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Allow us to manage your social media accounts, design, and schedule your posts for you.

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Reach your customers wherever they are with text messaging. Request reviews, connect with website visitors, collect payments, respond to Facebook & Google Messages, and market to customers and leads all from your app.

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From The Blog

Mortgage broker working at a computer automating their mortgage broker business with a CRM in Canada.

Automate Your Business With My Broker Pro: Multi-Tool CRM

January 17, 20243 min read

“Being able to bundle all the subscriptions I need to run my mortgage business efficiently has not only saved me a ton of time but also a good chunk of money!”

Introduction:

Embarking on a career as a mortgage broker in Canada can be a complex journey, particularly when managing various aspects online. My Broker Pro is here to transform your experience by consolidating all the subscriptions you need to run your business effectively. Behind the scenes, a licensed mortgage broker is crafting automations and templates, ensuring that this platform is tailored to meet your unique needs like no other.

Mortgage broker learning how to create funnels with a crm to automate his mortgage broker business.

Why My Broker Pro?

In a sea of options, My Broker Pro stands out as one of the only platforms designed to empower individual mortgage brokers in Canada by giving them all the tools they need in one simple subscription. With a mobile app, 24/7 support, a dedicated success manager, and complimentary onboarding sessions, My Broker Pro goes above and beyond to ensure your success. Plus, you get an entire year, 365 days, to explore and build your processes before committing to a monthly subscription.

Yes, you read that correctly - One whole year of free access: Start Now

With that said, here are 6 reasons why you get started with our new Multi-Tool CRM today. 👊

1. Comprehensive Automation:

Immerse yourself in the world of tailored automations and templates meticulously crafted by a licensed mortgage broker. This ensures a seamless and personalized experience tailored to your unique needs, setting My Broker Pro apart in efficiency and effectiveness.

2. Mobile App

Embrace the freedom of staying connected on the move with My Broker Pro's dedicated mobile app. Crafted to meet the dynamic needs of mortgage brokers, this app ensures that you are in control, regardless of your location, providing unparalleled convenience in managing your tasks and operations.

3. 24/7 Support

Avail yourself of exceptional support anytime, day or night. My Broker Pro's commitment to your

live support for how to create automation and funnels for mortgage brokers.

success is unwavering, ensuring that assistance is just a message or call away whenever you need it. Experience the peace of mind that comes with knowing that help is readily available around the clock.

4. Dedicated Success Manager:

Enrich your journey with a dedicated success manager, uniquely positioned to understand the intricacies of your business. This personalized guidance ensures that you not only navigate the platform seamlessly but also thrive and achieve success in your mortgage broker endeavors.

5. Complimentary Onboarding Sessions

Kickstart your My Broker Pro journey with the advantage of two complimentary onboarding sessions. Let our experts guide you through the intricacies of the platform, ensuring that you harness its full potential from the get-go, setting a strong foundation for your success.

6. 365-Days Free

Experience the unparalleled freedom to explore, test, and refine your processes with an entire year of free access to the My Broker Pro platform. This extended trial period allows you to fine-tune your strategies and ensure that the platform aligns perfectly with your unique business requirements before committing to a subscription. Take your time, make informed decisions, and elevate your mortgage broker business with confidence.

Inside look of my broker pros multi-tool crm for mortgage brokers in Canada.

Pricing Plans:

My Broker Pro offers a transparent and flexible pricing model with a unique proposition – 365 days free to explore the platform before committing to a subscription. You can view some of our paid plans here, like social media templates & social media management, some of which may be a great addition to your existing business [ click here ].

How to Get Started:

Embark on your My Broker Pro journey by signing up for a free 365-day trial. Take advantage of the two complimentary onboarding sessions and start building your customized processes well before your monthly subscription kicks in.

Conclusion:

If you're an individual mortgage broker in Canada looking to streamline your online operations, My Broker Pro is the game-changer you've been searching for. With tailored automations, a mobile app, 24/7 support, and a dedicated success manager, My Broker Pro offers a unique and comprehensive solution. Start your 365-day free trial today and experience firsthand how My Broker Pro can transform and elevate your career as a mortgage broker.


blog author image

Sarah Mathieu

Meet Sarah, a seasoned licensed mortgage broker whose stellar performance of $44M in her first year speaks volumes about her expertise. Currently leading a dedicated team of brokers across Canada, Sarah found her true passion in marketing and business development when her husband joined the company. With a vision to foster a collaborative broker community, Sarah envisions a space where knowledge is freely shared, collective growth is celebrated, and thriving is a shared goal. As an advocate for accessible tools, Sarah is on a mission to bring the powerful resources of My Broker Pro to fellow brokers at the most affordable price possible, empowering them to excel in both their online and in-person business endeavors.

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