Stop Waiting for Mortgage Leads. Start Growing Your Business.
Property Fox is the opportunity engagement platform for Canadian mortgage brokers. We turn your client data into your best source of new business by automatically finding refinancing, renewal, and restructuring opportunities you might be missing.
Full access. No long term contracts for individual advisors.
Are You Leaving Money on the Table?
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There are more opportunities from refinancing, restructuring and renewing than there are from new mortgages every year, yet clients either miss out or lenders secure 90% of them directly. Your client data is full of hidden opportunities
The old way is passive: you wait for clients to call or for referrals to come in. This leaves your business vulnerable to market shifts and lender competition.
Your Full-Time Analyst for Finding Opportunities
Property Fox is not a CRM; it's an opportunity discovery engine. It acts like a dedicated analyst, scanning every deal in your portfolio—every single day—to find actionable opportunities.
Here’s how it works:
1. Import Your Data: Easily upload client data from leading systems like Filogix, BOSS, Velocity, Finmo, and Scarlett Mortgage. We’ll even help you import it for free.
2. Set Your Rules: You enter your current quoting rates and define what a valuable opportunity looks like to you (e.g., minimum interest savings).
3. Get Notified: Property Fox automatically identifies clients who could benefit from refinancing now, restructuring their mortgage, or preparing for renewal. The system calculates penalties, simulates different scenarios, and alerts you with a complete, ready-to-use proposal.
You simply add your expertise, make any adjustments, and engage your client.
The Property Fox Dashboard
Identify, Optimize, and Engage in Minutes
Property Fox empowers you to build stronger client relationships and grow your business with less effort.
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Never Miss a Deal: Our platform continuously monitors every client for emerging opportunities, so when a chance to refinance, renew, or restructure arises, you're the first to know.
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Deliver Expert Advice: Move beyond simple rate comparisons. Use our deep analytics to model scenarios, forecast rate impacts, and illustrate the long-term value of your advice. Show clients the full picture with personalized, branded reports that build trust.
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Automate Your Outreach: Stop writing generic marketing content. Property Fox generates personalised nurture campaigns and client-specific updates, keeping you connected with relevant, timely insights while your competitors send seasonal greetings.
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Win Against Lenders: Equip yourself with data-driven proposals that clearly show clients why your offer is better than the bank's easy renewal. Position yourself as an advice expert, not just a mortgage processor.
A Quick Overview of Property Fox
Why our customers love
Property Fox helps me take on a stronger advisory role with my clients by showing them how their mortgage is performing and what refinancing options might be worth considering. The clear comparisons and insights make it easier to guide them through decisions on what’s likely their biggest investment. It’s a great tool for providing clarity and building trust.
Joe T.
~ The Mortgage Trail
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Everything in this system is incredible! The data really helps clients make decisions.
Stephen Green
~ The Financial Collective
Simple Connections
Property Fox imports data from leading origination systems so you can get to work finding more opportunities right away. We support Zendesk too!
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All logos and trademarks displayed are the property of their respective owners. Their use does not imply any affiliation with or endorsement by them.
Enterprise-Grade Security for Your Peace of Mind
Your trust is our top priority. That's why Property Fox is built on Amazon Web Services (AWS), utilising SOC-certified infrastructure with the same robust security controls used by the world's leading companies. By operating in a SOC-compliant environment, we meet stringent industry standards for data protection, guaranteeing your client data is handled with the highest level of care and security