Homebips vs BluMortgage

bips vs BluMortgage: Mortgage CRM Comparison (2026)

Compare the bips CRM and BluMortgage on price, renewals, integrations and fit for solo brokers and small teams.

The short version

BluMortgage is a Canadian mortgage CRM built on Zoho, aimed at established brokerages that want deep configuration and submission-platform integrations.

The bips CRM is a flat $29 per month in Canadian dollars with unlimited contacts and no per-seat fees, and a 14-day trial with no card. It covers clients, deals, renewals, tasks, documents and email in one place, and imports a Filogix book or a CSV.

Side by side

Details for BluMortgage come from its public website as of October 2026. Check their site for current terms before you decide.

	bips CRM	BluMortgage
Price	$29/month, flat	Listed from about $99/month
Per-seat fees	None	See their site
Contacts	Unlimited	See their site
Free trial	14 days, no card	See their site
Renewal tracking	Yes, renewal dates and reminders	Yes, post-close and renewal campaigns
Email from client file	Yes	Yes, drip campaigns
Filogix book import	Yes, plus CSV	See their site
Native submission-platform sync (Finmo, Velocity, Scarlett)	Not claimed	Lists Velocity, Filogix Expert, Finmo and Scarlett
Client and partner portals, e-sign	Not claimed	See their site

Where BluMortgage is stronger

If you need native submission-platform sync, client portals or e-signing inside your CRM today, check whether BluMortgage covers your platform. bips does not claim those, and it is better to know that before you switch.

Where bips is stronger

Cost and simplicity. One flat price means adding an assistant or a second broker does not change your bill, and you can move your book in an afternoon from Filogix or a spreadsheet and start working the same day.

Common questions

Is bips cheaper than BluMortgage?

Yes. bips is a flat $29 per month with unlimited contacts. BluMortgage is listed from about $99 per month.

Does bips integrate with Velocity, Finmo or Scarlett?

bips does not claim native sync with those platforms. It imports a Filogix book and CSV files. If deep submission-platform integration is essential, check BluMortgage first.

Who should choose bips over BluMortgage?

Brokers who want a simple, ready-to-use CRM without Zoho-style configuration, at a flat low price.

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Try it on your own book

Import your clients and see whether it fits how you work.

Start the 14-day trial

No card required. $29/month after the trial.