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bips vs Broki: Mortgage CRM Comparison (2026)

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

The short version

Broki is a Canadian mortgage CRM aimed at producing brokers and growing teams, with submission-platform sync and portals. It is priced per user.

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

	bips CRM	Broki
Price	$29/month, flat	Listed at $99 CAD/month per user (Ontario)
Per-seat fees	None	Priced per user
Contacts	Unlimited	See their site
Free trial	14 days, no card	14 days
Renewal tracking	Yes, renewal dates and reminders	Yes, renewal automation
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 and Velocity
Client and partner portals, e-sign	Not claimed	Lists client and partner portals and e-signing

Where Broki is stronger

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

Yes for most teams. bips is a flat $29 per month with no per-seat fees. Broki lists $99 CAD per user per month, so a three-person team pays more as it grows.

Does bips integrate with Finmo or Velocity?

bips does not claim native Finmo or Velocity sync. It imports a Filogix book and CSV files. If native sync is essential to you, check Broki first.

Who should choose bips over Broki?

Solo brokers and small teams who want renewals, tasks, documents and email in one place at a low flat 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.