The CRM for Canadian mortgage brokers.
Everything a solo broker or small team needs in one place: clients, deals, renewals, email, tasks and documents. Unlimited contacts, one flat price, no per-seat fees.
No card needed. View pricing
14-day trial, no card needed.
Bring your Filogix book with you.
Import your Filogix book directly, statuses and loan details included, or bring contacts in via CSV from any existing CRM or spreadsheet. No rekeying your clients one by one.
Everything you need to manage clients.
Built for mortgage brokers, not retrofitted from a generic CRM.
No caps, no per-contact fees. Add every client, referral partner, and lead.
Track every deal from lead to funded. See your pipeline at a glance.
Send, schedule and broadcast email to clients from their file. Replies come back to your own inbox.
Automatic reminders when mortgages are coming due, so no renewal slips past.
Track which documents you have and which you still need from clients.
Create tasks, set due dates, and stay on top of every deal.
Works on any device. Manage your pipeline from your phone.
Share contacts and deals with your team, with role-based permissions.
Add a teammate without adding a bill.
- Unlimited contacts, no per-contact fees
- No per-seat pricing to track as your team grows
- Role-based permissions to share contacts and deals
- Email, tasks, calendar and document checklists included
Most mortgage CRMs charge per seat, so a three-person team can pay over $300 a month before extras. bips CRM stays at $29.
Mortgage CRM pricing, side by side.
Mortgage CRMs commonly charge $99 to $150+ per month, often per user. bips CRM is a flat $29/month with unlimited contacts.
| CRM | Monthly cost | Per year | Contacts |
|---|---|---|---|
| bipsBest value | $29 | $348 | Unlimited |
| Broki | $99 | $1,188 | Per-seat |
| BluMortgage | $99+ | $1,188+ | Limited |
| Shape | $119+ | $1,428+ | Per-seat |
| BNTouch | $148+ | $1,776+ | Limited |
| Mortgage Automator | $149+ | $1,788+ | Limited |
| Jungo | $150+ | $1,800+ | Per-seat |
| Aidium | $150+ | $1,800+ | Per-seat |
Prices based on publicly available pricing as of March 2026 (Broki added October 2026). Per-seat and tiered pricing shown at base level, per user. Yearly figures are the monthly price times 12.
Questions about the CRM.
How much does client tracking cost with bips?
bips CRM is $29/month with a 14-day free trial. Unlimited contacts, no per-seat fees, no contact limits, no hidden charges.
Is there a free trial?
Yes. Every new CRM account gets a 14-day free trial. After that the CRM is $29/month and you can cancel anytime.
Can I import my contacts from another CRM?
Yes. Import your Filogix book directly, or bring contacts in 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. It also has team permissions, email from the client file and a Filogix import, all at one flat price.
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 co-borrowers. Generic CRMs require extensive customization to work for mortgage.
Is my data secure?
Yes. Client data is encrypted in transit and at rest, and access requires authenticated sign-in with multi-factor authentication support.
Try the CRM free for 14 days.
$29/month after your trial. Unlimited contacts. Cancel anytime.