Mortgage Brokers

Marketing, Automation and Systems Built for Mortgage Brokers

We help mortgage brokers connect marketing, websites, CRM, follow-up, automation, and IT so leads are handled properly from initial inquiry to renewal.

Book a Discovery Call Explore the Growth Journey

Breakaway Solutions helps independent mortgage brokers and growing brokerages connect marketing, websites, CRM, automation, Microsoft 365, cybersecurity, and IT support. We work with mortgage businesses across Canada and the United States.

Connected Mortgage Pipeline

Local Search & Ad

Prospect finds landing page

CRM Lead Capture

Routed to appropriate broker

Automated

Broker Follow-Up

Consistent process & communication

Renewal Workflow

Database reactivation & review

Generate better leads

Respond and follow up consistently

Reactivate renewals and past clients

Secure and organize brokerage systems

Built for How Mortgage Brokers Work

Select your model to see how we help connect your marketing and systems.

Common Challenge

Referrals are inconsistent, follow-up takes too much time, and the website does not clearly explain why clients should choose you.

What to Improve

Local SEO, landing pages, CRM follow-up, reviews, renewals, and secure business tools.

Relevant Breakaway Support

Marketing, website improvements, CRM setup, automation, Microsoft 365, and IT support.

Generating a Lead is Only One Part of the Process.

Marketing is only useful when the systems behind it can securely capture, manage, nurture, and protect the opportunities it creates.

Disconnected Brokerage

  • Leads sitting in personal inboxes
  • Slow, manual follow-up
  • Duplicate data entry between tools
  • Generic network-provided website
  • Renewal dates forgotten
  • Uncontrolled account access
  • Inconsistent team processes

Connected Brokerage

  • Inquiries enter the correct CRM pipeline
  • Tasks assigned to the right person automatically
  • Consistent client communication
  • Lead source and attribution preserved
  • Automated renewal workflows run on time
  • Managed account access & secure systems
  • Systems that support team growth

A Connected Marketing and CRM Journey for Mortgage Brokers

A comprehensive approach to acquiring, converting, and retaining mortgage clients.

Get Found

Improve visibility for the mortgage services, locations, and borrower situations your brokerage wants to serve.

Includes

Mortgage broker SEO Local SEO Paid search Paid social Service pages Location pages Educational content

Outcome

Reach more relevant local and service-specific searches.

Relevant Services

Paid Advertising Management SEO, Content Strategy & AI Search

Convert Interest

Give prospective clients a clear next step through focused mortgage pages, forms, and booking experiences.

Includes

Mortgage broker website design Landing pages Mobile-first forms Appointment booking Service-specific journeys Conversion tracking

Outcome

Make it easier for visitors to take the next step.

Relevant Services

Website Design & Development Landing Page Design Conversion Rate Optimization

Respond & Organize

Move each inquiry into a clear pipeline with source tracking, ownership, tasks, and consistent follow-up.

Includes

Mortgage CRM setup Pipeline configuration Lead routing Lead-source tracking Email and SMS workflows Broker notifications Follow-up tasks

Outcome

Give every inquiry an owner and a visible next action.

Relevant Services

CRM Setup & Sales Systems AI Workflow Automation Email and SMS Marketing

Retain & Reactivate

Use renewal dates, past-client relationships, and referral partners as an ongoing source of future opportunities.

Includes

Renewal reminders Annual reviews Refinance education Purchase anniversaries Birthday campaigns Review requests Referral requests Realtor partner follow-up

Outcome

Stay connected before renewal opportunities are missed.

Relevant Services

Marketing Automation

Protect & Scale

Support a growing team with clearer access, more organized systems, secure file practices, and dependable IT support.

Includes

Microsoft 365 Account permissions Broker onboarding & offboarding Cloud file organization Backup and recovery Cybersecurity Ongoing IT support Responsible AI use

Outcome

Add people and systems without losing control of access and information.

Relevant Services

Cloud, Email & Microsoft 365 Support Cybersecurity & Backup Services Managed IT Services

You May Not Need New Mortgage Software. You May Need Better Setup.

Many mortgage brokerages already have a CRM, loan origination system, email platform, scheduling software, and network-provided tools. The problem is often configuration, adoption, ownership, or missing connections between them.

Keep

Tools that already meet the brokerage’s needs.

Improve

Systems that need better fields, stages, permissions, or reporting.

Connect

Tools that create duplicate work because information does not move properly between them.

Replace

Tools that are insecure, unsupported, redundant, or fundamentally unsuitable.

We can assess how platforms such as these fit within your current environment:

Filogix Velocity Encompass Arive HubSpot ActiveCampaign Microsoft 365 Google Workspace Filogix Velocity Encompass Arive HubSpot ActiveCampaign Microsoft 365 Google Workspace
Client Relationships
Retention Strategy

Build More Value From the Clients and Relationships You Already Have

An organized mortgage CRM can help brokers prepare for renewals, reconnect with past clients, and maintain relationships with Realtors and other referral partners without relying on manual reminders.

