About
The renewal wave won’t be won by the busiest broker. It’ll be won by the most organized one.
Most Canadian brokers run a real business on a spreadsheet and a good memory. That was survivable when the book turned over slowly. With $900B in renewals moving through 2027, it isn’t anymore. We believe the broker who reaches out first keeps the client, and that the only way to reach out first, every time, is to stop doing it by hand.
The Mortgage Map is built around that belief: an AI-native operating system that runs the pipeline, the documents, and the renewal outreach so brokers can spend their time on the relationships only they can build.
How it started
Built from a real brokerage.
The Mortgage Map didn’t start in a lab. It started inside a working Ontario brokerage that was hitting the ceiling of what a spreadsheet and manual follow-up could do. The first version solved that brokerage’s own problem: see the whole book, work every renewal, and stop losing hours to document collection.
Jerome Trail’s growth from $60M in 2021 to $130M in 2025 in annual funded volume was the proof that the approach worked beyond one shop. Today 30 brokers across 12 brokerages run on the platform, with 100% retention since launch.
The team
Phil Obendorf
CEO
Jerome Trail
Founder & Strategic Advisor
Nick Tharrenos
Head of Sales
Christina Polishuk
Customer Success Manager
Built in Canada. Serving Ontario brokerages first.
See it on your own book.
30 minutes. We’ll show you what ReFi Maximizer flags inside a sample book, and what it would mean for yours. No slide deck unless you ask for one.
Book a 30-min demo →