Every night, Engage re-reads your entire client book against that day's rates — and every morning it hands you a ranked call list: who's coming up for renewal, who can save thousands by switching, and what each conversation is worth in dollars. You just pick up the phone.
No credit card · Read-only connection to your CRM · Built in Canada by Treadstone — Canada's first broker fulfillment service, since 2015
Melissa Tran · 5-yr fixed · 4.84%
Renewal in 62 days — rate gap 0.65%
$6,120
per year
Jordan Ahmadi · 5-yr fixed · 5.34%
Switch & save — savings beat the penalty 14×
$4,380
per year
Priyanka Rao · 3-yr fixed · 5.09%
Renewal in 94 days — lender letter likely sent
$3,940
per year
Marc & Julie Gagnon · Variable · P−0.9
Watchlist — profitable if rates drop 0.25%
Watching
rate-drop alert on
5,000+
brokers served by Treadstone
$85B+
funded through the platform
2015
Canada's first broker fulfillment service
🇨🇦
Canadian-built · PIPEDA-aligned
A Canadian broker's best prospects aren't strangers — they're the clients already in the book. But nobody has time to re-underwrite hundreds of files by hand every week, so the renewals and switch-and-save deals slip away quietly, one retention letter at a time.
01
The lender's retention letter lands about six months out — polished, personal, and right on time. With roughly 60% of Canadian mortgages renewing by the end of 2026, whoever calls first wins. If that isn't you, you're invisible.
02
Rates move every week. Somewhere in your book right now, a client's switch-and-save math — penalty included — just turned profitable. Without re-pricing every file constantly, you have no way of knowing which one.
03
Reviewing files, running penalty math, writing a genuinely personal email — that's hours per client. So it doesn't happen, the book goes cold, and this month's income depends on new leads you have to pay for.
One 10-minute connection, then every day starts with a ranked call list. Here's a night in the life of your book.
A read-only sync with Finmo, Velocity or Scarlett pulls in every client — rates, terms, renewal dates. No migration, no data entry, and Engage never writes anything back to your CRM.
Book synced — 212 clients live in Engage
Rates, terms and renewal dates imported. Nothing is ever written back.
14 clients worth a call — ranked and priced
While you sleep, Opportunity Radar re-prices every file against that night's rates — renewal windows, rate gaps, prepayment-penalty math — and ranks every client by what a phone call is actually worth in dollars.
The Daily Digest lands with who to call, in what order, and the dollar reason why. Every name carries an AI Call Prep brief and a one-click email drafted in your voice — each draft simply waits in your queue until you review it and hit send.
Daily Digest — Thursday 7:30 AM
Melissa Tran
Renewal in 62 days · saves $6,120/yr
Jordan Ahmadi
Switch & save · $4,380/yr
Email drafted in your voice — waiting for your review before it goes anywhere
You call first, with sharper math and a real number on the table. The client saves thousands, the renewal funds under your name — and tonight, Radar starts again.
Renewal won — funded with you
Melissa Tran · saves $6,120 a year
The bank's retention letter arrived Thursday. Too late.
Connected by Friday. Calling by Monday morning.
Sign up freeSix tools, one job: turn the client book you already own into this month's income — without adding a single hour of admin.
Radar scores every client, every night — renewal windows, rate gaps, penalty math — and attaches a real dollar figure to each opportunity. No guessing, no spreadsheets: your highest-value call is always sitting at the top of the list, with the reason why beside it.
Every bar is a client, a reason to call, and a number you can say out loud.
Click a client, get a one-page brief: file history, current rate, savings math, talking points. Walk into every call already ahead of the bank's retention desk.
One click drafts a personalized email in your voice — the client's numbers, their situation, your sign-off. Every draft waits in your queue; you review it and decide what goes out.
Not profitable to switch today? Watchlist it. The day the math turns in your client's favour, Engage moves them onto your call list and tells you exactly why.
One morning email with everything new: fresh opportunities, watchlist triggers, upcoming renewals. Read it with your coffee — know your whole day by 7:35.
Automated, branded monthly savings reports go to clients under your name — co-brandable with referral partners. They see the value you're watching for, and stay loyal between deals.
No dashboards to babysit, no new CRM to learn. If you can read an email and make a phone call, you can run Engage. That's the whole point.
Engage's newest capability lets Canadian mortgage brokers and agents underwrite files in a fraction of the time and cost of an in-house underwriter — income and document review, condition-ready packaging, and lender-fit checks, built around Canadian guidelines.
A structured underwriting summary, ready for your review — in the time it takes to pour a coffee.
Every opportunity Radar surfaces is a real conversation with a real dollar figure attached. A client saves thousands; you fund the deal that was about to walk back to the bank. That trade repeats all year.
40%
growth seen by brokers running their book on Engage
$1,000s
in verified client savings attached to each opportunity — real reasons to call
Hours
of file review, penalty math and email writing handed to the AI every week
0
new admin. Radar ranks, AI drafts, you review and call. Nothing else changes.
Example: Melissa's renewal is 62 days out. Radar flags a 0.65% gap — $6,120/yr in her pocket if she switches, even after the penalty. You call Tuesday morning with the brief in hand. She was never going to shop around on her own. Now she doesn't have to.
Founding brokers get the entire platform — unlimited clients, every feature, nothing gated — and keep it free for life. No trials, no tiers, no invoice hiding around the corner.
Everything included — at any book size
$0/month
Free for founding brokers
Opportunity Radar — nightly scan of every client
Ranked morning call list with the "why" behind each name
AI Call Prep briefs before every conversation
AI Outreach drafts — you review every email before it goes out
Monthly client reports, co-brandable with referral partners
Team pipeline view — add users at no extra cost
Read-only connection · PIPEDA-aligned
Support from a real success rep, not a ticket queue
Unlimited clients · no credit card · a household counts once — co-borrowers aren't double-counted
Rolling Engage out house-wide?
For multi-broker teams and networks, the founding offer covers every desk in the house — free for each broker — plus the rollout support to make it stick.
Free for every broker in the house
White-label client reports
Rollout & training for the whole team
Dedicated success manager
The math is simple. One funded deal is worth roughly $2,500+ in commission. Engage costs you $0. The first deal it surfaces from the book you already own is pure upside — and so is every deal after that.
Really free: $0, unlimited clients, and the entire platform — Radar, call prep, outreach, reports, team view — with no credit card anywhere in signup. Treadstone is building Engage with Canada's sharpest brokers, and would rather have the first 500 inside the product shaping it than behind a paywall. The only ask is honest feedback.
One day, new customers will likely pay. Founding brokers won't: if you're among the first 500, your account stays free for life, at any book size. That's the entire point of getting in early.
Engage connects to your CRM read-only — it can see your book but never change it. Every client-facing email is drafted for you and held for your review; you decide what goes out and when. Data is handled in line with PIPEDA, and if you ever disconnect, your data leaves with you.
Still free. 500 clients or 10,000 — a household counts once, co-borrowers aren't double-counted, and archived contacts don't count against anything either. A bigger book just gives Radar more places to find your next deal.
Fulfillment is Treadstone's done-for-you human team that processes and packages your deals end to end. Engage is software: an AI growth engine that works your existing book and, with AI Underwriting, reviews files in minutes. Many brokers run both — Engage finds the deal, fulfillment closes it. Learn about fulfillment →
Create your account in minutes, connect your book read-only, and see what Opportunity Radar finds tonight — free, as one of the first 500 founding brokers.
Free for founding brokers · No credit card · Read-only connection · Built in Canada
