For mortgage brokerages and agents in Canada
Websites, intake and automation for mortgage brokers
- Published
- Published
- Last reviewed
- Reviewed
The short answer
A mortgage broker's website should take a pre-approval application privately, explain products to people who are anxious about money, and feed a system that never lets a renewal date pass unnoticed. Redenn builds broker sites on Next.js with private intake, renewal tracking in a CRM and follow-up for rate shoppers, from CA$499 for a Business site, with licensing identification designed into every page.
The problems we hear from mortgage brokerages and agents
- Rate shoppers email at midnight, get a quote, and disappear; I never know if they closed elsewhere.
- Clients send pay stubs and IDs by text and email and I spend hours chasing the rest.
- Renewals are the easiest business I have and I still lose them because I forget the maturity date.
- Realtor partners send me clients on trust, and I have nothing to show them other than my cell number.
- First-time buyers and self-employed clients have very different questions and the site has one generic page.
- I am careful about what rates I advertise because the regulator's rules are strict.
The solution architecture
Each piece maps to a real Redenn service with a published price.
Private pre-approval intake
An application form that collects the essentials and a secure upload for documents through an access-controlled channel, with a checklist that shows the client what is still missing. Nothing sensitive sits in plain email.
Document AutomationRenewal tracking in a CRM
Every funded mortgage recorded with its maturity date, and reminders to you and to the client at intervals before renewal. The list that used to live in your head lives in the system.
CRM SetupFollow-up for rate shoppers
A quote request starts a short sequence: acknowledgement, a useful explainer, a check-in, then a hand-off to you. It stops when they reply, and it captures where they went if they tell you.
Lead Follow-Up AutomationPages for each client situation
First-time buyers, refinancing, self-employed, new to Canada, investment properties: each a distinct set of questions answered plainly, without promising approval or a rate.
Content MarketingA partner page for realtors
A page written for referring agents: how you work, response times, how to send a client, and a direct referral form that credits the source in the CRM.
Conversion OptimizationAnswers at night, without you
AI Website Chat trained on your process and product explanations answers first questions and collects contact details, clearly stating it does not give personalized advice.
AI Website ChatLocal search for your market
Google Business Profile with the right category and licensing details, and consistent business information, so a search for a broker in your area shows accurate information.
Local Search
Where mortgage brokerages and agents usually start
How customers find a mortgage broker in Canada
Most mortgage clients arrive through a realtor, a past client or a bank decline, and then search the broker's name. A smaller group search directly for a broker near them or for a specific situation such as a self-employed mortgage. In both cases the website confirms the decision, and the pre-approval form is where a browser turns into a file.
Google states that its AI features in Search use the core index and ranking systems, with no special requirements beyond standard SEO practice. For a broker that means plain-language pages for each client situation, accurate licensing and business details, and a fast site. Those pages are also what an AI assistant can draw on when someone asks how a self-employed mortgage works in Canada.
What a mortgage broker website must do
It should identify you correctly, explain without promising, and move a prospect into a private application.
| Page or feature | Purpose |
|---|---|
| Pre-approval application with secure upload | The conversion point; documents through a private channel. |
| Situation pages | First-time buyer, refinance, self-employed, new to Canada, investor. |
| Process page | What happens from application to funding; reduces anxious calls. |
| Realtor partner page with referral form | Makes referrals easy and tracks the source. |
| Licensing identification block | Brokerage name and licence details on every page as required. |
| Renewal page | Explains renewal timing and starts the conversation early. |
| Reviews | Trust for a purchase most people make a few times in their life. |
Automation and CRM for mortgage brokers
Two automations carry most of the value: the document checklist that tells the client what is missing, and the renewal reminder that tells you who matures in the next few months. A third, the rate-shopper sequence, is worth having because it is cheap and you will otherwise never do it.
Worked example at published prices: a Business site at CA$499, two additional standard pages at CA$49 each for situations, CRM Setup from CA$299 and Lead Follow-Up Automation from CA$149. Secure document intake needs a database and authentication, so Redenn Dynamic hosting at CA$49/month applies. Add AI Website Chat from CA$99/month for after-hours questions.
- Application acknowledged instantly with a document checklist.
- Missing-document reminders until the file is complete.
- Renewal reminders to you and the client at set intervals before maturity.
- Referral partner credited as the source on every file.
Compliance and trust
Mortgage brokering is licensed provincially (Ontario's FSRA and British Columbia's BCFSA are examples), and regulators set rules on advertising, including how brokers and brokerages identify themselves and how rates may be advertised. Confirm the rules for your province and brokerage; the site is built so the identification block is consistent everywhere and any advertised rate is dated and complete.
Mortgage applications contain sensitive financial information. PIPEDA, or the substantially similar law in Quebec, British Columbia or Alberta, applies, and Quebec's Law 25 adds obligations such as a designated privacy officer. Documents move through an access-controlled channel, never plain email. Follow-up emails and texts need CASL consent, identification and an unsubscribe option. Quebec clients must be able to use the site in French. The site never promises approval or a rate.
Questions
Can clients upload documents securely through the site?
Yes. Documents go to an access-controlled store with a checklist for the client and reminders for what is missing. This requires Redenn Dynamic hosting at CA$49/month for the database and authentication.
How does renewal tracking work?
Each funded file is recorded in the CRM with its maturity date. Reminders go to you and, if you choose, to the client at intervals you set before renewal.
Can I advertise rates on the site?
Within your provincial regulator's rules, which typically require accurate, complete and current disclosure. We date any rate and build the page so you can update it in minutes. Confirm the rules with your brokerage compliance contact.
What does a mortgage broker website cost with Redenn?
Business at CA$499 covers five pages with the search foundation. Business Plus at CA$799 adds booking and a CMS. Secure intake adds Redenn Dynamic hosting at CA$49/month.
Sources
- AI features and your website, Google Search Central. Accessed 2026-09-24.
- The Personal Information Protection and Electronic Documents Act (PIPEDA), Office of the Privacy Commissioner of Canada. Accessed 2026-09-24.
- Law 25: Act to modernize legislative provisions as regards the protection of personal information, Commission d'accès à l'information du Québec. Accessed 2026-09-24.
- Canada's Anti-Spam Legislation (CASL), Government of Canada. Accessed 2026-09-24.
- Charter of the French Language, Office québécois de la langue française. Accessed 2026-09-24.
Related
Services
- Document AutomationQuotes, contracts, intake forms and reports generated from data you already hold, from CA$149 per document.
- CRM SetupPipeline, fields, users, lead sources and contact import configured in your CRM, from CA$299.
- Lead Follow-Up AutomationInstant reply, reminders and hand-off rules so no enquiry sits unanswered, from CA$149 one-time.
- Content MarketingTwo researched pages a month with technical upkeep, internal linking and reporting, from CA$499.
- AI Website ChatA chat assistant trained on your services and prices that answers and captures leads day and night, from CA$99/month.
- Conversion OptimizationMeasure where visitors hesitate, fix it, and track calls and forms; included in Search Everywhere or quoted standalone.
Guides
Build the system mortgage brokerages and agents actually need.
Configure a website in minutes, or ask for a written quote. Quotes arrive within two business days.