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HomeMortgage broker CRM

A mortgage broker CRM built for Canada

Track clients, deals, renewals, tasks and email in one place for $29 a month, with unlimited contacts and no per-seat fees.

What the CRM covers

The bips CRM is built around how a Canadian mortgage file actually moves, not around generic sales stages. Each client has a file with their deals, properties, co-borrowers and documents, and each deal moves through mortgage stages from lead to funded.

AreaWhat you can do
ClientsKeep every client, referral partner and lead with their deals, properties and co-borrowers on one file.
DealsTrack each deal through mortgage stages, with the lender and key terms on the deal.
RenewalsSee upcoming renewal dates and follow up before the client shops the rate elsewhere.
Tasks and calendarSet tasks and due dates per file and see them on a calendar.
DocumentsKeep a checklist of what you have and what you still need from each client.
EmailSend, schedule and broadcast email from the client file. Replies come back to your own inbox.
Activity and notesKeep a history of notes and activity per client and deal.
ReportsSee your pipeline and activity across the book.

Why a mortgage-specific CRM

A general CRM gives you contacts and a pipeline, then leaves you to build everything else. For a broker the missing pieces are the ones that cost money: a renewal that slips, a co-borrower recorded in the wrong place, or a document request that gets lost between emails.

Starting from mortgage stages, renewal dates and applicant records means the setup work is already done. You import your book and start working.

It connects to lender matching

The CRM connects to the bips placement engine, which tests a deal against 40+ Canadian lenders. When you place a deal, it attaches to the client file, so the work you did to find a lender is not retyped into your CRM. The placement engine is a separate subscription: your first 3 placements are free, then $150 per month.

Pricing

The CRM is $29 per month in Canadian dollars, with unlimited contacts and no per-seat or per-contact fees. New accounts get a 14-day trial with no card required. See mortgage broker CRM pricing for how that compares with typical pricing models.

Getting your book in

Import contacts from a Filogix book or a CSV from another CRM or spreadsheet. The import guide inside the CRM walks through mapping your fields, so most brokers can move their book in an afternoon.

Common questions

What is the best CRM for a Canadian mortgage broker?
A good mortgage CRM tracks clients and deals by mortgage stage, reminds you of renewals, and keeps documents and tasks per file. The bips CRM does this for $29 per month with unlimited contacts, and it connects to the bips placement engine so the deal you tested against lenders is the deal you track.
How much does the bips CRM cost?
It is $29 per month in Canadian dollars with unlimited contacts and no per-seat or per-contact fees. New accounts get a 14-day trial with no card required.
Can I import my existing clients?
Yes. You can bring in contacts from a Filogix book or a CSV export from another CRM or a spreadsheet, and there is an import guide inside the CRM.
Does it send email to clients?
Yes. You can send, schedule and broadcast email to clients and groups from the CRM, and replies arrive in your own inbox. The bips CRM does not read your inbox.
Is it a separate subscription from the placement engine?
Yes. The CRM is its own $29 per month subscription. The placement engine is separate: your first 3 placements are free, then it is $150 per month for unlimited placements.
Why not use a general CRM like HubSpot?
A general CRM needs custom fields and stages built for mortgages, and it has no idea about renewal dates, co-borrowers, properties or lender matching. A mortgage CRM starts with those already in place.
bips CRM overviewCRM buying checklistMortgage renewal trackingBest CRM for mortgage brokers in Canada

Try the CRM on your own book

Import your clients, set up a few deals and see whether it fits how you work.

Start the 14-day trial

No card required. $29/month after the trial.