Websites, intake and automation for mortgage brokers

01How 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.

02What a mortgage broker website must do

It should identify you correctly, explain without promising, and move a prospect into a private application.

03Automation 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 if Redenn hosts the site, Redenn Dynamic hosting at CA$49/month applies. Add AI Website Chat from CA$99/month for after-hours questions. Usage (AI, call minutes, SMS, email) is billed by each provider directly to your own account; none is included in our prices. Ask about a trial period to see your real usage first.

• 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.

04Compliance and trust

Mortgage brokering is licensed and regulated provincially, including advertising (Ontario's FSRA and British Columbia's BCFSA are examples). In Ontario, FSRA says mortgage advertising and other public relations materials must clearly and prominently show the brokerage's authorized name and licence number, and must not include false, misleading or deceptive information, including information so incomplete that it misrepresents the product. In British Columbia, BCFSA expects brokers to advertise under their registered name together with their brokerage's registered trade name. 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's Charter of the French Language, as amended by Bill 96, requires businesses operating in Quebec to make their commercial websites and publications available in French; other languages can sit alongside. The OQLF publishes the details. The site never promises approval or a rate.