The best-value CRM for Canadian mortgage brokers
$29/month. Unlimited contacts.
Purpose-built for mortgage professionals. Track contacts, manage your pipeline, automate renewals, and close more deals -- all without breaking the bank.
See how bips stacks up
Every mortgage CRM side by side. Same features, a fraction of the price.
| CRM | Monthly Cost | Contacts | AI Assistant |
|---|---|---|---|
| bipsBest value | $29/mo | Unlimited | |
| BluMortgage | $99+/mo | Limited | |
| Shape | $119+/mo | Per-seat | |
| BNTouch | $148+/mo | Limited | |
| Mortgage Automator | $149+/mo | Limited | |
| Jungo | $150+/mo | Per-seat | |
| Aidium | $150+/mo | Per-seat |
Prices based on publicly available pricing as of March 2026. Per-seat and tiered pricing shown at base level.
Everything you need to manage clients
Built for mortgage brokers, not retrofitted from a generic CRM.
Unlimited Contacts
No caps, no per-contact fees. Add every client, referral partner, and lead.
Pipeline Tracking
Track every deal from lead to funded. See your pipeline at a glance.
Email Integration
Connect your email to log conversations automatically with contacts.
Renewal Reminders
Never miss a renewal. Automatic reminders when mortgages are coming due.
Document Checklists
Track which documents you have and which you still need from clients.
Task Management
Create tasks, set due dates, and stay on top of every deal.
Mobile-Friendly
Works on any device. Manage your pipeline from your phone.
Team Collaboration
Share contacts and deals with your team. Role-based permissions.
The only mortgage CRM with an AI assistant
Add the AI assistant for just $20/month and get help with client communication, deal analysis, and daily workflow. No other mortgage-specific CRM offers AI capabilities.
- Ask questions about your pipeline in natural language
- Get AI-drafted responses for client emails
- Summarize deal details and next steps
- Surface renewal opportunities automatically
AI Assistant
You
“Which clients have renewals coming up in the next 90 days?”
AI Assistant
You have 7 clients with renewals in the next 90 days, totalling $3.2M in mortgage volume. I've sorted them by renewal date. Want me to draft outreach emails?
Purchase
$620,000
Down Payment
20%
Top Matches for Sarah
The only CRM connected to lender matching
Your client data and lender matching live in one platform. Run a lender match directly from a contact record -- no switching tools, no re-entering data.
- Match clients to 40+ Canadian lenders from their contact record
- Deal details flow from CRM to lender matching automatically
- Save match results alongside client history
- One platform for contacts, deals, and lender matching
Save $840 - $1,440 per year
Other mortgage CRMs charge $99 to $150+ per month. bips gives you the same features for $29/month. That's money back in your pocket every single month.
bips CRM
$348
/year
vs BluMortgage
$1,188+
/year
vs Jungo
$1,800+
/year
vs Aidium
$1,800+
/year
Frequently asked questions
Common questions about bips CRM for mortgage brokers.
How much does bips CRM cost?
$29/month (CAD) with unlimited contacts. No per-seat fees, no contact limits, no hidden charges. Add the AI assistant for an additional $20/month.
Is there a free trial?
Yes. Start with a free trial to explore all CRM features. No credit card required.
Can I import my contacts from another CRM?
Yes. You can import contacts via CSV from any existing CRM or spreadsheet.
Does bips replace my current mortgage CRM?
Yes. bips CRM includes all the features you need: contacts, pipeline, email, renewals, documents, and tasks. Plus it connects to lender matching -- something no other CRM offers.
What makes bips different from generic CRMs like HubSpot?
bips is purpose-built for mortgage brokers. It understands mortgage stages, renewal dates, document requirements, and connects directly to lender matching. Generic CRMs require extensive customization to work for mortgage.
Is my data secure?
Yes. bips uses enterprise-grade encryption, secure authentication, and Canadian data residency. Your client data is protected with the same standards as major financial institutions.
Start your free trial today
$29/month after trial. Unlimited contacts. Cancel anytime.
Join Canadian mortgage brokers who switched to bips and saved $840+/year.