top of page

Identify savings for your mortgage clients before rate changes even hit the market

The only lead finding platform for Canadian mortgage brokers

Broker Scout is the fastest innovating platform for Mortgage Brokers looking to find more deals, save time and increase profitability. With our innovative what-if/forecasting feature, you can identify potential savings opportunities for your clients before rate changes have even happened, and stay ahead of the banks or other brokers. This means you can prioritize and contact the clients who will benefit the most, and provide them with valuable information to help them make informed decisions, keeping them in your portfolio, not the bank's.

Trust Broker Scout to compliment your mortgage origination system and be your go-to tool for success in the mortgage industry.

client review of Broker Scout

How it Works

man with crystal ball forecasting the future with Broker Scout

Broker Scout tracks mortgage portfolios with insights and automated alerts. Enter your clients' mortgage details to compare options in real-time and save them for later, so you can add educated value, and potentially save your clients money, during your next conversation. We also monitor your saved mortgages to find you refinancing opportunities and changes in client circumstances so you can stay on top of their needs.

Broker Scout dashboard
arrow

Enter mortgage details individually or upload your full portfolio at once

arrow

Start at the dashboard. Broker Scout allows brokers to evaluate what-if scenarios for speculative rate changes, against your entire book of business all at once. Conducting what-if analysis builds trust with clients and increases loyalty, leading to repeat business and referrals in a competitive market.

Add tags for easy filtering

Broker Scout Health Monitor page

Zoom in to see your leads.

arrow
arrow

We're constantly monitoring and analyzing your saved mortgages to find profitable refinancing opportunities 

Broker Scout details page
arrow

Zoom in further to see the details page - check out all the tabs - so much juicy info!

screenshot (1).jpg

Running what/if analysis shows clients that brokers are looking out for their best interests, building trust, increasing loyalty, and boosting the chances of repeat business and referrals in a competitive market.

happy couple in front of new home with Broker Scout's help

Broker Scout is the only platform that offers you the ability to forecast rate changes and evaluate which of your clients would benefit. This enables you to have valuable conversations with clients before their renewal becomes competitive, and more frequently than just an annual review. Don't wait for rate changes to contact your clients and compete against discount rate providers or their bank.

Want to know how how Broker Scout Helped Jane Save Thousands on Her Mortgage?

happy woman at home
flash

"For years, we wasted countless hours and resources trying to manually calculate penalties and client savings to find refinance opportunities from our database. Broker Scout automatically does the time-consuming math for us daily and sends us a list of leads so we can focus on closing deals. Whether you are a new or experienced broker, Broker Scout will make you more money."

~ Matt Parker

Smith Manoeuvre Certified Mortgage Professional

The Matt Parker Group 

"Broker Scout is an incredible tool for Mortgage Brokers to serve their database actively. The analytics that they provide allows you to look for opportunities to grow your business and, more importantly, enable you to serve your database better and differentiate yourself compared to the banks and other brokers. If you are a Mortgage Broker who is passionate about serving and providing value to your clients, then an investment in Broker Scout is a must, in my opinion."

~ Craig Vetter

Vetter Consulting

flash
flash

With Broker Scout's in depth data analysis, brokers can now confidently reach out to clients beyond their annual review, keeping a touch point even four times a year or more, knowing that they have valuable information to share. Broker Scout empowers brokers to proactively offer personalized solutions that meet their clients' needs, ensuring a positive experience and building long-lasting trust.

trusted advisor with Broker Scout
corner design
corner design
corner design
corner design

Broker Scout is power

People like power

Sign up and see for yourself. No long term contracts.

Want to learn more? Talk to us.

info@brokerscout.ca

bottom of page