Renewal tracking
Past-client reactivation
Refinance education
Annual reviews
Referral requests
Realtor follow-up
Birthday campaigns
Purchase anniversaries

Automated Follow-up Workflows

Client Retention
Client record organized Renewal date, service history, broker ownership, and communication preferences are recorded.
Early educational communication General renewal information is sent at an appropriate time.
Broker follow-up task created The licensed broker decides what advice or next step is suitable.
Review appointment offered The client receives a clear way to book a conversation.
Post-transaction relationship continues Annual reviews, anniversaries, referrals, and relevant educational content keep the relationship active.
Referral Partners
Realtor relationship entered
Follow-up reminders
Co-marketing task
Referral source tracked
Relationship history visible

Security and Responsible AI

We support stronger privacy and security practices by helping build systems with financial-services requirements in mind.

Protect Client and Brokerage Information

  • Microsoft 365 configuration
  • Multifactor authentication
  • Access permissions
  • Onboarding and offboarding
  • Secure file organization
  • Backup and recovery
  • Account monitoring
  • Approved document-sharing practices

Use AI With Clear Boundaries

  • Approved tools and use cases
  • Rules for sensitive client information
  • Human review of generated communications
  • Permission-based internal assistants
  • Logged workflow automation
  • Staff guidance
  • No autonomous lending or mortgage recommendations

Mortgage businesses handle personal, financial, and application-related information. Breakaway helps organize the technical systems and access controls around that information, while legal and regulatory requirements remain the responsibility of the brokerage and its advisers.

Ready to Connect Your Marketing and Operations?

Stop managing disjointed tools and start building a predictable, scalable mortgage business.

Book a Discovery Call

One Roadmap Across Marketing, CRM, Automation and IT

Advertising and SEO

Marketing agency Often
Software platform Rarely
Network tools Sometimes
Breakaway Yes

Website and landing-page improvements

Marketing agency Often
Software platform Rarely
Network tools Limited/templates
Breakaway Yes

CRM configuration and workflow setup

Marketing agency Sometimes
Software platform Tool only
Network tools Standardized
Breakaway Yes

Microsoft 365 and IT support

Marketing agency Rarely
Software platform No
Network tools Limited
Breakaway Yes

Works around existing systems

Marketing agency Varies
Software platform Platform-specific
Network tools Network-specific
Breakaway Yes

Ongoing implementation support

Marketing agency Varies
Software platform Usually self-managed
Network tools Limited
Breakaway Available

Brokerage-specific roadmap

Marketing agency Sometimes
Software platform No
Network tools Limited
Breakaway Yes
Mortgage Helpers logo Visit Mortgage Helpers Website
Case Study: Canada-Wide Mortgage Referral Service

From an Outdated One-Page Website to a Canada-Wide Lead Generation Platform

Breakaway rebuilt Mortgage Helpers’ digital presence, launched multi-platform advertising campaigns, and created a stronger foundation for leads, visibility, and long-term growth.

Redesigned Mortgage Helpers website homepage

Before Breakaway

  • • Outdated and vulnerable one-page website
  • • Generic and limited messaging
  • • No meaningful leads coming from the website
  • • No forms, booking flow, or structured conversion path
  • • Only a phone number as the main call to action
  • • No meaningful organic search visibility
  • • Heavy dependence on referrals
  • • No detailed pages explaining the different mortgage services available
"The client needed a scalable digital foundation that could support active lead generation while they aggressively pursued market share across Canada."

Frequently Asked Questions

Do we have to replace our current mortgage CRM or loan software?
Not necessarily. We first assess what you already use, what works, and where the real issues are. The right solution may involve improving configuration, connecting systems, removing unnecessary steps, or replacing only the tools that no longer fit.
Can Breakaway work with systems such as Filogix, Velocity, Encompass or Arive?
We can assess how your current mortgage platforms fit into the wider marketing, CRM, workflow, and technology environment. Any direct integration depends on the platform, available APIs, permissions, and the specific systems involved.
Can you automate mortgage renewal follow-up?
When your CRM is organized, we can support renewal-date tracking and schedule educational emails and broker follow-up tasks to activate your past-client database.
Can you help us improve Realtor and referral-partner follow-up?
Yes. Depending on the brokerage’s systems, Breakaway can help organize referral sources, relationship stages, follow-up reminders, campaigns, and reporting so partner relationships are managed more consistently.
How do you approach AI automation when client information is sensitive?
We support responsible AI use by helping set data-handling boundaries, advising on approved tools, and implementing human review steps rather than relying entirely on automation.
Do you work with mortgage businesses in Canada and the United States?
Yes, we serve mortgage professionals and brokerages across both Canada and the United States.
How long does it take to improve a brokerage’s systems?
It depends on the number of systems, the condition of the data, the team size, and the work involved. Breakaway typically recommends a phased roadmap so the highest-priority improvements can be addressed without forcing an unnecessary full rebuild.
Does Breakaway provide mortgage or compliance advice?
No. Breakaway provides marketing, technology, automation, and IT support. Mortgage advice, lending decisions, and legal or regulatory interpretation remain with the brokerage and its qualified advisers.

See What Is Working, What Is Disconnected, and What Should Be Fixed First.

Let's audit your website, lead generation, CRM, renewal workflows, Microsoft 365 environment, and data security.

1
We review your message
2
We schedule a discovery conversation
3
You receive clear recommended next steps

Privacy Notice: Please do not include borrower names, financial records, application details, identification documents, or other sensitive client information in this form.

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