What you do, and how bips helps

Get clients in

Leads, imports and your book.

• A lead comes in from Facebook or my website

  Send leads from Facebook Lead Ads and web forms straight into the CRM. CRM

  I do this
  See how it works

  Connect a Zapier webhook so new leads arrive as clients, with the lead source recorded.

  1. 1Open CRM settings
  2. 2Copy your webhook URL
  3. 3Point your Zapier step at it

  In the app: CRM, Settings

  Open this feature

• My applications are already in Finmo or Velocity

  Bring deals and clients from Finmo or Velocity into the CRM. CRM

  I do this
  See how it works

  Connect with an API key and your applications appear without retyping. Scarlett DOS connects through Zapier.

  1. 1Open CRM settings
  2. 2Go to integrations
  3. 3Add your API key

  In the app: CRM, Settings

  Open this feature

• I am switching from another CRM

  Bring clients in from a CSV or your old CRM. CRM

  I do this
  See how it works

  Step-by-step guides cover each source system, including Filogix, so a new broker can start with their full book.

  1. 1Open the import guide
  2. 2Pick your source system
  3. 3Follow the steps and upload your file

  In the app: CRM, Import guide

  Open this feature

• I look for who to call in my book

  Search, filter, sort and tag your whole client book. CRM

  I do this
  See how it works

  Choose which columns you see, save the views you use often, and apply tags or changes to many clients at once.

  1. 1Open Clients
  2. 2Search or filter the list
  3. 3Pick your columns and save the view
  4. 4Select several clients to tag or update them together

  In the app: CRM, Clients

  Open this feature

• I sort my book my own way

  Label clients your own way and apply it in bulk. CRM

  I do this
  See how it works

  Define your own client statuses, tags and groups, then apply them to many clients at once.

  1. 1Open CRM settings
  2. 2Create statuses, tags or groups
  3. 3Apply them from the client list

  In the app: CRM, Settings

  Open this feature

Prepare the file

Capture the borrower and run the numbers.

• I open a client to see where they stand

  Everything about one client on one screen. CRM

  I do this
  See how it works

  Open a client to see their tasks and next steps, their properties and deals, and a profile with income, credit and co-borrowers.

  1. 1Open a client from the list
  2. 2Review next steps on the overview
  3. 3Switch to Properties and deals or Profile

  In the app: CRM, Clients, open a client

  Open this feature

• I record income, credit and co-borrowers

  Record co-borrowers, income sources and credit details on the client. CRM

  I do this
  See how it works

  The details a deal needs are stored on the client, so you enter them once and reuse them on each deal.

  1. 1Open a client
  2. 2Go to the Profile tab
  3. 3Add co-borrowers, income and credit details

  In the app: CRM, Clients, Profile tab

  Open this feature

• I log a client's property

  Track each client's properties and keep photos with them. CRM

  I do this
  See how it works

  Properties sit on the client file next to their mortgages and deals.

  1. 1Open a client
  2. 2Go to Properties and deals
  3. 3Add a property and upload images

  In the app: CRM, Clients, Properties and deals

  Open this feature

• I run the numbers on a file

  17 calculators built for broker files. Calculators

  I do this
  See how it works

  Payment, interest-only, affordability, stress test, re-amortization, early renewal, blend and extend, debt consolidation, CMHC premium, LTV and equity, penalty (IRD vs three months), land transfer tax, closing costs, commission, renewal date, GDS and TDS across A, B and private, and compounding.

  1. 1Open Calculators
  2. 2Pick the one you need
  3. 3Enter the numbers

  In the app: Calculators

  Open this feature

Place the deal

Find the right lender, product and person.

• I describe the borrower's scenario

  Enter a borrower scenario, or dictate it. Placement engine

  I do this
  See how it works

  Enter the borrower, income, property, down payment and mortgage details. Voice dictation is cleaned up for you, and you can save defaults to prefill the form.

  1. 1Open Placement
  2. 2Type or dictate the scenario
  3. 3Review the fields and run it

  In the app: Placement

  Open this feature

• I need to know which lender will approve this

  See which lenders and products fit the scenario, with reasons. Placement engine

  I do this
  See how it works

  Results show the lenders and products that fit and the reasons, so you place the deal with the right one first.

  1. 1Run a scenario
  2. 2Review matches and the reasons
  3. 3Contact a BDM, share or save the deal

  In the app: Placement

  Open this feature

• I compare products across lenders

  Compare lender mortgage products side by side. Placement engine

  I do this
  See how it works

  Line up products across lenders, and read the weekly lender product review notes.

  1. 1Open Products
  2. 2Pick products to compare

  In the app: Products

  Open this feature

• I call the lender's BDM

  Reach a lender's BDM about the scenario without leaving the results. Placement engine

  I do this
  See how it works

  Go from a match straight to the person who can help.

  1. 1Run a scenario
  2. 2Pick a matched lender
  3. 3Contact the BDM

  In the app: Placement

  Open this feature

• I need an appraiser for a property

  Find and save appraisers by area on a map. LRM

  I do this
  See how it works

  Search a map for appraisers who cover the property, save the ones you trust, and suggest others.

  1. 1Open Appraisers
  2. 2Search the map by area
  3. 3Save an appraiser or suggest a new one

  In the app: LRM, Appraisers

  Open this feature

• I am ready to work the deal

  Turn a scenario into an active deal. Placement engine

  I do this
  See how it works

  Keep working the file from Active Deals instead of re-entering it.

