BOSS is an Open Platform to serve you, our brokers, better!
How is an open platform better? It makes it easy for partners to connect & integrate with BOSS to create expanded capabilities and deliver a better experience for you and your customers.
Client Relationship Management
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Now available, BluMortgage CRM platform by BluRoot connects directly with BOSS. With synced databases, you can access accurate and up-to-date information, streamline communication, and maximize your productivity. Experience the convenience and efficiency of our integrated solution today.
Our MailChimp integration with BOSS means seamlessly linking data with full access to MailChimp's tools, minus data upkeep headaches. Contacts in BOSS auto-sync to MailChimp, guaranteeing your campaigns hit the mark with a fresh, always-updated database.
BOSS offers an API key (upon request) allowing you to seamlessly connect and integrate any software systems with your BOSS database. By utilizing our API keys, you can harness the full power of BOSS while also enjoying the flexibility to connect with external and custom-made solutions.
Lead Generation
Simplify and expedite the mortgage referral process with Pinch Financial integrated with BOSS. With Pinch Financial innovative technology, you can complete full qualification in under 10 minutes. Elevate your service levels and close deals more efficiently with a faster, more streamlined experience for both you and your customers.
Integrating with third-party platforms, such as Facebook Leads, has never been easier. Our Zapier integration allows you to effortlessly ingest leads from Facebook directly into the BOSS platform. Skip the manual data entry and save valuable time by automating lead capture.
Preferred Partners
With its innovative digital closing solution integrated with BOSS, MyClosing allows you to provide your customers with a hassle-free and cost-effective closing experience. Easily send all forms and documentation to your customer-assigned lawyers, ensuring a smooth transition to the final step.
You are informed and updated on the status of the deal throughout the closing process, which allows you to manage and track progress effortlessly. Enjoy the convenience and efficiency of digital closings, save time and resources while delivering a superior customer experience.
*Available in limited provinces
Submit referrals to the Simplinsur sales team quickly and easily from BOSS. A dedicated professional sales representative will reach out to your customer to provide them with a competitive quote for home, property & auto insurance coverage* (not available in all provinces).
Enhance Client Value and Earn Additional Revenue with Simplinsur.
Our Partners
Unlock a World of Opportunities!
Are you a potential partner looking to connect your technology with our open platform?
Experience the power of collaboration and tap into the vast potential of our open platform. Connect your technology with ours today and unlock new avenues for success!
Gain access to the largest mortgage broker network in Canada, opening doors to new business opportunities and expanding your reach in the market.
Integrating your platform with ours is a breeze. Our dedicated team will be there with you every step of the way, ensuring a smooth and hassle-free integration experience.
We thrive on partnering with organizations that actively innovate. By connecting with our open platform, you can keep pace with the latest advancements in the mortgage industry, driving continuous growth and enhancing your competitive edge.