Mortgage Options Builder
Turn two or three options into a comparison a client can actually follow — email, text, realtor note and CRM entry from one set of inputs.
Built for Canadian mortgage professionals
Mortgage work, intelligently done.
Brokvera is the AI operating system for mortgage professionals — turning deal information into polished communications, organized workflows, lender-ready notes and broker-reviewed outputs.
Broker stays in control • Human review required • Privacy-first workflow design
brokvera.app / workspace
Workspace
What are you working on?
Mortgage Options
Compare and explain
Pre-Approval
Set expectations
Accepted Offer
Coordinate next steps
Submission Notes
Structure the narrative
Document Request
Ask precisely
Condition Translator
Plain language
Every draft is held for broker review before it leaves the workspace.
Product
One workspace. The mortgage workflow.
Six connected workflows covering the parts of a file that consume the most time and produce the most rework. Each one ends where it should: with your review.
Pre-Approval Generator
Explain what a pre-approval means, what it depends on, and what could still change — without the usual back-and-forth.
Lender Submission Notes
Structure income, credit context, property and rationale into notes an underwriter can read in a minute.
Smart Document Requests
Ask for exactly what the file needs, in plain language, with examples — so the first attempt is usually the right one.
Condition Translator
Rewrite lender conditions into something a client understands, without changing what the lender requires.
File Review
A structured pass over the file before submission: gaps, inconsistencies and the questions an underwriter is likely to ask.
For Brokers
Your judgement, with the busywork removed.
Hours back in the week
The writing, restructuring and re-explaining that surrounds every deal is drafted for you in seconds instead of assembled from scratch.
Communications that land
Clients and realtors get the same clear, consistent explanation every time — not whichever version you had energy to write at 9pm.
Structured deal workflows
Each stage has a shape: what goes in, what comes out, what still needs an answer. Nothing quietly falls off the desk.
AI you stay in front of
Nothing sends itself. Every output arrives as a draft with a review checklist, ready for your judgement and your licence.
For Brokerages
A consistent standard across every file.
One standard across the team
The same workflow structure on every file, whether it's your top producer or someone in their first quarter.
Training that happens in the work
New agents learn the shape of a good submission by using it, not by reading a binder nobody opens twice.
SOPs and file quality
Repeatable steps make files more complete before submission — which is where most avoidable delays begin.
Your brand voice, applied
Configure tone, disclaimers and defaults once. Planned team, admin and reporting capabilities build on the same foundation.
Privacy
Collect less. Handle it carefully.
Only what the workflow needs
V1 is designed to work from deal structure and context — not from a full borrower profile.
Avoiding unnecessary identifiers
Brokvera is built to avoid collecting SINs, account numbers and borrower identifiers that a workflow does not require.
Deliberate production architecture
Privacy and security architecture for production is being designed intentionally, not retrofitted after launch.
Brokvera makes no legal or regulatory compliance guarantees. Responsibility for privacy obligations, client consent and record-keeping remains with the licensed professional and their brokerage.
Founding Access
Brokvera is being built with brokers, not just for them.
Founding users shape which workflows come first, how outputs are worded, what belongs in a review checklist, and which integrations matter in real practice. If a task is costing you hours every week, that's exactly the conversation we want.
Brokvera does not make lending decisions, underwrite files, or verify rates and lender policy. Everything it produces is a draft for licensed review.