Broki Technologies Inc.

10/11/2026

Broker and BC just got a lot more complicated and we’re here to make it easy. The new form one a required to get signed upfront has already been added to our application. Therefore you can get all the forms you need automatically when an application is filled out so you can do what you do best which is reviewing the file and outlining options to clients.

10/10/2026

Your conversations shouldn’t live in five different places. 📥

With Broki, your communication can stay connected to the file it actually belongs to.

Gmail. Outlook. Instagram DMs. Facebook Messenger. WhatsApp.

Instead of jumping between apps trying to remember where a client said something, Broki helps bring those conversations together and organize them into the appropriate file automatically.

That means less searching, less copying and pasting, and a much clearer record of every conversation tied to a deal.

Client communication. Partner communication. Lender communication. All easier to follow in one place.

One file. One communication history. A lot less chaos.

Built to help mortgage brokers stay organized without adding more admin to their day.

10/07/2026

Big milestone for Broki. 🔐

We’re excited to share that Broki has officially passed the Cloud Application Security Assessment (CASA) and has been independently verified by a qualified third-party security assessor.

CASA — the Cloud Application Security Assessment — is a security framework designed to evaluate the controls, processes, and safeguards behind cloud-based applications.

For us, this wasn’t about collecting another badge for the website.

It was about putting Broki through an independent security review and proving that we’re continuing to build the platform the right way.

Mortgage brokers work with an enormous amount of sensitive information every single day — client applications, financial documents, communication history, mortgage details, identification, and more.

As Broki grows and becomes a bigger part of a broker’s day-to-day business, we believe security has to grow with it.

Passing the CASA assessment is another important step in that direction.

✅ Independently assessed
✅ Security controls reviewed
✅ CASA assessment passed
✅ Continued investment in protecting broker and client information

We’ve spent a lot of time building the features people see inside Broki.

But some of the most important work we do is the work you’ll never see — the infrastructure, controls, security processes, and safeguards operating behind the scenes.

There is still more to come, and we’ll continue raising the bar as the platform grows.

But today, we’re proud to say:

Broki is CASA approved. 🔐

Built for Canadian mortgage brokers.
Built to simplify the business.
Built with security in mind.

10/06/2026

🚀 New and improved integrations are here.

Broki’s integrations with Finmo and Velocity just got a major upgrade — and they now go both ways.

That means you’re no longer limited to just pulling application data into your CRM.

You can now also push applications back out and create files directly in Finmo and Velocity from Broki.

So instead of re-entering the same information twice, you can:

* pull data into Broki
* work the file inside Broki
* push it back into your submission platform
* create the file with fewer manual steps

Less duplicate entry.
Less back-and-forth.
A smoother workflow from start to finish.

If you’re using Finmo or Velocity, this update is designed to save time and make your process a whole lot cleaner.

Swipe through to see what’s new. 💙

10/04/2026

Getting started with Broki just got a whole lot easier. 💙

We built a brand-new guided onboarding experience designed to take you from “I just signed up” to fully set up in 30 minutes or less — even if you have zero tech experience.

Broki now walks you through everything step by step, including your company details, branding, profile setup, integrations, submission platform connection, file syncing, and pipeline setup.

No guessing.
No bouncing between random settings.
No wondering what you missed.

Just one clear onboarding flow that helps you get everything dialed in properly from the start.

The goal is simple: spend less time setting up software and more time actually using it to run your mortgage business.

30 minutes or less. Zero tech experience required. Fully guided from start to finish.

Now live in Broki. 🚀

10/04/2026

Canadian mortgage brokers deserve software that actually works the way they do.

Broki was built to help simplify the day-to-day chaos of running a mortgage business — from applications and document collection to communication, integrations, follow-up, pipelines, client portals, compliance, and more.

Instead of bouncing between multiple systems, inboxes, spreadsheets, and disconnected tools, Broki helps bring everything together in one organized place.

Built specifically for Canadian mortgage brokers.
Built around real broker workflows.
Built to save you time and give you more clarity.

If you’ve ever felt like your technology creates more work instead of less, it might be time to see what Broki can do.

Get organized. Work smarter. Give your clients a better experience.

Learn more at broki.ca 💙

10/03/2026

🚨 Collaborators are now LIVE in Broki.

You no longer need to add someone as a full user under your account just because you need to work together on a file.

With Collaborators, you can securely invite another broker, assistant, underwriter, or team member to a specific file and work on it together — while everyone keeps their own separate Broki account.

This is a big one for:

• Underwriting departments that support multiple brokers
• Assistants who work for more than one broker
• Brokers who share staff
• Co-brokering situations
• Teams that don’t want 20+ users sitting under one account

Instead of giving someone access to everything, you can give them access to the file they actually need.

Separate accounts. Shared file. Secure collaboration.

This has been one of those features that sounds simple, but completely changes how flexible Broki can be for different business models.

And it’s available right now. 💙

Log in and check out Collaborators.

10/03/2026

Big update for Broki 🇨🇦

Broki is officially bilingual — now available in English & French.

Canadian mortgage brokers can now use the platform in the language that works best for them, helping make Broki more accessible to brokers across the country.

Same Broki. Same powerful workflow. Now in two languages.

Une plateforme. Deux langues.

Log in and check it out at broki.ca 🚀

10/02/2026

10/02/2026

Blue just got a serious upgrade. 🤖💙

We’ve massively expanded Broki’s Help Center knowledge base so Blue can give you faster, more accurate, and more useful answers when you need support.

What does that actually mean?

Blue now has a much deeper understanding of how Broki works — including our features, workflows, integrations, settings, and the updates we continue to roll out. As Broki evolves, the goal is for Blue’s knowledge to evolve with it.

So instead of digging through help articles, trying to remember where a setting lives, or waiting for someone to answer a basic “how do I do this?” question, you can ask Blue directly.

Think of him as your Broki support sidekick that’s plugged into the platform’s knowledge base. 🧠⚡

Whether you’re wondering how a feature works, where to find something, how to set up a workflow, or what changed in a recent update, Blue is becoming a much better first stop.

And this is only the beginning.

We’re continuing to improve the Help Center and expand Blue’s knowledge so that as Broki gets more powerful, getting help actually gets easier — not harder.

Less searching.
Less waiting.
More answers.
More time actually running your mortgage business.

Welcome to the new and improved Blue. 💙