  1. 1Run a scenario
  2. 2Save it as a deal
  3. 3Track it through its stages

  In the app: Placement, then Active Deals

  Open this feature

Work the deal

Keep every file moving to funding.

• I check where every deal stands

  See every deal by stage, as a board or a list. CRM

  I do this
  See how it works

  Filter by dates, priority, lender and amount, and sort on the same fields.

  1. 1Open Deals
  2. 2Switch between board and list
  3. 3Filter and sort to the deals that matter today

  In the app: CRM, Deals

  Open this feature

• I update one deal

  Applicants, lender status, rate, closing date and credit on one deal. CRM

  I do this
  See how it works

  Open a deal to track where each lender stands and keep the key numbers together.

  1. 1Open a deal from the pipeline
  2. 2Update applicants, rate and closing info
  3. 3Track each lender's status

  In the app: CRM, Deals, open a deal

  Open this feature

• I need to remember what is due

  Create tasks with due dates and priority against a client or deal. CRM

  I do this
  See how it works

  Tasks are grouped as Overdue, Today, Tomorrow, This Week, Later and No Due Date, so the list answers what to do next.

  1. 1Open Activity
  2. 2Add a task and link a client or deal
  3. 3Set a due date and priority
  4. 4Tick it off when done

  In the app: CRM, Activity, Tasks

  Open this feature

• I plan my week

  Renewals, closings, tasks and key dates on one calendar. CRM

  I do this
  See how it works

  The calendar also shows Bank of Canada decision dates and industry events. Toggle each type on or off.

  1. 1Open Calendar
  2. 2Toggle the date types you want
  3. 3Click an item to open its client or deal

  In the app: CRM, Calendar

  Open this feature

• I do not want a deal to sit

  Get a flag when a deal sits too long. CRM

  I do this
  See how it works

  You choose how long a deal can stay in a stage before it is flagged.

  1. 1Open CRM settings
  2. 2Set the stale deal threshold
  3. 3Watch flagged deals on the pipeline

  In the app: CRM, Settings

  Open this feature

• I record what was said

  Write and search notes on clients and deals. CRM

  I do this
  See how it works

  Keep what was said on the file, and find it again later with search.

  1. 1Open a client or deal
  2. 2Add a note
  3. 3Search notes from Activity

  In the app: CRM, Activity, Notes

  Open this feature

Keep the client

Renewals and staying in touch.

• A client's mortgage is coming up for renewal

  Record each mortgage and see renewals coming before they arrive. CRM

  I do this
  See how it works

  Enter the lender, rate and maturity date on a mortgage. Renewal windows then show up on your dashboard and calendar and feed your automated emails.

  1. 1Open a client
  2. 2Add their mortgage with lender, rate and maturity date
  3. 3Watch renewals appear on the dashboard and calendar

  In the app: CRM, Clients, Properties and deals

  Open this feature

• I plan the next few weeks of income

  Upcoming renewals and closings in one view. CRM

  I do this
  See how it works

  One list of the revenue about to land or come due, so you can plan the weeks ahead.

  1. 1Open Activity
  2. 2Go to the Upcoming tab

  In the app: CRM, Activity, Upcoming

  Open this feature

• I want to stay in touch without writing every email

  Renewal, birthday and holiday emails that send themselves. CRM

  I do this
  See how it works

  Turn on renewal, birthday and holiday emails (New Year, Canada Day, Thanksgiving, Christmas). Edit the templates, add GIFs and set the send time.

  1. 1Open Outreach
  2. 2Go to Automations and switch on the emails you want
  3. 3Edit the template and send time

  In the app: CRM, Outreach, Automations

  Open this feature

• I email one client

  Compose, send or schedule a branded email to one client. CRM

  I do this
  See how it works

  Write from the client file and send now or later, from your own branded sender.

  1. 1Open Outreach
  2. 2Go to Send
  3. 3Pick the client, write the email, send or schedule

  In the app: CRM, Outreach, Send

  Open this feature

• I find clients I have lost touch with

  See which clients you have not touched in a while. CRM

  I do this
  See how it works

  A review dialog flags clients with no recent contact, so nobody drifts away unnoticed.

  1. 1Open Clients
  2. 2Open the stale client review
  3. 3Reach out or archive

  In the app: CRM, Clients

  Open this feature

Run your day

Rates, goals and your home screen.

• I start my day

  A home screen you arrange yourself. Dashboard and market data

  I do this
  See how it works

  Cards for your calendar, key rates, news, lender changes, daily goals and your CRM pipeline, renewals and birthdays.

  1. 1Open the dashboard
  2. 2Choose and arrange your cards

  In the app: Dashboard

  Open this feature

• I check the rates

  Prime, Bank of Canada and bond yield figures at a glance. Dashboard and market data

  I do this
  See how it works

  The numbers brokers check every morning, on the dashboard.

  1. 1Open the dashboard
  2. 2Read the Key Rates card

  In the app: Dashboard

  Open this feature

• I set a goal for today

  Set targets and track them. Dashboard and market data

  I do this
  See how it works

  Add your own goals and see progress on the dashboard.

  1. 1Open the dashboard
  2. 2Add a goal
  3. 3Track it day by day

  In the app: Dashboard

  Open this feature

• I want to know where the Bank of Canada is heading

  Economist calls, a public vote and market odds on the next BoC decision. Dashboard and market data

  I do this
  See how it works

  See where economists and markets expect the rate to go, and add your own vote.

  1. 1Open Bank of Canada forecasting
  2. 2Read the calls
  3. 3Cast your vote

  In the app: bips.ca, Resources

  Open this feature

My plan