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LRM

Manage every lender relationship in one place

$19/month. BDM booking pages included.

Every BDM contact, follow-up reminder, and relationship note — organized for your whole team. Plus free booking pages so brokers can book calls with any BDM instantly.

The Problem

Your lender relationships live in your head

BDM contacts in your phone. Notes in a spreadsheet somewhere. Booking links buried in old emails. Follow-ups forgotten when deals get busy.

And when a broker on your team leaves — all of that relationship context walks out the door with them.

Current state for most brokers

BDM contactsPhone contacts
Submission notesSpreadsheet / memory
Booking linksBuried in old emails
Follow-up remindersDoesn't exist
Team visibilityNot shared

BDM Booking Page

SC

Sarah Chen

BDM — First National

Phone

416-555-0123

Territory

GTA + Hamilton

Book a call

Select a time that works for you

Mon 2pm

Tue 10am

Wed 3pm

Standout Feature

BDM booking pages — finally

Ever wonder why booking a call with your dentist is easier than booking a call with a BDM?

BDMs get a free public booking page on bips. Brokers can book a call in one click directly from the lender card — no back-and-forth, no phone tag, no digging for a link.

  • Free for BDMs — zero cost to set up a booking page
  • Brokers book directly from the lender card in LRM
  • Availability syncs with Google Calendar or Outlook
  • Works even if the BDM's lender doesn't use bips

Everything you need to manage lender relationships

Built for how brokers actually work with lenders.

BDM Directory

Every lender and BDM in one place — name, phone, email, and direct booking link. No more digging through your phone contacts.

BDM Booking Pages

BDMs get a free public booking page so brokers can book calls instantly — no back-and-forth emails, no phone tag.

Follow-up Reminders

Set reminders to check in with your BDMs. Never let a lender relationship go cold because life got busy.

Relationship Notes

Track what each BDM cares about — deal preferences, turnaround times, rate exception history. Knowledge that stays with your brokerage.

Mobile-Friendly

Pull up a BDM's contact and book a call from anywhere. Built for brokers who work from the field.

Team Shared

Everyone on your team sees the same lender contacts and notes. When a broker leaves, the relationships stay.

Bundle CRM + LRM for $39/month

Manage your clients and your lenders in one platform. Save $9/month versus subscribing separately.

CRM alone

$29/mo

LRM alone

$19/mo

CRM + LRM bundle

$39/mo

Join Waitlist
Team Value

Lender relationships that belong to your brokerage

Right now, if your top producer leaves, their BDM relationships — years of built trust, preferred contacts, exception history — leave with them.

With LRM, lender contacts and notes are shared across your team. Institutional knowledge stays where it belongs.

Shared lender directory

First NationalActive

BDM: Sarah Chen

Prefers deals over $400k, fast on insured

MCAPActive

BDM: James Park

Great for self-employed, flexible on GDS

RFAHold

BDM: Mike Torres

Currently backed up 3 weeks — hold off

Frequently asked questions

How much does bips LRM cost?

$19/month (CAD). BDM booking pages are free — any BDM can create a booking page at no cost to drive adoption.

Can I bundle LRM with the bips CRM?

Yes. CRM + LRM together is $39/month — saving $9/month compared to subscribing separately.

Do lenders need to use bips for this to work?

No. You can store any BDM's contact info and notes regardless of whether they use bips. If a BDM creates a free booking page on bips, you get a direct booking link — but the directory works either way.

When is LRM launching?

We're building it now. Join the waitlist and you'll be first to access it, plus get a discounted launch rate.

Why not just use my phone contacts?

Phone contacts have no notes, no follow-up reminders, no team sharing, and no booking links. When a colleague needs to contact a BDM, or when you need to remember that RFA prefers deals over $500k, phone contacts can't help. LRM can.

Be first to access LRM

Join the waitlist and get early access at a discounted launch rate.

$19/month. BDM booking pages free. CRM + LRM bundle $39/month.