info@mybrokerpro.ca

ATTENTION: Mortgage Brokers

This isn't just a CRM.

It's everything.

The ONLY all-in-one software for Canadian Mortgage Brokers.

CLICK BELOW to start your demo

TESTIMONIALS

What other brokers are saying about MBP

"It has everything a broker needs."

"I hit a plateau in my business, so I invested in My Broker Pro for my CRM and marketing needs. It played a huge role in my success and is a must-have for anyone in the mortgage industry!" - Jayden Backs, Mortgage Broker

"My Broker Pro is a all-in-One CRM"

"My Broker Pro is a all in one CRM marketing business coaching platform for Canadian mortgage brokers created by Canadian Mortgage Brokers." - Kristen Young, Mortgage Broker

"I've tried other CRMs, this is the best!"

"My Broker Pro is top-notch! It’s more than a CRM—manage social media, schedule appointments, and more. Bye-bye, Calendly! A game-changer for the mortgage industry!"
- Melody Salisbury, Mortgage Agent

"I love it because it's fully customizable!"

"Everything is pre-built, including appointment reminders! You and your client get text alerts, and Sarah's team is always happy to hop on a call to answer your questions."
- Kevin Aguiar, Mortgage Agent

Our Trusted Partners

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STILL NOT SURE?

Frequently Asked Questions

Our chatbot is also pre-trained with FAQs to assist you, or feel free to message us anytime at info@mybrokerpro.ca for more details!

1. What software's can MBP connect to?

MBP integrates seamlessly with Finmo to automatically sync data. For other platforms, such as Velocity, Scarlett, or Filogix, users can manually update pipeline stages. Additionally, MBP supports connections to other tools using RESThooks, Zapier, or APIs, allowing for advanced integrations tailored to your needs.

2. Can MBP handle teams or multiple brokers?

MBP is designed for a single broker but supports adding staff like admin and underwriters. We do not charge per seat like other platforms. For larger teams or multiple brokers, custom solutions are available. Contact us for a tailored quote to meet your needs.

3. What customization and support does MBP offer?

MBP provides fully customizable templates, workflows, and branding options. Support includes account setup, connecting Finmo, and a 1-on-1 onboarding session. Ongoing help is available via live chat, ticketing, and twice-weekly "Open Door" meetings for updates and tips.

4. How does MBP manage leads and communications?

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5. Is MBP secure, and what are the costs?

Yes, MBP’s API servers are located in Canada for secure data storage. Subscription plans are billed in CAD, but data charges for text messaging and AI tools are in USD. A $10 USD account credit is charged at sign-up, which is used as data charges are incurred.

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