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Mortgage broker CRM pricing in Canada

CRM pricing is easy to misread because the monthly figure rarely includes everything. Here is how the common models work and what the bips CRM costs.

The short version

The bips CRM is $29 per month in Canadian dollars, billed monthly, with unlimited contacts and no per-seat or per-contact fees. New accounts get a 14-day trial with no card required.

How CRM vendors usually price

Compare vendors on the model, not only the headline number. The same monthly price can end up very different once your book or team grows.

ModelHow it worksWatch for
Per seatYou pay for each user.Cost rises with every assistant or partner you add.
Per contact tierThe price steps up as your database grows.A large book can push you into a higher tier.
Feature tiersCore features on a cheap plan, the rest on higher ones.Renewals, email or reporting may sit on a higher tier.
Flat priceOne price for unlimited contacts.Confirm what is excluded, such as email or team access.

What to ask any vendor

  • Is there a per-seat or per-contact charge, now or as the book grows?
  • Are renewal reminders, email and document tracking on the plan you are quoted?
  • Is there a setup, import or onboarding fee?
  • Can I export all my data if I leave?
  • Is the price in Canadian dollars, and is tax extra?

What the bips CRM includes

Unlimited contacts, client and deal tracking by mortgage stage, renewal reminders, tasks and calendar, document checklists, notes and activity history, and email sending from the client file. The placement engine is a separate subscription, so you only pay for it if you want lender matching: the first 3 placements are free, then $150 per month.

Common questions

How much does a mortgage broker CRM cost in Canada?
Pricing varies by vendor and plan. Some charge per user, some limit contacts or features by tier, and some charge setup or add-on fees. The bips CRM is $29 per month in Canadian dollars with unlimited contacts and no per-seat fees.
Is there a free mortgage broker CRM?
Some general CRMs have free tiers, but they are usually limited in contacts, users or automation and are not built around mortgage stages or renewals. The bips CRM has a 14-day trial with no card, then $29 per month.
What is included in the $29 per month?
Unlimited contacts, client and deal tracking, renewal reminders, tasks and calendar, document checklists, and email sending from the client file. The placement engine is a separate subscription.
Are there per-seat fees for teams?
No per-seat or per-contact fees are charged on the standard CRM subscription. For brokerages and larger teams, ask about team pricing.
Can I cancel anytime?
Yes. The CRM is billed monthly and you can cancel at any time.
Mortgage broker CRMCRM buying checklistbips pricing

See it with your own clients

The trial lasts 14 days and needs no card, which is long enough to import your book and run a few deals.

Start the 14-day trial

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