Broker PlusTrust Center

Subprocessors

Trusted third parties that support our services and may process customer data as part of their function.

AWS

Cloud infrastructure and hosting for applications, databases, and services. Provides compute, storage, networking, and other foundational cloud services. PII Data Includes: Personal Identifiers, Contact Information, Government Identifiers, Financial Information, Digital Identifiers, Authentication Data

Canada
GCP

Cloud infrastructure and hosting platform. Provides compute resources, databases, storage, and managed cloud services.

No location specified
GitHub

Source code repository and version control platform. Stores proprietary code, development workflows, and technical documentation.

No location specified
Stripe

Payment processing and financial infrastructure. Handles online payments, billing, and financial transactions.

No location specified
Anthropic

Claude API powers document classification, data extraction, email draft generation, and the deal automation agent system.

No location specified
Unipile

Email integration provider (CASA Tier 2 certified). Connects broker email accounts (Gmail/Outlook) for sync, classification, and sending via OAuth.

No location specified
ComplyCube

ComplyCube provides a cloud-based Identity Verification (IDV), Anti-Money Laundering (AML), and Know Your Customer (KYC) compliance platform. Capabilities include automated identity document verification, biometric facial recognition with liveness detection, global sanctions and PEP (Politically Exposed Persons) screening, and multi-bureau background checks to streamline secure user onboarding and prevent fraud.

No location specified
Railway

Hosts all production services (web, API, workers, portal), PostgreSQL database, and Redis. All application data flows through Railway infrastructure.

No location specified
Resend

Resend provides a developer-focused email API platform designed for building, testing, and delivering transactional and marketing messages. Capabilities include programmable email routing, React-based email templates, real-time delivery analytics, and webhook integrations.

No location specified
RingCentral

RingCentral provides a cloud-based unified communications (UCaaS) and contact center (CCaaS) platform. Capabilities include enterprise VoIP telephony, high-definition video conferencing, cross-device team messaging, and AI-powered conversation intelligence (such as automated call routing, live transcriptions, and interaction analytics) to streamline internal collaboration and customer communications.

No location specified
Sentry

Application monitoring and error tracking. Captures and analyzes software errors, performance issues, and debugging data.

No location specified
OpenRouter

AI model routing API used for streaming email draft rewriting via Cerebras models.

No location specified
Sun Life

Sun Life provides enterprise financial services, specializing in group insurance and employee benefits administration. Capabilities include managing corporate retirement savings programs, underwriting life and health insurance policies, and processing employee medical claims.

No location specified
Coalition

Coalition provides active cyber insurance and automated cybersecurity monitoring solutions. Capabilities include continuous external vulnerability scanning, automated risk assessments, and dedicated incident response services to underwrite policies and proactively mitigate digital risks.

No location specified
Marsh

Marsh provides global insurance broking and enterprise risk management advisory services. Capabilities include negotiating corporate insurance policies, assessing cyber and operational risks, and structuring employee health and benefits programs.

No location specified
Houski

Houski provides an independent Canadian property data platform and API. Capabilities include real-time address validation and standardization, automated valuation models (AVMs), detailed property characteristics, historical permit tracking, and neighborhood demographic intelligence, operating independently of traditional MLS systems.

No location specified
Finmo

Finmo provides a cloud-based digital mortgage origination platform designed for Canadian mortgage brokers and professionals. Capabilities include a secure borrower portal for digital applications, automated document collection and tracking (Smart Docs), integrated lending guidelines, and centralized deal management for streamlined submissions to lenders.

No location specified
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