How does bips compare to BluMortgage, Jungo, or Aidium?

All four track clients, pipeline, and renewals. BluMortgage ($99+/month), Jungo ($150+/month), and Aidium ($150+/month) charge for that on its own. bips CRM is $29/month and adds the thing none of them do: testing a specific borrower scenario against 40+ Canadian lenders and returning which ones will approve it.

Does bips have unlimited contacts?

Yes. bips CRM includes unlimited contacts, with no per-contact or per-seat fees and no caps.

Does bips client tracking work on mobile?

Yes. bips is fully mobile-friendly and works on any device with a web browser. Access your contacts, pipeline, and tasks from your phone, tablet, or desktop.

Can I run a lender match from a client record?

Yes. In bips the client record and the placement engine are the same tool, so a deal can be matched against 40+ Canadian lenders without exporting it or switching applications.

bips CRM

The CRM for Canadian mortgage brokers, at $29/month

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.

Start your 14-day free trial View pricing

$29/month. Unlimited contacts. 14-day free trial.

Switching is easy

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.

Start your free trial

What you get

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 from the client file

Send, schedule and broadcast email to clients from their file. Replies come back to your own inbox.

Renewal reminders

Automatic reminders when mortgages are coming due, so no renewal slips past.

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.

Works on your phone

Works on any device. Manage your pipeline from your phone.

Team collaboration

Share contacts and deals with your team, with role-based permissions.

Integrated

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

Placement Engine

Free for your first 3 placements, then $150/month for unlimited.

The Placement Engine is a separate subscription. Use the CRM on its own, or add placements when you need them.

See the Placement Engine

Compare

Stop paying for a CRM that cannot place a deal

Standalone mortgage CRMs charge $99 to $150+ per month to store your clients. bips CRM is $29/month, connected to the harder question: which of 40+ Canadian lenders will approve this file.

bipsBest value
$29/mo
$348/year · Unlimited contacts · Lender matching
BluMortgage
$99+/mo
$1,188+/year · Limited contacts · No lender matching
Shape
$119+/mo
$1,428+/year · Per-seat contacts · No lender matching
BNTouch
$148+/mo
$1,776+/year · Limited contacts · No lender matching
Mortgage Automator
$149+/mo
$1,788+/year · Limited contacts · No lender matching
Jungo
$150+/mo
$1,800+/year · Per-seat contacts · No lender matching
Aidium
$150+/mo
$1,800+/year · Per-seat contacts · No lender matching

CRM	Monthly cost	Per year	Contacts
bipsBest value	$29/mo	$348	Unlimited
BluMortgage	$99+/mo	$1,188+	Limited
Shape	$119+/mo	$1,428+	Per-seat
BNTouch	$148+/mo	$1,776+	Limited
Mortgage Automator	$149+/mo	$1,788+	Limited
Jungo	$150+/mo	$1,800+	Per-seat
Aidium	$150+/mo	$1,800+	Per-seat

Prices based on publicly available pricing as of March 2026. Per-seat and tiered pricing shown at base level, per user. Yearly figures are the monthly price times 12.

Frequently asked questions

Common questions about bips CRM for mortgage brokers.

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. It is a separate subscription from the Placement Engine, which is free for your first 3 placements, then $150/month for unlimited placements.

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. Plus it connects to lender matching, which 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. Client data is encrypted in transit and at rest, and access requires authenticated sign-in with multi-factor authentication support.

Mortgage broker CRM CRM pricing CRM buying checklist Mortgage renewal tracking

Try the CRM free for 14 days

$29/month after your trial. Unlimited contacts. Cancel anytime.

Start your 14-day free trial View pricing

Your first 3 placements are free too.