HomeMortgage broker CRM checklist
Mortgage broker CRM checklist: 12 things to check
Use this list to compare any CRM for a Canadian mortgage practice. Each item is something that costs time or money when it is missing.
The 12 checks
Score each CRM yes, partly or no. Anything marked no on mortgage stages, renewals or co-borrowers will cost you more than a small price difference.
| Check | What good looks like |
|---|---|
| Mortgage stages | Deals move through stages from lead to funded, not generic sales stages. |
| Renewal tracking | Maturity dates drive reminders so renewals do not slip. |
| Co-borrowers | More than one applicant on a deal, with their own details. |
| Properties | Properties are linked to the client and the deal. |
| Document checklist | You can see what you have and what is still missing per file. |
| Tasks and calendar | Tasks have due dates and appear in one view. |
| You can send and schedule email from the client file, and know where replies land. | |
| Import | Contacts import from CSV or Filogix, and you can preview the mapping. |
| Export | You can take all your data with you if you leave. |
| Pricing model | No per-contact or per-seat surprises as your book or team grows. |
| Mobile | The core screens work on a phone. |
| Lender link | A placed deal attaches to the client file without retyping. |
A fast way to test
- Import 50 real contacts and see what breaks.
- Create a deal with two applicants and a property.
- Set a renewal date and see when and how you are reminded.
- Send an email and find out where the reply goes.
- Find the export option before you commit.
How bips scores
The bips CRM is built around items 1 to 8 and 12, and costs $29 per month with unlimited contacts. Email is send, schedule and broadcast from the client file, with replies arriving in your own inbox. Run the test above in the 14-day trial and judge it against whatever you use now.
Common questions
What features should a mortgage broker CRM have?
At minimum it should track clients and deals by mortgage stage, remind you of renewals, hold co-borrowers and properties on the file, keep a document checklist, support tasks and email, and import your existing book.
How do I compare mortgage CRMs?
Run the same test on each: import 50 real contacts, create a deal with a co-borrower, set a renewal reminder and send an email. The one that needs the least setup and the fewest workarounds is usually the right fit.
Do I need a CRM built for mortgages?
Not strictly, but a general CRM needs custom fields, stages and reminders built for mortgage work, which takes time to set up and maintain. A mortgage CRM starts with them in place.
How long does it take to switch CRMs?
It depends on how clean your data is. With a CSV or a Filogix book export, most brokers can import contacts in an afternoon. Plan extra time to check that deals, dates and notes mapped correctly.
Run the checklist on the bips CRM
Import a sample of your book and see how many of the 12 checks it passes.
No card required. $29/month after the trial.