Own Your Customers.
Own the Funnel.

We’re BrokerBot: Canada’s client-retention and referral automation platform for mortgage brokers, real estate agents, appraisers, and insurance pros.

Our Mission

Help housing professionals turn relationships into lifetime revenue without spam, gimmicks, or rented attention. We believe:

Your brand should be the hero, not a portal’s.

Monthly value beats monthly noise.

Automation should sound human.

Data privacy and consent matter in Canada.

Proof & Impact

  • 29% retention vs 20% industry average
  • Break-even at ≈ four retained clients
  • 82% of homeowners want monthly value updates

What We Do

Home Values & Equity Estimates: Industry-leading sources, presented simply.

Marketing & Email Automation Expert-written journeys that work.

Referral Opportunities Build your local circle and grow together.



The People Behind The Platform

Meet the Team

We're a group of engineers, designers, and industry experts passionate about building tools that empower professionals to succeed.

Scott Larter
CEO

Scott brings over a decade of experience in the real estate and tech industries, recently serving as Vice President of Sales at Verisk Analytics (formerly Opta Information Intelligence). With Scott at the helm, BrokerBot continues to expand its presence in Canada’s dynamic real estate, lending, and insurance markets, helping professionals retain and grow their client bases through personalized, automated engagement.

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Chris Evans
CFO

As a Senior Vice President at Stillwater Capital, Chris is responsible for leading the business development strategy of the firm, which includes marketing, partnerships, and client advisory. With over 10 years of experience in Executive Advisory, Chris helps businesses and leaders, like BrokerBot, source capital, and strategically exit their businesses. Chris joined Stillwater Capital in October 2023, after a successful tenure as EVP of Marketing and Business Development at Eagle's Flight, a world leader in the development and delivery of powerful principle-based training programs.

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Kevin Dear
COO

Kevin Dear brings more than 28 years of leadership in financial services and fintech to BrokerBot. He began his career at TD, rising to Branch Manager before becoming Broker Owner of Origin Mortgages. In 2016, he played a pivotal role in the acquisition and transformation of Marlborough Stirling Canada Limited into Newton Connectivity Systems, where he became the Product Owner and VP of Broker Experience for Velocity, one of Canada's most widely adopted mortgage point-of-sale and submission platforms.

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Rebecca Briggs
Account Executive

Rebecca brings over a decade of experience working closely with individuals to achieve their goals and build strong client relationships. Known for her collaborative approach and focus on delivering value, she is passionate about helping professionals strengthen relationships, grow their business, and create meaningful, long-term client connections.

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Ready to keep your hard-won clients?

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