CASL-compliant automation, Voice AI that answers calls 24/7, and smart pipelines â built specifically for Canada's mortgage brokers, realtors, and insurance professionals.
Purpose-built for Canadian mortgage brokers, realtors, and insurance professionals â not a generic CRM retrofitted for licensed professionals.
Set up your entire workflow in minutes â no technical knowledge required. LoanFlow handles the complexity so you can focus on clients.
Never miss a lead, day or night. Your AI receptionist handles incoming enquiries and keeps your calendar full â automatically.
Run confident email and SMS campaigns knowing every message meets Canadian consent law. Compliance is handled for you.
Keep every deal visible and moving forward. From first contact to close, your pipeline is always up to date.
Launch professional landing pages fast â designed to convert Canadian leads without needing a designer or copywriter.
Serve clients and run your business in English or French â ideal for Quebec brokers and teams operating across Canada.
...and much more. Discover the full feature set on your discovery call.
LoanFlow is designed so you can get up and running in under an hour.
Connect your existing channels and let LoanFlow automatically bring every new lead into one place â nothing falls through the cracks.
Your leads stay warm without manual effort. LoanFlow sends the right message at the right moment â so you stay top of mind.
Track every opportunity from first contact to close. See exactly where each deal stands and know what needs your attention next.
All plans include a 14-day free trial. No credit card required. Cancel anytime.
Perfect for independent mortgage brokers, realtors, or insurance agents. 1 user seat â ideal before joining or after leaving a brokerage.
For growing brokerages and teams. Includes up to 5 agent seats with role-based access. Principal Broker gets full oversight of all agent pipelines and CASL logs.
For large brokerages, franchise networks, and multi-office agencies. Unlimited agent seats. White-label options and dedicated compliance oversight tools.
Designed from the ground up for how Canadian mortgage brokers, realtors, and insurance professionals actually work.
No More CASL Guesswork
Every email, SMS, and campaign is built around Canadian consent law â express and implied consent tracked automatically.
Designed for Canadian Data Residency
Built to be hosted on Canadian servers (AWS Montreal). Full PIPEDA compliance and Canadian data residency planned for production launch.
Built for the Canadian Financial Services Professional
Pipeline stages, lender types, renewal timelines, property transactions, and insurance policy tracking â with bilingual support for every province.
Yes. We offer free migration assistance for all new annual subscribers. Our onboarding team handles contact import, pipeline setup, and workflow migration.
Yes. Compliance is built into every layer â from opt-in forms to communication logs and data retention policies.
Yes. We verify all applicants to ensure LoanFlow CRM is only used by licensed professionals in Canada.
Absolutely. Our Team and Agency plans support multi-user access with a Principal Broker oversight dashboard.
LoanFlow is purpose-built for Canadian mortgage brokers, realtors, and insurance agents â not a US tool adapted for Canada.
Yes, all plans include a free trial. No credit card required.
Be among the first Canadian mortgage brokers, realtors, and insurance professionals to get full access to LoanFlow CRM. Early members get locked-in pricing and priority onboarding support.