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The brighter side of mortgages.

Orego is a CRM for Canadian mortgage brokers, with a Copilot that has read every file. Ask it what needs you today, or tell it what to chase. Nothing goes out until you approve it.

Get early accessSee how it works

Invite-only for now. Made in Canada.

Copilot
Ask Copilot anything

A sample conversation, with made-up clients.

Data kept in CanadaYour database and files live in Canadian data centres.
English and FrenchEvery screen, email and form, in both, from the start.
Consent on recordAsked once, kept with the file, honoured before any email.
Every action on the recordWho did what and when, including Copilot.

GOOD BROKERS DESERVE BETTER TOOLS

You help people move into their next chapter. Your software should help you move into yours. The tabs. The spreadsheets. The “just following up” emails. There’s a better way to hold it all together. More room for the work that matters. More room for you.
That’s the idea behind Orego

Built around the life of a mortgage file

From the first call to the renewal five years later. Everything about a client lives on their file, not in your inbox or a spreadsheet.

Overview

Your numbers, without the spreadsheet

Files approved, submitted and in progress, and what they're worth this month. Orego adds it up from your deals as they move, so the numbers are current whenever you look.

The Overview: approved, submitted and in-progress counts, a pipeline chart and this month's approvals.
Documents

Ask for the paperwork once

Tick what a client owes and send one link. They upload from their phone without making an account. You accept each document or send it back with a reason, and the file always shows what's still missing.

Before any request goes out, Orego checks the client's consent under Canada's anti-spam law and keeps the record with the file.

A deal's Documents tab: what the client still owes, what is waiting for review and what is accepted, with each document's status.
Deals

See what's holding each deal up

Every file with its stage, amount, closing date and progress. Open one for its documents, notes and tasks, and a timeline of who did what.

Active deals: each client with purpose, amount, owners, progress, stage and closing date.
Renewals

Get to your renewals before the bank does

Orego lists every mortgage coming up for renewal in the window you choose, 120 days by default, soonest first. Call while there's still time to shop the rate.

Renewals: six mortgages maturing in the next four months, with progress and maturity dates.
Orego's Active Deals screen on an iPhone.

On your phone

Your whole book, wherever the day takes you.

The same Orego on iPhone. Ask Copilot between showings, approve a request from the car, and see what's waiting before your first call.

  • Speak to Copilot instead of tapping through screens.
  • Every file, document and task, in your pocket.
  • The same approvals and the same record as the web.

Free tools

Canadian mortgage calculators that follow the actual rules.

Semi-annual compounding, the stress test, the down-payment tiers, insurer premiums and every province's transfer tax, checked against the published figures.

Mortgage paymentYour payment at any frequency, with insurance added when you put less than 20% down.OpenAffordabilityThe most you can borrow and spend, at the stress-test rate, with your debts.OpenStress testThe rate you must qualify at, the payment you're tested at, and the income it takes.OpenMortgage insuranceThe default insurance premium when you put less than 20% down, with the tax on it.OpenLand transfer taxThe tax to buy in Ontario, Toronto, BC, Quebec, Montreal, Manitoba, New Brunswick or PEI.Open
Plain-language mortgage guidesThe stress test · Down payments · Default insurance · GDS and TDS
Read the guides

YOUR BUSINESS, WITH ROOM TO GROW

For the people behind the possibilities.

The independent broker

Your relationships. Your reputation. A workspace that feels like an extension of you.

Make it yours

The growing team

Keep everyone looking at the same picture, with a clear place for the next step.

Move together

The next chapter

Build a book of business you can keep caring for, long after closing day.

Think long term

A few things you might be wondering.

Who is Orego built for?

Orego is being built for Canadian mortgage brokers and their teams, with English and Canadian French at its core.

Can I use Orego today?

Orego is currently invite-only. If you have a brokerage invitation, use Open Orego to sign in. Broader access and pricing will be shared as the product develops.

Are these real app screens?

Yes. The pictures on this page are Orego itself, filled with made-up clients. The Copilot conversation at the top is a sample: today Copilot answers questions about your files and adds tasks you approve, and sending document requests for you comes next.

Will it work on my phone?

Web and iPhone experiences are in development. Android and desktop apps are planned. This website works on both phone and desktop browsers.