Get started
Introduction
BrokerPlus is the retention platform that surfaces refinance and renewal opportunities across your book, then helps you reach every client automatically.
New here? Start with creating your account and the onboarding wizard.
Quickstart
Get BrokerPlus set up and sending in your first session.
Connecting Your Email (Gmail Or Outlook)
OAuth flow for Gmail and Outlook, what we sync, and how to disconnect.
Creating Your Account
Sign up at app.getbrokerplus.ca, or recover your password if you already have an account.
Importing Your Book Of Business
Direct imports from Filogix, Finmo, and Velocity. CSV, Excel, and Apple Numbers files get manually mapped within one business day.
Inviting Your Team
Bring your underwriters, assistants, and anyone who touches your deals into BrokerPlus from Settings > Team. Solo brokers add teammates at no extra cost, with view-only or full access.
Notifications You'll Receive
Equity report updates, custom renewal alerts, and recurring AML screening flags.
Setting Up Two-Factor Authentication
Enable a passkey, authenticator app, text-message codes, or email codes from Settings after you finish signup.
Explore
Discover the full range of features and capabilities.
Refinance
How candidates surface, IRD math, filtering, manual sends, and the eligibility threshold that drives everything.
Renewals
Maturity timeline, equity snapshots, custom alerts, and sending renewal emails to clients in your book.
Leads
Prospects and dead deals that sit outside your active pipeline. Add leads manually, filter by status, and reach out with the Leads template.
Equity & Debt Consolidation
How equity is calculated, adding properties and debts, portfolio equity, and the programmatic equity + consolidation reports.
Auto Outreach
Turn on automated refinance and renewal outreach, set how many emails go out per day, and understand what clients receive.
Contacted
Every client you've messaged, organized by stage. Reply tracking, follow-up progress, and manual status overrides.
Reports
Send equity, consolidation, refinance, and penalty reports. Customize sections, add a realtor, brand them as yours.
Client Portals
Send portals for full intake or just docs. Build templates, layer addon packs, and review what borrowers submit.
AML Screening
Run screenings, complete the risk rating checklist, capture PEP attestations, and stay on top of recurring re-screenings.
Tools
Penalty Calculator and Rates page. Lender-specific math, advanced options, and per-client rate overrides.
Ask Ann
Your in-platform assistant. Ask about your dealbook, find opportunities, schedule sends, and get product help.
Brokerage
Principal broker controls: team, billing, brokerage-wide rates, compliance program, EDD cases, and master view.
Referrals
Refer a broker outside your brokerage. You both get three months at $49/month if they sign up.
Integrations
Connect your email, RingCentral for SMS reports, and your Calendly booking link.
Troubleshooting
Quick fixes for logins, email sync, missing data, auto outreach not firing, imports, and billing.