Built by a BC mortgage broker
Every milestone tracked.
Every client home.
Milestone CRM connects to Velocity, keeps every App moving from first call to funding, and fills in your compliance documents for you, with a client portal your borrowers will actually use.
From $50/month per broker. Canadian, and made for the way brokers here work.
Lindqvist
Purchase
Kelowna, BC
$489,600
Subject Removal: Nov 14, 2026
Raman
Refinance
Surrey, BC
$438,500
Okafor
Purchase
Langford, BC
$596,000
Example Lender Inc.
Subject Removal: Nov 06, 2026
Closing: Nov 27, 2026
Note
Waiting on appraisal
Brooks
Renewal
Victoria, BC
$389,900
Sample Trust
Closing: Dec 01, 2026
Duarte
Purchase
Nanaimo, BC
$422,400
Example Lender Inc.
Closing: Dec 15, 2026
- Velocity sync
- BCFSA forms
- Client portal
- Booking page
- BC · AB · ON · NS
What it does
The busywork, handled. The relationship, yours.
Everything a file needs between "can you help me?" and "we got the keys", in one calm place.
Your Velocity files, already here.
New applications come in from Velocity on their own and stay in step as they change. Borrowers, property, mortgage details and lender all land on the App without retyping a thing.
- A pipeline board of every App, by stage
- Key dates front and centre: subjects, rate holds, closing, maturity
- Tasks, conditions and commissions on every file
App
Okafor · Purchase
- Mortgage
- $596,000
- LTV
- 80.0%
- Subject removal
- Nov 6
- Closing
- Nov 27
- Rate
- 4.29% · 5-yr fixed
- Payment
- $3,231 / month
Compliance documents
Filled from the App- Forms Package (consent, disclosures)Signed
- Suitability (Form 6A)Signed
- Cost of borrowing disclosureSent
- Closing cost estimateReady
- Co-brokering agreementReady
Disclosures that fill themselves in.
Your regulator's forms are generated straight from the App, so the numbers always match. Send them to the client portal to be signed, and the signed copy files itself.
- BCFSA forms package, suitability and waivers
- Cost of borrowing disclosures for BC, Alberta, Ontario and Nova Scotia
- Closing cost estimates, co-brokering agreements and more
A portal clients don't need a password for.
Each client gets a private link. They see exactly which documents you still need, upload straight from their phone, sign their disclosures, and always know where their mortgage is at.
- Document checklist with uploads, made for phones first
- Review and sign disclosures in a couple of minutes
- A matching portal for referring realtors
Your mortgage
Hi Jordan
Step 3 of 5 · Lender review
Documents
2 disclosures ready to sign
Takes about 2 minutes
Premium
Then it helps you grow.
Premium adds everything that keeps clients coming back and referring their friends.
Email in one place
Connect Gmail, Outlook or any IMAP mailbox. Every message files itself under the right client and App.
Templates & merge fields
Write it once. Names, dates, lenders and portal links fill in for you, by email or text.
Drips & newsletters
Gentle, automatic follow-ups for leads and past clients, plus newsletters with a CASL-ready unsubscribe.
Booking page
Clients book their own calls. Syncs with Google or Outlook calendar and adds a Zoom or Meet link.
Renewal alerts
Know which clients are coming up for renewal, or could save by switching, before another broker does.
Partners & referrals
Keep track of who sends you business, and give referring realtors their own portal to follow along.
Privacy & security
Your clients' trust, protected.
Mortgage files hold the most personal information people have. Milestone CRM was built with that in mind from day one.
Read the privacy policyYour own database
Every broker's data lives in a separate database. Nobody else's account can see it.
Stored in Canada
Hosted on Canadian servers, under PIPEDA and BC's PIPA.
Locked-down details
Social Insurance Numbers are encrypted when stored, and two-step sign-in is built in.
Everything logged
Changes to Apps, contacts and tasks are recorded with who made them and when.
Ready when your next file is.
Basic from $50/month. Premium with everything for $129/month.