spotlight partnership and integration
• Lender product comparison
• Improved lender selection for refinance opportunities
• Communication with lenders through BrokerPlus
• Ability to use external lender portals where required
• Deal-submission support

Automation

• Automatic deal-stage movement
• Application-driven document requirements
• Automated document reminders
• Automated client emails
• Automated refinance-opportunity calculations
• Automated equity monitoring
• Automated next-day broker alerts
• Automated underwriting notes
• Automated meeting notes
• Automated call summaries
• Automated compliance checks
• Automated client risk screening
• Automatic task notifications
• User control over file movements and automated actions

Reporting and analytics

• Agent signup reporting
• Onboarding-completion reporting
• Platform-usage reporting
• Agent performance analytics
• Identification of where users are succeeding
• Identification of where users are struggling
• Adoption monitoring during and after implementation
• Client activity tracking
• Deal and workflow visibility
• Brokerage-level reporting

Onboarding and implementation support

• One-on-one onboarding
• Team onboarding assistance
• Staged agent rollout
• Dedicated customer-success support
• Brokerage-configuration assistance
• Agent-ready promotional blurbs
• Agent-ready one-page information sheets
• Follow-up workshops
• Hands-on agent training
• Sandbox or demonstration environment
• Customized implementation for Expert Financial

Coming Soon...

• BrokerPlus mobile app
• Fully mobile-friendly new platform
• Outbound AI calling
• Complete Lender Spotlight rate and product integration
• Enhanced lender-product matching
• Per-Kanban control over automatic stage movement
• Enhanced AML-system communication
• Expanded identity verification with full ID scanning and liveness checks
• Additional document-analysis and compliance capabilities

Ready to get started?

- Book a 30-minute onboarding call with Mandric: https://calendly.com/mandric-getbrokerplus/onboarding-mos-expert

- Walkthrough of the platform on your own files

- Questions first? Email Mandric directly at mandric@getbrokerplus.ca