Create your account
Your login for the broker portal
Connect your client data
Get your book in. Monitoring starts once it's live.
API is the better option
API syncs every night automatically — a deal that funds today shows up in tomorrow's Morning Brew. CSV works too, but takes 2 business days to process.
Step 3 — You're ready
Everything is waiting for you.
Calculators, GMM, penalty tool, budget builder — all inside, all ready now.
Open Broker Portal →Available right now — no waiting
Grade My Mortgage
Your lead magnet is live. Find it at Portal → GMM → Links.
Get my link →Penalty Calculator
Run IRD penalty scenarios live on client calls.
Open →Budget Builder
Full scenario modelling — purchase, renewal, refinance.
Open →Affordability Calculator
Stress test, CMHC, closing costs — all in one.
Open →What happens next
Within 2 business days
Your CSV is processed and your book goes live.
First weekday morning after
Morning Brew kicks off. Real opportunities, real numbers.
Right now
GMM link is live. Calculators are ready. Start using them today.
Ongoing
Rate drops, renewals, breaks — flagged every weekday morning.