The Platform Built for Top Mortgage Closers

You already know leads = deals. But without the right system, you’re just chasing ghosts and spreadsheets. Our all-in-one Solution helps mortgage pros automate follow-ups, organize their pipeline, and scale faster—with less stress and more closed loans.

OUR PROCESS

Never Let Another Lead Go Cold

01

Initial Contact

Automated welcome texts and emails go out the second a lead comes in—so you're first in their inbox and first in their mind.

02

Check Ins

Smart nurture sequences and content keep clients engaged between pre-approval and house hunting—no more radio silence.

03

Closing Period

The platform keeps every client on track with smart reminders and real-time updates—so you can stay focused on closing deals, not chasing paperwork.

OUR SERVICES

The Smarter Way to Run Your Mortgage Business

More Leads Converted

Behavior tracking and intelligent workflows make it easy to prioritize hot leads and close them faster.

Never Miss a Follow-Up

Automated reminders and messages keep conversations moving—even when you're off the clock.

Cut Admin Time by 90%

Ditch the spreadsheets and manual tasks. Our system handles the busywork so you don’t have to.

Watch the Demo

Watch exactly how top mortgage brokers are using Brokeredge to close more deals, automate their follow-ups, and finally get their time back.

No fluff, no tech talk—just a quick walkthrough of the system that’s changing the game.

Watch the Demo

150 K

Happy Clients.

TESTIMONIALS

What our clients are saying.

Focus on what matters, similar to other owners.

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I’ve used every platform under the sun. This one finally feels built for me. Follow-ups run themselves and I’ve doubled my deals.

- Heather Mathewson, CTO at Wondershare Systems

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By far, we have seen the best results from NexLevel CRM. The leads that come through the system are high quality and our sales team has closed more deals than ever before.

- Dr. Robert Conner, Partner at Conner David LLP

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Our team has been using NexLevel for a few months and we are very happy with the results. We've closed more deals than ever before and our sales team loves it.

- Mike Nord, Marketing Director at Blitz Consultants Inc

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I heard about NexLevel from a friend and decided to try it out. It's been a great decision! The app has helped me streamline our sales process and save time on administrative tasks and follow-ups.

- Michelle Darling, CMO at SmallScale Incubators

OUR TEAM

Meet the team.

The Dream Team Who Made This System Happen

Amanda Tom

CEO

Steve Paul

CCO

Sophia Emma

CTO

Ron Morgan

DESINGER

OUR PRICING

Packages designed for your requirements.

Simple Plans. Serious Results.

SIDE HUSTLE

$197/mo

$1,000 Setup Fee

For solo brokers or small teams ready to plug in and grow fast.

  • 3 custom sales pipelines

  • Up to 10 users included

  • Pre-built follow-up workflows

  • Plug-and-play CRM templates

  • Unlimited contact imports

  • Calendar, email & text sync

  • Chat & email support

| Lean, fast, and ready out of the box.

POPULAR

SIX-FIGURE SETUP

$997/mo

$5,000 Setup Fee

For producers who want automation, customization, and room to grow.

Everything in the previous plan, plus:

  • Up to 5 custom pipelines

  • 10 users included (additional users: $10/mo)

  • Advanced nurture automations

  • Reactivation campaigns for dead leads

  • Full team onboarding

  • Priority support

| Optimize every lead. Build repeatable results.

MILLION DOLLAR PIPELINE

$1,497/mo

$7,500 Setup Fee

Built for high-performing teams who want complete control and scale.

Everything in previous plans, plus:

  • Unlimited custom pipelines

  • Unlimited users

  • White-glove onboarding

  • Dedicated support manager

  • Advanced analytics & reporting

  • Quarterly CRM strategy calls

| Complete system. Full support. Zero ceiling.

ENTERPRISE

Custom Pricing – Contact Us

For national broker networks, large teams, and enterprise lenders who need it all—plus more.

  • Private white-label CRM infrastructure

  • Unlimited pipelines & user

  • Smart lead routing + AI appointment bot

  • LOS & custom API integrations

  • BI dashboards & advanced reporting

  • Multi-location team hierarchies

  • SaaS mode + rebilling features

  • Dedicated Slack support channel

  • Quarterly strategy + performance reviews

  • Access to feature roadmap & custom dev

| Custom-built infrastructure for industry leaders. Schedule a call to learn more.

FAQS

Frequently asked questions.

Have Questions? We've Got Answers.

Can I cancel at any time?

Yes. No long-term contracts, no hassle. Cancel whenever.

Does it integrate with my tools?

Yes—email, calendar, and more. Most brokers are fully set up in under a day.

Will it auto-renew?

Yep. And you’ll get a reminder before it renews.

Is it easy to use?

If you can send a text, you can use this system. But we also onboard you personally.

Custom plan? Let's talk.

Need a white-label version? Custom workflows? Multi-branch setup? Let’s build it together.

12+ Hours Saved/Week

On follow-up, scheduling, and admin tasks with Brokeredge automation.

300% More Conversations

With AI-driven follow-up vs. manual outreach.

95% Less Guesswork

With smart pipelines, insights and built-in performance tracking.

© 2025 Brokeredge. All rights reserved.

Our Address

21 Elm Street Ave

New Jersey 80298

(+1) XOX 214 7774

© 2025 Brokeredge. All rights reserved.