Question 1

Is my client data secure?

Accepted Answer

Yes. All data is encrypted in transit and at rest, hosted entirely in Canada, and never shared with third parties. We don't sell or use your data for anything other than running your scans. You can export or delete your data anytime.

Question 2

How do I import my client data?

Accepted Answer

If you use Finmo, you can connect directly through the Finmo API with no export needed. For Filogix Expert, use the built-in Extract to CRM tool to download your client list as a CSV, then upload it. For Velocity, we have a step-by-step walkthrough to help you export. You can also upload any other spreadsheet or CSV and our team will map it for you within one business day.

Question 3

Do my clients know I'm using BrokerPlus?

Accepted Answer

No. All outreach goes out from you, in your name, with your branding. BrokerPlus is invisible to your clients.

Question 4

Will this annoy my clients?

Accepted Answer

Templates are fully customizable and designed to sound like you, not a marketing blast. Timing is based on when an opportunity actually makes sense for the client, and you can review or send manually anytime.

Question 5

How accurate are the IRD penalty calculations?

Accepted Answer

We model each major Canadian lender's actual penalty method individually, not a one-size-fits-all estimate. It's not perfect to the penny since lenders don't publish exact internal calculations, but it's close enough to have a confident client conversation.

Question 6

What if my book is small. Is this still worth it?

Accepted Answer

Even books with 50 funded deals typically surface 6 to 10 actionable opportunities. At an average commission of $3K to $5K per deal, one closed refinance covers months of the subscription.

Question 7

How is this different from just running a spreadsheet?

Accepted Answer

A spreadsheet can sort by maturity date. It can't calculate IRD penalties using each lender's actual method, flag HELOC and reverse mortgage candidates, or auto-message clients with follow-ups. BrokerPlus does all of that without you building or maintaining anything.

Question 8

What if I already know my renewals?

Accepted Answer

Most brokers track renewals. Fewer catch the refinance, equity, and HELOC opportunities sitting between renewal dates. That's usually where the biggest revenue gap is.

Question 9

How does brokerage pricing work?

Accepted Answer

Brokerage pricing is seat-based with tiers for brokerages under 20 agents, 21 to 50 agents, and over 50 agents. No one-time setup fee. Book a discovery call and we'll share exact pricing for your team size.

Question 10

Can I cancel anytime?

Accepted Answer

Yes. No contracts, no cancellation fees. Cancel from your dashboard in one click. Brokerage (enterprise) plans operate on a signed agreement with cancellation terms spelled out in the contract.

Question 11

How long does it take to get started?

Accepted Answer

Most brokers are up and running within five minutes. Import your file, run your first scan, and start reviewing opportunities right away. First client responses typically come within 48 hours.

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