BrokerPlus
AI-native platform that turns mortgage broker databases into recurring revenue pipelines.
- Category
- Fintech & Web3
- Launched
- June 17, 2026
- Stage
- Pre-seed
- Pricing
- freemium
- Founder
- Swish Goswami, Amir Agassi
- Website
- getbrokerplus.ca
BrokerPlus is an AI native software platform for Canadian residential mortgage brokers. It scans a broker’s existing client database (imported from CRMs like Filogix, Velocity, Finmo, or CSV) and continuously analyzes each file against live lender rates, current home values, IRD penalties by lender, and maturity windows. The platform surfaces three types of opportunities: refinance candidates (rate gaps, debt consolidation, HELOC, reverse mortgage), renewal alerts (with automated outreach at 12, 7, 3, and 1 month before maturity), and equity moves. It also includes branded client reports, a borrower document portal with automated verification, and AML compliance screening (PEP, sanctions, adverse media) with recurring cadences. Outreach can be manual or automated, with messages sent in the broker’s voice.
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