Be the broker who calls first.
For brokerages and broker teams with 8 or more agents. Cockpit shows which inquiries are waiting, which files have stalled and which past clients have a renewal coming up.
The money is in the follow-up.
of borrowers applied with only one lender. Most never shop a second.
Consumer Financial Protection Bureau, 2015 (US)of recent home buyers used a mortgage broker, rising to 48% of first-time buyers.
Mortgage Professionals Canada, July 2026mortgage brokerages licensed in Ontario alone.
FSRA, August 2024What Cockpit shows you.
For principal brokers, team leads and brokerage operations. Your team keeps working in the CRM they already use.
New borrower inquiries past your response target, by agent.
Applications and pre-approvals with no activity for days.
Past clients whose term ends soon, before another lender reaches them.
Each agent's response times and pipeline at a glance.
A 5% lift on funded deals.
Against $750 a month, before renewals. Pays for itself at a 3% lift. How compensation is split between agents and the brokerage changes the owner's share.
| Agents × inquiries a month | 8 × 20 = 160 |
|---|---|
| Funded today at 5% | 8 deals |
| Lender compensation per deal (70 bps on $450,000) | $3,150 |
| Extra deals with a 5% lift | 0.4 a month |
| Extra compensation, team level | $1,260 a month |
An illustration with deliberately cautious assumptions, not a promise. In the pilot we measure the real numbers on your team.