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LRM: lender relationship management

Manage every lender relationship in one place

Every BDM contact, follow-up reminder, and relationship note, organized for your whole team. BDM booking pages included, so brokers can book calls with any BDM.

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The problem

Your lender relationships live in your head

BDM contacts in your phone. Notes in a spreadsheet somewhere. Booking links buried in old emails. Follow-ups forgotten when deals get busy. And when a broker on your team leaves, all of that context walks out the door with them.

Standout feature

BDM booking pages, finally

Booking a call with your dentist is easier than booking a call with a BDM. BDMs get a free public booking page on bips. Brokers book a call in one click from the lender card. No back-and-forth, no phone tag, no digging for a link.

  • Free for BDMs, zero cost to set up a booking page
  • Brokers book directly from the lender card in LRM
  • Availability syncs with Google Calendar or Outlook
  • Works even if the BDM's lender doesn't use bips

Everything you need to manage lender relationships

Built for how brokers actually work with lenders.

BDM directory

Every lender and BDM in one place: name, phone, email, and direct booking link. No more digging through your phone contacts.

BDM booking pages

BDMs get a free public booking page so brokers can book calls right away. No back-and-forth emails, no phone tag.

Follow-up reminders

Set reminders to check in with your BDMs. Never let a lender relationship go cold because life got busy.

Relationship notes

Track what each BDM cares about: deal preferences, turnaround times, rate exception history. Knowledge that stays with your brokerage.

Works on your phone

Pull up a BDM's contact and book a call from anywhere. Built for brokers who work from the field.

Shared with your team

Everyone on your team sees the same lender contacts and notes. When a broker leaves, the relationships stay.

Team value

Lender relationships that belong to your brokerage

Right now, if your top producer leaves, their BDM relationships leave with them: years of built trust, preferred contacts, exception history. With LRM, lender contacts and notes are shared across your team, so that knowledge stays where it belongs.

Lenders and clients in one platform

Track your lender relationships alongside the deals you place with them. Talk to us about access for your brokerage.

Join the waitlist

Frequently asked questions

How much does bips LRM cost?
LRM is not part of the two self-serve plans (Free and Pro at $150/month). Contact us for access and pricing. BDM booking pages are free: any BDM can create one at no cost.
Do lenders need to use bips for this to work?
No. You can store any BDM's contact info and notes regardless of whether they use bips. If a BDM creates a free booking page on bips, you get a direct booking link, but the directory works either way.
When is LRM launching?
We're building it now. Join the waitlist and you'll be first to access it, plus get a discounted launch rate.
Why not just use my phone contacts?
Phone contacts have no notes, no follow-up reminders, no team sharing, and no booking links. When a colleague needs to contact a BDM, or when you need to remember that RFA prefers deals over $500k, phone contacts can't help. LRM can.

Be first to access LRM

Join the waitlist and get early access at a discounted launch rate.

Join the waitlistView pricing

BDM booking pages are free. Contact us for LRM access.