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3 min readBy BrokerPlus

BrokerPlus launches its mobile app: your CRM, inbox and phone line in your pocket

Email, texts and calls on your BrokerPlus number, your contacts, and an assistant that knows your book, all on iPhone and Android.

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The BrokerPlus mobile app on a phone, showing a client conversation with email, text and call activity and the Snoopy assistant.

TORONTO, November 9, 2026. BrokerPlus today released its mobile app for iPhone and Android. Every broker on BrokerPlus can now work their clients, their contacts and their book from their phone, on the same account and the same BrokerPlus number they use at their desk.

A mortgage broker’s day does not happen at a desk. It happens between a showing and a lender call, in the car before a client meeting, at the kitchen table at 9pm when a borrower finally sends the statement they promised last week. The mobile app is built for those moments.

Every conversation in one place

The app brings email, text messages and calls on your BrokerPlus number into one inbox. A client who emailed this morning, texted at lunch and called on your way home shows up as one conversation, not three apps to check.

You can read and reply to email, send and answer texts from your BrokerPlus number, and see the calls you missed and the ones you took. Your personal cell number stays personal. Clients only ever see your business line.

Your CRM, wherever you are

Contacts live in the app the same way they live on the web. Meet a realtor at an open house or get a referral over coffee, and you can add them to your CRM on the spot instead of on a sticky note. Need to fix a phone number, update an email or add a detail you just learned? Edit the contact right there, and it is already updated when you are back at your desk.

Dial out from your BrokerPlus number

The app is a phone. Tap a contact and call them directly from the app, on your BrokerPlus number. The call happens on your business line, the client sees the number they know you by, and the call lands on that client’s history like every other conversation.

Ask Snoopy anything about your business

Snoopy, the BrokerPlus assistant, is built into the app. You can talk to Snoopy the way you would talk to an assistant who has read every file you have ever closed.

Ask it things like:

  • “Who in my book is coming up for renewal in the next 90 days?”
  • “Which clients are good refinance candidates right now?”
  • “What should I be working on today?”
  • “What tasks do I have due this week?”
  • “When did I last speak with the Patels, and what did we talk about?”

Snoopy answers from your own database: your contacts, your deals, your funded book and your tasks. It is the fastest way to find the opportunity hiding in your book between meetings, or to walk into a client call already knowing where things stand.

Same account, same data

There is nothing to set up and nothing to sync. Sign in with your BrokerPlus account and everything is already there. A text you send from the app shows up on the web, a contact you add on the web shows up in the app, and a call you make from your phone sits on the client’s timeline next to everything else.

“Brokers have told us the same thing from day one: the work does not wait until you are back at your laptop,” said Swish Goswami, co-founder and CEO of BrokerPlus. “Now your clients, your phone line and your book go wherever you go.”

Availability

The BrokerPlus app is available today on the App Store and Google Play. It is included with every BrokerPlus account at no extra cost.

About BrokerPlus

BrokerPlus is an all-in-one platform for Canadian mortgage brokers. It runs a mortgage from application through document verification, compliance and lender submission to funding, then watches the funded book for refinance and renewal opportunities with lender-specific penalty math. The company is based in Toronto and backed by the Hyatt Family Office, Cowie Capital, Tennr co-founder Trey Holterman (a16z Scout), and BET99 co-founder Jared Beber. Learn more at brokerplus.ca.

Media contact: maguire@getbrokerplus.ca

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