BrokerPlus

What it does

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.

Who it is for

BrokerPlus is built for Canadian residential mortgage brokers and brokerages. The website shows testimonials from brokers at Premiere Mortgage Centre, Mortgages.ca, and Clover Mortgage. It offers two pricing tiers: a solo Broker plan at $79 CAD/month and a custom Brokerage plan for teams with principal broker oversight, compliance scorecards, and enterprise controls. The platform is designed for brokers who want to reduce administrative work and grow their business by mining their existing book of past deals.

Why it matters

According to the website, most brokers treat their book as a list of past wins, missing opportunities like rate gaps, maturity windows, and equity moves. BrokerPlus claims to surface 12–18% of a broker’s book as actionable opportunities, with potential commissions of $78K–$200K for a 220-deal book. It replaces five separate subscriptions (doc signing, doc verification, compliance screenings, lender rate intel, monthly reports) that would cost $665/month elsewhere, for $79/month. The platform is PIPEDA compliant, Canadian-hosted, and FINTRAC-ready. The BetaKit article notes that BrokerPlus is backed by Michael Hyatt and aims to disrupt the “antiquated” mortgage industry.

Launch signal

BrokerPlus launched publicly in 2025, as covered by BetaKit on March 11, 2025. The article mentions that the startup is founded by Swish Goswami and Amir Agassi, who previously worked at Surf and Boardy respectively. The platform is already trusted by brokers across Canada, with testimonials from multiple users. The website offers a free scan and a 30-minute demo, indicating active customer acquisition.

Brand and naming

The name “BrokerPlus” clearly communicates the product’s target audience (mortgage brokers) and its value proposition (adding value on top of existing tools). The “Plus” suffix suggests an enhancement or upgrade, positioning the platform as a supplementary revenue layer rather than a replacement. The branding is professional and straightforward, with a focus on trust and compliance (PIPEDA, FINTRAC). The tagline “Your book is leaking money” is memorable and directly addresses the pain point of missed opportunities.