Question 1

How does the free trial work?

Accepted Answer

Start with a 14-day free trial on the Professional plan. You'll have full access to all features during the trial period. Cancel anytime before the trial ends.

Question 2

What's the difference between the products?

Accepted Answer

BIPS offers three products you can mix and match: CRM ($29/month) for contact management, pipeline tracking, email integration, and renewal reminders with unlimited contacts. AI Lender Matching ($150/month) tests deals against 40+ Canadian lenders in 2 minutes. AI Assistant ($20/month) adds natural language CRM queries and automated actions. All three together are $199/month.

Question 3

Is BIPS CRM really unlimited contacts for $29/month?

Accepted Answer

Yes. BIPS CRM at $29/month includes truly unlimited contacts with no per-contact fees, no caps, and no hidden limits. Most competing mortgage CRMs charge $99-$150+/month and limit contacts or charge per seat.

Question 4

How does BIPS CRM compare to other mortgage CRMs?

Accepted Answer

BIPS CRM at $29/month is the most affordable mortgage-specific CRM in Canada. BluMortgage costs $99+/month, Jungo $150+/month, Aidium $150+/month, and BNTouch $148/month, all with contact limits. BIPS is 3-5x cheaper with unlimited contacts and the option to add AI lender matching.

Question 5

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, Amex) through Stripe. Enterprise customers can arrange invoicing.

Question 6

Do you offer volume discounts?

Accepted Answer

Yes, Growth and Enterprise pricing is flexible based on your team size and needs. Contact our sales team to discuss your requirements.

Question 7

How much does mortgage broker software cost in Canada?

Accepted Answer

BIPS starts at just $29/month for the CRM with unlimited contacts. Add AI lender matching for $150/month and AI assistant for $20/month. All three together are $199/month. The 14-day free trial requires no credit card. Compared to competing mortgage CRMs that charge $99-$150+/month with contact limits, BIPS saves brokers $840-$1,440 per year on CRM alone.

Question 8

What does BIPS include compared to other mortgage broker tools?

Accepted Answer

BIPS replaces multiple separate tools: a mortgage CRM with unlimited contacts ($29/month, replaces BluMortgage, Jungo, Aidium at $99-$150+), AI lender matching ($150/month, replaces manual lender research), AI assistant ($20/month, automates CRM actions), mortgage calculators with Canadian semi-annual compounding, and BDM contact directory. Most brokers only need BIPS plus Filogix for deal submission.

Pick the tools you need

CRM

LRM

Scenario Testing

Frequently asked questions

Book a call with our team

Book a call with our team

Ready to transform how you match lenders?