BrokerBoxx reads the documents, runs the numbers, applies the lender rules, and hands you a polished report with your name and licence on it. You review it, send it, and move on to the next file.
Full access from day one. Card required at signup, first charge after 14 days, cancel anytime before then and pay nothing.
Seventeen bank statements, three accounts, income to qualify two different ways. That is your whole evening, and one typo changes the answer.
Your client gets a screenshot of a spreadsheet. The bank rep down the street hands them a bound, branded package. Guess who looks like the institution.
FINTRAC expects a documented risk assessment on every borrower. Most brokers are one audit away from finding out theirs lives in their head.
Rates moved twice since your website was updated. Your web guy is on vacation. Your site is quietly quoting numbers you can no longer get.
Upload the documents and get qualifying income, down payment verification, fraud screening, and property valuation in minutes, each one delivered as a client-ready report carrying your name, your licence, and your brand.
Behind the tools sits a compliance layer built for FINTRAC and Canadian provincial rules, a live rate system you update from your phone, and a professional website generated from your profile.
Built by a practicing Canadian broker. Semi-annual compounding, the stress test, CMHC rules, and land transfer tax for every province are in the math, not bolted on.
Every analysis tool follows one pattern: upload or enter what you have, get a verified answer and a branded report. Every output is built for you to review and stand behind, because you are the licensed professional and it says so on the page.
Every income type your clients actually have, qualified the way lenders actually count it. T4 employment, self-employed, business owner, rental, pension, investment, disability, support, EI, foreign, bank statement, and stated income, all in one tool.
Four months of business statements in, working spreadsheet out, you confirm the numbers before anything goes to a client
The report tells you what to clear up before the lender asks, not after
Savings, RRSP, gifts, property proceeds, borrowed funds, investments, sweat equity. Select the sources, upload the statements, and get a verified summary showing exactly what each lender tier will accept.
Two tools that bracket the deal. Before submission, the Deal Structurer takes the full client scenario and recommends the lender tier, product type, and structure, flagging the issues that would bounce the file. After approval, upload the commitment letter and get a plain-English summary of the terms, conditions, and dates your client needs to understand.
Upload the commitment, get the plain-English version your client will actually read
Conservative, midpoint, and optimistic values with the reasoning shown, not just a number
Type the address, confirm it on the map, add the property details, and get a valuation analysis with market context, comparable reasoning, and a confidence range, delivered as a branded report you can put in front of a client the same hour they call.
Run any client document through a screening pass before it goes to a lender. Metadata, internal math, formatting consistency, date logic, and layout anomalies, summarized with an overall risk level and plain-language notes on anything flagged.
Every tool follows the same three-step pattern, so the second tool you learn takes no learning at all
Mortgage brokers became FINTRAC reporting entities in 2024. BrokerBoxx treats that as a design requirement, not a disclaimer. These tools produce the documented, consistent record that regulators expect and most brokerages still build by hand.
A FINTRAC-aligned borrower risk scorecard. Occupation and jurisdiction screens, inherent risk scoring, mitigating factors, and a due diligence checklist generated from the residual risk category. Multi-borrower, with a report for the file.
For the file that does not feel right. A guided review for cash, virtual currency, and suspicious activity that documents the facts, applies the reporting thresholds, and produces a confidential internal escalation with the regulatory clock shown.
Branded, reusable consent forms, disclosures, and letters. Fillable, multi-borrower, organized by category, with starter templates for AI disclosure, credit consent, suitability, PEP declarations, and private mortgage documents.
Documents are analyzed in real time and discarded the moment analysis completes. Nothing your client hands you sits on a server waiting to become someone else's breach. Your account data lives in Canada. This is architecture, not a policy promise.
Every report, every calculator, every page carries your name, your licence, your colours, and your logo. BrokerBoxx stays in the engine room. You take the credit, because the professional standing at stake is yours.
Generated from your profile, edited live, published to your own page. Hero, rates, calculators, about, contact, licensing disclosure. Mobile responsive out of the box, no web developer on retainer.
Included in every plan. Add-ons: live rate cards $9.99/mo, website calculators with lead capture $5.99/mo, keep your own URL $5.99/mo.
Forward any lender rate email to your import address, or paste a rate sheet, and the library updates. Publish up to eight featured rates and every surface refreshes at once: your website, your dashboard, your embed.
Your site quoting this morning's rates is a habit, not a project.
Payment, amortization, affordability, required income, CMHC, land transfer tax for every province, closing costs, prepayment, bridge, IRD penalty, refinance, debt consolidation, comparison, and rental cash flow. Semi-annual compounding and the stress test in every result, PDF export on every one.
The math your clients see is the math the lender uses.
A mobile digital business card with your photo, licensing, one-tap call and email, and a QR code that saves you straight into a client's contacts. Share it by text, email, or a tap at an open house.
Coming soon: Reputation Builder, turning closed files into Google and Facebook reviews with automatic follow-ups and a consent-tracked testimonial library.
Run an income analysis from a kitchen table. Update your published rates from the car. Pull a payment summary in front of the client. These are photographs of the live product on a phone, not mockups.
Name, licence, brokerage, colours, logo, headshot. A six-step wizard, about five minutes. This single profile brands every report, calculator, and page the platform produces for you from then on.
Bring the messy one. Upload the statements, pick the income types, and watch the working spreadsheet come back with the flags already raised. Review it, correct anything, generate the report.
Publish your website, set your featured rates, and start handing clients documents with your name and licence on them. The trial is the full platform, so what you test is what you get.
Every plan includes every tool: all five AI analyzers, the compliance suite, all fourteen calculators, your website, and branded reports. Team plans lower the per-seat price as you grow. Annual billing gives you one month free.
All prices in Canadian dollars. 14 day free trial on every plan, card required at signup, first charge on day 15 unless you cancel.
Fourteen days, the full platform, your brand on everything it produces. Bring your messiest self-employed file and see what happens to your evening.
Start Your 14 Day Free TrialCard required at signup. First charge after 14 days. Cancel anytime in your account.