Best CRM for Mortgage Brokers in Canada (2026)
If you're a mortgage broker looking for a CRM, you need one built for your workflow — not a generic tool you have to customize for months. Here's how every mortgage-specific CRM in Canada compares.
Quick Comparison
| Mortgage CRM | Monthly Cost | Contacts | AI Assistant | Lender Matching Integration | |-------------|-------------|----------|-------------|---------------------------| | BIPS CRM | $29/month | Unlimited | $20/month add-on | Yes (optional $150/month) | | BluMortgage | $99+/month | Limited | No | No | | Jungo (Salesforce) | $150+/month | Per-seat | No | No | | Aidium (Whiteboard) | $150+/month | Per-seat | No | No | | BNTouch | $148/month | Limited | No | No | | Mortgage Automator | $149+/month | Per-seat | No | No | | Shape CRM | $119/month | Per-seat | No | No |
Why BIPS CRM Wins on Value
$29/month with Unlimited Contacts
Most mortgage CRMs charge $99-$150+ per month and either limit your contacts or charge per seat. BIPS CRM costs $29/month with truly unlimited contacts — no per-contact fees, no caps, no hidden charges.
Annual savings vs competitors:
- vs BluMortgage: Save $840+/year
- vs Jungo: Save $1,452+/year
- vs Aidium: Save $1,452+/year
- vs BNTouch: Save $1,428/year
Built for Mortgage Brokers
BIPS CRM isn't a generic CRM adapted for mortgages. It's purpose-built with:
- Pipeline tracking designed for mortgage deals: Lead → Pre-Approval → Application → Approval → Funded
- Renewal date tracking with automatic reminders — critical for the 2025-2026 renewal wave (2.2M mortgages renewing)
- Document checklist per deal — track what's collected and what's outstanding
- Email inbox integration — send and receive emails directly from client records
- Task management with calendar — never miss a follow-up
Optional AI Assistant ($20/month)
Add the AI assistant for $20/month (total $49/month) to get:
- Natural language CRM queries ("show me all leads closing this month")
- Automated follow-up proposals
- Smart contact insights
- AI-powered email drafting
No other mortgage CRM offers an AI assistant at any price.
Only CRM That Integrates with Lender Matching
BIPS is the only platform where your CRM and lender matching data live together. Add AI Lender Matching ($150/month) and when you match a deal, results automatically link to the client record. No copying data between tools.
The Problem with Other Mortgage CRMs
BluMortgage ($99+/month)
A solid Canadian mortgage CRM, but at $99+/month it costs over 3x more than BIPS. Limited contacts, no AI features, no lender matching integration.
Jungo ($150+/month)
Built on Salesforce, which means power but also complexity. $150+/month per seat, and you still need to customize it. No AI assistant, no lender matching.
Aidium / Whiteboard ($150+/month)
Per-seat pricing at $150+/month. Good for large teams but expensive for independent brokers. No AI features.
BNTouch ($148/month)
US-focused with some Canadian support. $148/month with contact limits. Not built specifically for the Canadian mortgage market.
Mortgage Automator ($149+/month)
Strong on automation but expensive at $149+/month per seat. Better suited for lenders than brokers.
Getting Started with BIPS CRM
- Sign up at bips.ca — 14-day free trial, no credit card
- Import your contacts (unlimited, no caps)
- Set up your pipeline stages
- Start tracking renewals and follow-ups
- Optionally add AI Assistant ($20/month) or AI Lender Matching ($150/month)
Bottom Line
If you're a Canadian mortgage broker looking for a CRM, BIPS at $29/month with unlimited contacts is the clear value leader. You save $840-$1,440/year compared to every other mortgage-specific CRM — and you get the option to add AI features no competitor offers.
Start your free trial at bips.ca