A website and SEO that bring new leads in, AI that answers and books every one in 60 seconds, and nurture that wins your renewals. Built and run for you. You just take the calls.
You shouldn’t be figuring out websites, CRMs and follow-up on the side, reacting to whatever comes in. You need a system that runs without you. That’s why we built BrokerFlo.
Your full system built, tested and running within 7 days of onboarding. We carry the build risk, not you.
If you’re like most independent brokers, three things are capping your business, and none of them are your ability to close.
Realtor and network referrals are great, until a slow month. When your pipeline depends on other people’s deals, you can’t predict it, plan around it, or scale it.
A predictable pipeline you own, a site that ranks and converts, an AI assistant that books calls, and a book of past clients working for you.
Slow follow-up. Missed calls. Past clients you never check in with. Renewals, refis, anniversaries and birthdays that come and go. Nothing is connected, so deals slip quietly every week.
One connected system: every lead answered in 60 seconds, every client and renewal window worked automatically.
Landing pages, CRM setup, automations, SEO, tools that don’t talk to each other. It’s a full-time job, and you got licensed to close loans, not to become a marketer.
We build it, run it and maintain it. You focus on sales.
One system. Built only for mortgage. Run for you.
Your past clients are your cheapest, warmest deals. BrokerFlo tracks every term, anniversary and rate-review window, and reaches out before their lender or a competitor does. You just take the call.
First touch. A friendly check-in that plants the seed: “Your term is coming up, let’s review your options.”
Value follow-up. Rates, options, and a one-click link to book a review.
Last call. Before the lender’s auto-renewal letter lands.
On your calendar. You run the numbers and keep the client.
Everything top producers use to generate leads, answer them and close them: website, SEO, CRM, AI follow-up and renewals. Built in 7 days and run for you.
Turns visitors into leads. Built to convert, with reviews collected on autopilot.
Every lead answers a few quick questions, then books time with you on their own.
Every inquiry answered in 60 seconds. Missed call? Texted back and booked.
Every call, text and message in one place. Every deal at a glance.
Built for brokers who don’t have time to become marketers, and shouldn’t have to.
Website, CRM, automations and your dedicated business number, built from scratch and branded to you.
Your past clients and old leads go in. The system starts working them, reactivation, renewals, check-ins, automatically.
Every new lead gets an instant text-back. Interested clients book themselves. You get notified.
You do the one thing only you can do, talk and close. We maintain and improve the system every week.
Website, landing pages, CRM, AI follow-up, email, SEO, one connected system, built by the team behind Canada’s #1 fastest-scaling brokerage. Here’s what you get, and what each piece does for you.
One predictable monthly payment: $500/mo. The full system, software and every platform fee included.
Mortgage and finance brands that trust us with their growth.
The same lead capture, instant follow-up, booking and nurture we built for Orbis Mortgage Group power every BrokerFlo build.
Seven years in, they’re still a true extension of our marketing team, reliable, strategic, and always raising the bar.
Highly organized, professional, and operates with integrity, exactly the partner you want when your brand and reputation are on the line.
They transformed our digital presence, web design, strategy and content that genuinely reflects who we are as a firm.
From video to social to web, every deliverable has elevated my business.
| Doing it yourself | Typical agency | BrokerFlo | |
|---|---|---|---|
| Website & landing page | Hire a designer | Separate project fee | Included |
| SEO & content | Learn it yourself | Extra retainer | Included |
| Leads answered in 60s | Only if you’re free | Not included | 24/7 |
| Renewal & refi engine | Calendar reminders | Rarely | Included |
| Built for mortgage | No | Generalist | Only mortgage |
| Time to live | Months | 6–12 weeks | 7 days |
| Who runs it | You | Them, managed by you | We do |
| Your time | 20+ hrs/month | Meetings & approvals | One onboarding call |
| Cost | ~$127/day | $3,000+/mo | ~$16/day |
Everything we build is yours: website, contacts, conversations. Not your brokerage’s. Not ours.
Built, tested and running within 7 days of onboarding. We carry the build risk.
Most brokers start with the BrokerFlo System to stop the leaks and own their pipeline. When you’re ready for more volume, we pour new borrowers into the machine.
The complete system, built in 7 days, run for you every week.
We generate new borrower leads and send them straight into your system, where nothing leaks.
Book a short demo. We’ll show you exactly what your system looks like and whether it’s a fit.