Your clients
Everyone in one place.
Every client, lead, and referral partner. Their mortgage details, renewal dates, deal history, and notes. All of it, always one click away.
Sarah Chen
Purchase · $620k · Renewal Jan 2027
Marcus Obi
Refinance · $390k · Renewal Mar 2026
Priya Sharma
Lead · Referred by James R.
Tom Leclair
Purchase · $810k · Funded Apr 2024
In Review
Sarah C.
$620k
James T.
$415k
Submitted
Marcus O.
$390k
Approved
Priya S.
$810k
Linda K.
$525k
Your deals
See every deal at every stage.
Drag deals through your pipeline as they move. See at a glance what needs attention, what is waiting on the lender, and what is about to close.
Morning brief
Start each day already knowing what matters.
Every morning, bips sends you a brief. Who to follow up with. Which renewals are coming. What closed yesterday. You open your laptop knowing exactly where to start.
No other mortgage CRM does this.
Good morning, Alex
Monday, April 14
Follow ups
Renewals this month
Yesterday
Priya Sharma funded. $810,000.
Maple Mortgage Group
Your mortgage update
Hi Sarah, here is where your deal stands today.
Client journey
Your clients always know where they stand.
Send clients a branded progress tracker with your logo on it. They see exactly where their deal is, which cuts down on the "any updates?" calls and builds trust at the same time.
Pricing
Less than a tank of gas per month.
We keep our team lean and we run multiple product lines. That lets us price bips at $29/month while others charge $150+.
| CRM | Monthly | 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 early 2026.
Getting started takes minutes.
Switching CRMs
Bring your contacts over.
Export a CSV from BluMortgage, Jungo, Aidium, HubSpot, or a spreadsheet. Upload it. We map the fields. Most brokers are fully set up the same day.
First CRM ever
No experience needed.
You do not need a manual. Add a contact, create a deal, move it through your pipeline. That is it. Brokers who sign up without any CRM experience are usually logging deals within their first hour.
Common questions
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.
Can I see it before signing up?
Yes. Click "Demo" and you will be taken straight into a live dashboard so you can click around and see exactly how it works. No sign up required.
How easy is it to migrate from my current CRM?
Very easy. Export a CSV from your existing CRM (BluMortgage, Jungo, Aidium, HubSpot, spreadsheets), upload it to bips, and your contacts are in. We map common fields automatically. Most brokers are fully set up the same day.
Does bips replace my current mortgage CRM?
Yes. bips covers everything: contacts, pipeline, email, renewals, documents, and tasks. It also connects directly to lender matching, which no other CRM does.
What if I have never used a CRM before?
Good. You will not have bad habits to unlearn. bips is designed to be picked up in minutes. Most brokers who sign up without a CRM background say they were logging deals within their first hour.
Is my data secure?
Yes. bips uses enterprise-grade encryption, secure authentication, and Canadian data residency. Your client data is protected.