---
description: Get information about BrokerOS price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: BrokerOS Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [BrokerOS](/software/1112724/BrokerOS)

# BrokerOS

Canonical: https://www.capterra.in/software/1112724/BrokerOS

> BrokerOS is a CRM platform that streamlines document intake, underwriting, and compliance workflows for Canadian mortgage brokers.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses BrokerOS?

Canadian Mortgage brokers and mortgage agents

## About the vendor

- **Company**: BrokerOS

## Commercial Context

- **Starting Price**: CA$149.99
- **Pricing model**: Per User (Free Trial)
- **Target Audience**: 2–10
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada

## Features

- Contact Management Software
- Interaction Tracking
- Lead Management Software

## Integrations (6 total)

- Docusign
- Finmo
- Gmail
- Google Contacts
- Google Drive
- OutlookTime

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Chat

## Category

- [CRM Software](https://www.capterra.in/directory/2/customer-relationship-management/software)

## Alternatives

1. [Bitrix24](https://www.capterra.in/software/113540/bitrix24) — 4.2/5 (1001 reviews)
2. [Cronberry](https://www.capterra.in/software/194779/cronberry) — 4.3/5 (13 reviews)
3. [Apptivo](https://www.capterra.in/software/1011835/apptivo) — 4.4/5 (708 reviews)
4. [Odoo](https://www.capterra.in/software/135618/odoo) — 4.2/5 (1322 reviews)
5. [Zoho CRM](https://www.capterra.in/software/155928/zoho-crm) — 4.3/5 (6993 reviews)

## Links

- [View on Capterra](https://www.capterra.in/software/1112724/BrokerOS)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10057193/BrokerOS/> |
| en-AE | <https://www.capterra.ae/software/1112724/BrokerOS> |
| en-AU | <https://www.capterra.com.au/software/1112724/BrokerOS> |
| en-CA | <https://www.capterra.ca/software/1112724/BrokerOS> |
| en-GB | <https://www.capterra.co.uk/software/1112724/BrokerOS> |
| en-IE | <https://www.capterra.ie/software/1112724/BrokerOS> |
| en-IL | <https://www.capterra.co.il/software/1112724/BrokerOS> |
| en-IN | <https://www.capterra.in/software/1112724/BrokerOS> |
| en-NZ | <https://www.capterra.co.nz/software/1112724/BrokerOS> |
| en-SG | <https://www.capterra.com.sg/software/1112724/BrokerOS> |
| en-ZA | <https://www.capterra.co.za/software/1112724/BrokerOS> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra India","address":{"@type":"PostalAddress","addressLocality":"Mumbai","addressRegion":"MH","postalCode":"400051","streetAddress":"G2.com, Inc. Raheja Towers 2nd Floor C-30 G- Block Bandra East Mumbai 400051 India"},"description":"Capterra India helps businesses find the best software. With verified reviews, prices & features, our interactive tool makes software selection fast & easy.","email":"Global@capterra.com","url":"https://www.capterra.in/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.in/#organization","parentOrganization":"G2.com, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/@CapterraIndia"]},{"name":"BrokerOS","description":"BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/e057cba2-6aee-4cbe-8b91-77e3d97c1ebc.png","url":"https://www.capterra.in/software/1112724/BrokerOS","@type":"SoftwareApplication","@id":"https://www.capterra.in/software/1112724/BrokerOS#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.in/#organization"},"offers":{"price":"149.99","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud, Apple, Windows, Android, Platform ios, Platform ipad"},{"@type":"FAQPage","@id":"https://www.capterra.in/software/1112724/BrokerOS#faqs","mainEntity":[{"name":"What Is BrokerOS?","@type":"Question","acceptedAnswer":{"text":"BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.","@type":"Answer"}},{"name":"Who Uses BrokerOS?","@type":"Question","acceptedAnswer":{"text":"Canadian Mortgage brokers and mortgage agents","@type":"Answer"}}]},{"@type":"BreadcrumbList","@id":"https://www.capterra.in/software/1112724/BrokerOS#breadcrumblist","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"CRM Software","position":2,"item":"/directory/2/customer-relationship-management/software","@type":"ListItem"},{"name":"BrokerOS","position":3,"item":"/software/1112724/BrokerOS","@type":"ListItem"}]}]}
</script>
