Products
Built for Canadian residential mortgage professionals
Two products that work together. A Placement Engine that tells you which lender will approve the deal, and a CRM that runs your book from lead to funded.
Placement Engine
See which lenders will approve the deal
Enter a scenario once. bips tests it against 40+ Canadian lenders and shows who fits, who doesn't, and why.
$150 /month
Invite-only right now. Join the waitlist after you sign up.
- Ranked by rate and fit
- Decline reasons for every lender
- BDM contacts for every match
bips CRM
Client tracking for $29 a month
Contacts, pipeline, renewals, and documents, built for mortgage brokers and connected to lender matching.
$29 /month
14-day free trial. Separate from the Placement Engine.
- Unlimited contacts, no per-seat fees
- Filogix import
- Renewal reminders
Placement Engine
Intelligent lender matching
Enter your deal details once, and bips analyzes hundreds of lender criteria to find every lender who would approve your deal.
- Matches against real-time lender guidelines
- Shows why each lender is or isn't a fit
- Ranks lenders by rate and fit score
- Provides BDM contact info for quick submissions
What-if analysis
Scenario analysis
Run multiple scenarios to see how changes affect lender eligibility. Useful for advising clients on how to improve their approval odds.
- What-if analysis for deal parameters
- Compare multiple scenarios side by side
- Track scenario history for each deal
- Generate client-ready reports
Always current
Lender training system
bips continuously learns from lender rate sheets, guidelines, and criteria documents, and keeps everything organized and up to date.
- AI document extraction
- Automatic rate sheet parsing
- Geographic coverage mapping
- Version history and change tracking
Plus everything else you need
Features designed for Canadian residential mortgage professionals.
Filogix import
Import deals directly from Filogix with one click.
Rate comparison
Compare rates across all matched lenders at once.
Service area maps
Visual maps showing lender geographic coverage.
Document storage
Keep all lender documents organized in one place.
Team management
Manage multiple users with role-based access.
API access
Integrate bips with your existing tools.
bips CRM
Client tracking for $29 a month
Unlimited contacts, no per-contact or per-seat fees, and a 14-day free trial. Standalone mortgage CRMs charge $99 to $150+ a month for this and still cannot tell you which lender will approve the deal.
- Unlimited contacts, no per-contact fees, no caps
- Pipeline tracking from lead to funded deal
- Email inbox integration, send and receive from the deal record
- Mortgage renewal date tracking with auto reminders
- Document checklist per deal
- Run a placement against 40+ lenders straight from the client record
What standalone mortgage CRMs charge
bips
Unlimited contacts, no per-seat fees
$29/mo
BluMortgage
Limited contacts
$99+/mo
Shape CRM
Per seat
$119/mo
BNTouch
Limited contacts
$148/mo
Jungo
Per seat
$150+/mo
Aidium
Per seat
$150+/mo
Ready to see it in action?
Run a real deal through bips, or book a short demo and we will walk you through it.
14-day CRM trial. No credit card required.