Mortgage Sphere: the platform for Canadian mortgage brokers
The all-in-one CRM and underwriting hub to manage contacts, track deals, and keep every communication in one place.
Works with
Your pipeline, organized.
Never miss a critical file update.
Track every lead, application, and referral partner in a single workflow your whole team can trust.
Client updates ready to send
Mortgage Sphere drafts follow-ups and status updates in your tone so you can respond faster.
Hi Bart,
Just sent over the updated paystubs you asked for. Let me know if you need anything else for the lender.
John Smith • 10:42 AM
Hi John,
Thanks for sending those over so quickly! I've received the paystubs and created a secure copy for the lender review.
I'll double check them today and let you know if we're good to go or if the underwriter needs any clarification.
Best,
Bart
Get started in minutes
Connect your email, import contacts, and start tracking deals right away.
STEP 1
Connect your email and calendar
Link Gmail or Outlook in two clicks to get started.
STEP 2
Set up your pipeline stages
Use our stages or customize them to match your brokerage workflow.
Lead
Application
Underwriting
Conditions
Compliance
Lender
Referral
Funded
STEP 3
Automated client updates and reminders
Every key update can be drafted automatically so you stay responsive.
Keep your pipeline clean.
Bulk update stale leads in seconds.
Identify inactive files and batch update stages or archive them so your team stays focused.
Built specifically for mortgage brokering in Canada
We can send text messages, add contacts automatically, send emails, have a full CRM, pipeline/CRM and underwriting platform all in one.
Pipeline analytics you can act on
Track lead sources, conversion rates, and bottlenecks with clear, actionable insights.
Calendar + deal context in every message
Connect your calendar and CRM to draft updates using real file data and availability.
Review pre-approval options and discuss down payment strategy.
Automations in plain English
Create reminders, document requests, and follow-ups in plain English and let the system handle the rest.
Security and compliance built in
Mortgage data stays private — no AI training on client content. We maintain rigorous security controls and offer private hosting options for brokerages that need extra control.
SOC2 Type 2
Enterprise-grade security with verified SOC 2 Type 2 controls
Encryption by Default
All client data is encrypted in transit and at rest
PIPEDA Compliant
Meeting Canadian privacy standards for personal information
Audit Trails
Comprehensive logging of all deal and contact activities
Try for free, affordable paid plans
No hidden fees. Cancel anytime.
Save 10%
Popular
Broker Starter
For solo brokers and small teams starting their pipeline.
$18
/user /month (billed annually)
- Contact & referral partner CRM
- Mortgage application pipeline
- Underwriting checklist & document tracking
- Calendar and task sync
- Email, SMS, and call logging
- Basic reporting
Save 16%
Growth
For broker teams managing a growing book of business.
$42
/user /month (billed annually)
Everything in Broker Starter, plus:
- Team pipelines & workload views
- Advanced analytics & forecasting
- Shared templates & automations
- Role-based access controls
- Priority support
- Dedicated onboarding for broker teams
Enterprise
For brokerages needing custom security, compliance, and integrations.
Contact us
Everything in Growth, plus:
- SSO login
- Custom integrations & data exports
- Advanced security reviews & SLA
- Dedicated account manager & training
- Private cloud or on-premise deployment
Close more loans each week.
Start using Mortgage Sphere.
Less time chasing documents. More time advising clients.
Frequently asked questions
- What is Mortgage Sphere?
Mortgage Sphere is an all-in-one CRM and underwriting platform built for Canadian mortgage brokers.
- What integrations are supported?
We connect with Gmail, Google Workspace, and Microsoft Outlook, plus calendars and communications tools to keep your pipeline synced.
- Do I have to replace my email client?
No. Mortgage Sphere works alongside Gmail or Outlook while organizing communications and deal activity in one place.
- How secure is my data?
We use encryption, access controls, and audit trails to protect client data. Contact us for detailed compliance documentation.
- Do you offer refunds?
Yes, if you don't think we provided you with value send us an email within 14 days of upgrading and we'll refund you.
- Can I try Mortgage Sphere for free?
Absolutely. We offer a 7-day free trial on all plans so you can try it right away, no credit card needed.