Homebips vs Brokeredge

bips vs Brokeredge: Mortgage CRM Comparison (2026)

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

The short version

Brokeredge is a Canadian mortgage CRM aimed at independent brokers and small teams who want a straightforward out-of-the-box workflow.

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

	bips CRM	Brokeredge
Price	$29/month, flat	Not publicly listed
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, monitors renewals and refinance opportunities
Email from client file	Yes	See their site
Filogix book import	Yes, plus CSV	See their site
Native submission-platform sync (Finmo, Velocity, Scarlett)	Not claimed	Lists Finmo, Velocity, Scarlett and Filogix
Client and partner portals, e-sign	Not claimed	See their site

Where Brokeredge is stronger

If you need native submission-platform sync, client portals or e-signing inside your CRM today, check whether Brokeredge 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

How does bips pricing compare with Brokeredge?

Brokeredge does not publish its price, so check with them. bips is a flat $29 per month with unlimited contacts and a 14-day trial with no card.

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 native submission-platform sync is essential, check Brokeredge first.

Who should choose bips over Brokeredge?

Brokers who want a simple, ready-to-use CRM with the price stated up front: a flat $29 per month.

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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.