Manage your clients and track your commissions.

Coconut is a web-based application designed by mortgage brokers, for mortgage brokers. Manage your clients and business, from single brokers to brokerage firms.

Coconut is web-based software, which means you can access it using your web browser from any computer with an internet connection 24 hours a day, 7 days a week. No software to download, no obligations and no contracts to sign. Cancel at any time.

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Testimonials

I haven't checked Coconut in a week, but I am glad I did. I have $400,000 renewal coming up next week. Go Coconut!
Jason Corrigan, LendingHand
I had a mild stroke when I thought I might loose coconut for a couple of days!
Bonnie Peterson, Oriana Financial

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Features

Reports

Collect, organize, present and plan.

Want to know how much money you or one of your brokers has closed in the first quarter or how much money you sent to certain lender in the last month? Well it is all in one place and exportable to excel. Coconut helps you collect information, organize it, and present it in a logical and concise form.

Referrals and Lenders

Keep tabs on your business network.

Business networking is a cost-effective method of generating new business. Keep track of who is sending you business and who you are referring your clients too. When you associate referrals and lenders to your deals and clients, you are tracking important information about your business network.

Reminders

Let Coconut remember for you.

Reminders help you keep on top of your mortgages and clients by displaying a weekly view of your reminders on the dashboard. For example: Allow coconut to remind you when a client has only 30 days left before their pre-approval expires or 120 days before their existing mortgage maturity.

Referral Appreciation Program

Earn recurring commission on Coconut referrals

Sign up and start referring Coconut to your friends and colleagues. If they sign up using your referral code, then you earn 20% of their monthly payment as a commission. You can read more about this earning potential if you sign up for a Coconut account.

Newsletters

67% of your customers will leave if you have no “Customer Contact Strategy”.

Use Coconut Newsletters to create newsletter campaigns and send them out to your clients. The live editor allows you to see your email as you build it. All the important stats like how many recipients opened, how many clicked a link and how many unsubscribed are all viewable. Even those new to email marketing can evaluate the results of their campaigns.

Import Clients from 3rd Party Applications

Save time on data input.

Coconut also allows you to import files downloaded from Filogix Expert® applicants into Coconut as clients. This is a big time saver, especially if you have your clients using the online mortgage applications provided in Filogix Expert®. Please note, Filogix Expert® is a registered trade-mark of Filogix Limited Partnership, Coconut is in no way associated with Filogix Limited Partnership or Filogix Expert®.

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Need Convincing?

Improve customer relationships

Customer relationships are your most valuable assets. In the battle to gain new customers, it is easy to overlook the value of existing customer relationships. Let Coconut help you attain this with automatic reminders and newsletters.

Know your business

Planning and forecasting are the cornerstones of every business (big or small). Do you know how much business you did last year or how much business you sent to your favorite real estate agent? Coconut promotes this type of information using reports and detailed deal data.

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Subscription price

Coconut is a subscription based service at a rate of $50/month. Your monthly payments are deducted automatically from your Paypal account or Credit Card (via Paypal). Once you sign up for your Coconut account you can use it free for 1 month with no obligations and no contracts to sign.

** The subscription rate allows up to 15 brokers. Please contact us regarding fees for additional brokers. The largest Coconut account currently has 11 brokers and they still only pay $50 per month.

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Sign up and try it 1 month free

Once you complete the form below and click the 'Create my Coconut account' button, you will receive a confirmation email with the subject 'Coconut Account Details'. This email will contain all the information you need to get started with your new Coconut account. Please allow up to 2 business days to receive your confirmation email.

Don't forget to reward your friends. They earn 20% of your subscription payment.

Frequently asked questions

What do I need to use Coconut?
Since Coconut is a web based application, you can use any modern web browser to access your account from any computer with an internet connection. Examples of modern web browsers include Internet Explorer 6+ and Firefox 1.5+.
How will I be billed?
Your first month is free. After that, your credit card or Paypal account will be billed monthly in the amount $50 Canadian.
What methods of payment do you accept?
We accept Paypal, Visa, Mastercard, American Express, and Discover. Credit Cards
Need Help?
Contact us by email or at 613.851.4159.

Review Terms of Service and create your account

Coconut is a monthly service. There is no long-term contract, and you may cancel at any time. Please review Terms of Service and Privacy Policy before you request a account be created for you.

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