For Canadian Mortgage Brokers

Close More Deals With Confidence

Unlock hidden opportunities in your client database. Get intelligent alerts to connect at the right moment to save your clients money, grow their wealth and win more deals.

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Jubilee mortgage savings dashboard showing $37,483 in potential client savings

Trusted by mortgage professionals across Canada

Choice Financial - Canadian mortgage brokerage using Jubilee software
Features

Everything You Need to Succeed

Our comprehensive platform provides all the tools you need to streamline your workflow, boost productivity, and achieve your goals.

Automatic Savings Discovery

One click to scan all lender products and instantly find savings opportunities for any mortgage. See exactly how much your clients can save.

Side-by-Side Comparison

Compare current vs new mortgage with detailed cost breakdowns including prepayment penalties, legal fees, cashback, and total savings over the term.

Maturing Mortgages Alerts

Track all client mortgages with maturity dates. Get notified when renewals are approaching so you can reach out proactively.

Professional Savings Reports

Generate beautiful PDF proposals showing clients their potential savings. Help them visualize the benefits of switching with clear, professional reports.

Mortgage Software Integration

Seamlessly sync your mortgage deals from your LOS and submit proposals directly with a single click.

Deal Pipeline Tracking

Track savings proposals from discovery to funded. Monitor Proposed, Submitted, and Declined deals all in one dashboard.

How It Works

Simple Process, Powerful Results

Simply upload past deals and we'll mine it and notify you with the best savings opportunities for your clients. Turn conversations into new deals for your business.

01

Import Your Mortgages

Sync your funded deals from your LOS or add mortgages manually with property address, lender, rate, term, and maturity details.

02

Find Savings Automatically

Jubilee scans thousands of lender products daily and identifies where your clients can save money by switching or renewing.

03

Share & Close

Generate professional savings proposals showing monthly savings, total benefit, and all fees. Submit directly to your LOS when ready.

Why Jubilee

The Competitive Edge Your Brokerage Needs

Stop leaving money on the table. Jubilee helps you identify and capture every savings opportunity in your client database.

Average $12,000+ Savings Per Client

Identify significant savings by comparing current rates against thousands of available products.

Complete Fee Transparency

Calculate prepayment penalties, 3-month interest, legal fees, discharge fees, and cashback repayment automatically.

Never Miss a Renewal

Maturity date tracking ensures you reach out to clients at the perfect time, before your competitors do.

Close Deals Faster

One-click proposal generation and LOS integration streamlines your workflow from discovery to funded.

Compare All Rate Types

Side-by-side comparison of Fixed, Variable, and Adjustable rates helps clients make informed decisions.

Show Total Benefit

Detailed breakdowns of monthly savings, remaining payments, insurance, and cashback over the full term.

Testimonials

Trusted by Canadian Mortgage Professionals

See how mortgage brokers across Canada are growing their business with Jubilee.

Jubilee has transformed how we manage client renewals. The savings discovery feature found over $180,000 in opportunities across our client base in the first month alone.

G

Greg Kalanjian

Principal Broker, Choice Financial

The side-by-side comparison reports are a game changer. Clients can see exactly what they'll save including all fees and penalties. It makes closing deals so much easier.

D

Dan Mizrahi

Mortgage Broker, Your Rate Guy

The Velocity integration saves us hours every week. We sync our funded deals and submit proposals without leaving Jubilee. It's streamlined our entire workflow.

J

Jennifer Park

Branch Manager, Mortgage Solutions Inc

Pricing

Simple, Transparent Pricing

Choose the plan that's right for your business. All plans include a 30-day risk-free trial.

Most Popular

Brokerage

$199/agent/month

Ideal for mortgage teams and small brokerages.

  • Up to 500 client mortgages
  • Automatic savings discovery
  • Prepayment penalty calculator
  • Professional savings reports
  • Velocity integration
  • Email support

Enterprise

Contact us

For large brokerages and mortgage companies.

  • Unlimited client mortgages
  • White-label savings reports
  • Advanced pipeline analytics
  • Full LOS integration suite
  • Dedicated account manager
  • Custom workflows & API access
FAQ

Frequently Asked Questions

Find answers to common questions about our platform.

Ready to Grow Your Mortgage Business?

Join hundreds of mortgage professionals who have increased their client retention and closed more deals with Jubilee.

30-day risk-free trial. Cancel anytime.