The operations platform built around your process.

It's Tuesday.A client calls.How your brokeragehandles this momentis everything.

The call started.

Stay in the conversation.
Your process is already in motion.

The client's story
became a file.

Every detail held.
Nothing left to remember.

Before you hang up, the notes were already written.

15 seconds.

The call ended.

The relationship just started.

Your pipeline
moved itself.

Emails sent.
Reminders set.
File in motion.

You did nothing.

Your process did
everything.

You sent a link.

They uploaded
from their phone.
No app. No account.

Encrypted · Hosted in Canada · Link expires in 7 days

GDS 28.4%.
TDS 41.2%.
Risk 87/100.

Ready to submit.

Funded.

That call on Tuesday
became someone's home.

📞
Sarah M. — Oakville, ON
CallSmart · Live · 2:48 PM
Live
WorkflowCRMLive
New Lead
Application
Submitted
Approved
DealCheck — Document PortalSecure
🔗
upload.kima.ca/sarah-m-refi
No app required · Expires in 7 days
0 sec
avg. note time
0+
calls processed
0+
deals managed
0
one platform

Funding isn't the end..

It's the start of the next conversation.

One client.
Years of conversations.

  • Renewal conversations— never miss the right time to reconnect.
  • Referral relationships— know who grows your business.
  • Equity opportunities— when the market changes, you'll know who to call.

Every brokerage
has a process.

Kima makes it repeatable.

One platform.
Every stage connected.

Every conversation, document, workflow, and opportunity lives in one place, so nothing gets lost between systems.

Conversations

Every interaction becomes context for the next.

Every call becomes a complete client record — automatically, while you stay in the conversation.

Workflows

Every deal keeps moving without chasing.

Your process runs every deal. Emails sent, reminders set, the file in motion — without you managing it.

Opportunities

Every client relationship continues after funding.

Renewals, referrals, and equity opportunities surfaced when the time is right.

Every Tuesday
should feel like this.

Your process. Working for you.

Data hosted in Canada · PIPEDA compliant

KimaFlow

Built around your process.

No retraining. No process overhaul.

Your operation stays intact. We build around it, not the other way around.

Book a Strategy Session
Your existing tools stay.
Velocity, Filogix, Salesforce — already connected. No rip-and-replace. No re-entering data.
Your brand. Your client relationships.
Brokers see your portal. Clients remember your name. Kima stays invisible.
Principals see everything. Agents see their book.
No shared logins, no open access, no information leaks. Compliance-ready by default.
Every decision is defensible.
Every action timestamped and logged. Ready for a compliance review before you're asked for one.