Client tracking for Canadian mortgage brokers, included
Included with every bips plan. Unlimited contacts.
Purpose-built for mortgage professionals. Track contacts, manage your pipeline, and automate renewals, in the same tool that tells you which lender will approve the deal. Not a separate subscription.
See how bips stacks up
Every mortgage CRM side by side. Same features, a fraction of the price.
| CRM | Monthly Cost | Contacts | Lender matching |
|---|---|---|---|
| bipsBest value | Included/mo | Unlimited | |
| BluMortgage | $99+/mo | Limited | |
| Shape | $119+/mo | Per-seat | |
| BNTouch | $148+/mo | Limited | |
| Mortgage Automator | $149+/mo | Limited | |
| Jungo | $150+/mo | Per-seat | |
| Aidium | $150+/mo | Per-seat |
Prices based on publicly available pricing as of March 2026. Per-seat and tiered pricing shown at base level.
Everything you need to manage clients
Built for mortgage brokers, not retrofitted from a generic CRM.
Unlimited Contacts
No caps, no per-contact fees. Add every client, referral partner, and lead.
Pipeline Tracking
Track every deal from lead to funded. See your pipeline at a glance.
Email Integration
Connect your email to log conversations automatically with contacts.
Renewal Reminders
Never miss a renewal. Automatic reminders when mortgages are coming due.
Document Checklists
Track which documents you have and which you still need from clients.
Task Management
Create tasks, set due dates, and stay on top of every deal.
Mobile-Friendly
Works on any device. Manage your pipeline from your phone.
Team Collaboration
Share contacts and deals with your team. Role-based permissions.
Purchase
$620,000
Down Payment
20%
Top Matches for Sarah
The only CRM connected to lender matching
Your client data and lender matching live in one platform. Run a lender match directly from a contact record -- no switching tools, no re-entering data.
- Match clients to 40+ Canadian lenders from their contact record
- Deal details flow from CRM to lender matching automatically
- Save match results alongside client history
- One platform for contacts, deals, and lender matching
Stop paying for a CRM that cannot place a deal
Standalone mortgage CRMs charge $99 to $150+ per month to store your clients. bips includes client and deal tracking with every plan and spends its actual effort on the harder question: which of 40+ Canadian lenders will approve this file.
bips
Included
every plan
vs BluMortgage
$1,188+
/year
vs Jungo
$1,800+
/year
vs Aidium
$1,800+
/year
Frequently asked questions
Common questions about bips CRM for mortgage brokers.
How much does client tracking cost with bips?
Nothing extra. Client and deal tracking is included with every bips plan, including the free one, with unlimited contacts. No per-seat fees, no contact limits, no hidden charges. bips itself is free for your first 3 placements, then $150/month for unlimited placements.
Is it free to start?
Yes. Your first 3 placements are free. No credit card required.
Can I import my contacts from another CRM?
Yes. You can import contacts via CSV from any existing CRM or spreadsheet.
Does bips replace my current mortgage CRM?
Yes. bips CRM includes all the features you need: contacts, pipeline, email, renewals, documents, and tasks. Plus it connects to lender matching -- something no other CRM offers.
What makes bips different from generic CRMs like HubSpot?
bips is purpose-built for mortgage brokers. It understands mortgage stages, renewal dates, document requirements, and connects directly to lender matching. Generic CRMs require extensive customization to work for mortgage.
Is my data secure?
Yes. bips uses enterprise-grade encryption, secure authentication, and Canadian data residency. Your client data is protected with the same standards as major financial institutions.
Get started today
Included with every plan. Unlimited contacts. Cancel anytime.
Your first 3 placements are free, and client tracking never costs extra.