Company Performance Metrics
BrokerPlus Technologies provides software for mortgage professionals that scans existing mortgage books to identify refinance, renewal, home equity line of credit, and reverse mortgage opportunities. The platform analyzes client data, including interest rate differential penalties and lender-specific rules, to surface potential deals that are
difficult to detect manually. It connects to common mortgage systems and spreadsheets to import data and generates automated maturity and renewal reports. BrokerPlus automates client outreach using customizable email templates and scheduled follow-ups while preserving the broker’s branding. The software also produces branded client reports that show property value, equity position, and potential options, and includes tools for debt consolidation analysis, anti-money laundering screening, and prepayment penalty calculations.