Best CRM for Mortgage Brokers in Canada (2026): Complete Comparison
Generic CRMs were not built for mortgage brokers. You need deal pipelines, renewal tracking, document checklists, and lender data — not a sales tool designed for SaaS companies. This guide covers every mortgage-specific CRM available in Canada in 2026, with real pricing, honest pros and cons, and a clear recommendation.
Pricing at a Glance
| CRM | Monthly Cost | Annual Cost | Contacts | Per-Seat? | |-----|-------------|-------------|----------|-----------| | BIPS CRM | $29 | $348 | Unlimited | No | | BluMortgage | $99+ | $1,188+ | Limited tiers | No | | Jungo (Salesforce) | $150+ | $1,800+ | Varies by plan | Yes | | Aidium (Whiteboard) | $150+ | $1,800+ | Varies by plan | Yes | | BNTouch | $148 | $1,776 | Contact caps | No | | Mortgage Automator | $149+ | $1,788+ | Per-seat | Yes | | Shape CRM | $119+ | $1,428+ | Per-seat | Yes |
The price gap is not small. BIPS costs $29/month with unlimited contacts. The next cheapest option is BluMortgage at $99/month — more than 3x the price. If you are a solo broker or small team, that difference adds up to over $800/year in savings at a minimum.
Full Feature Comparison
| Feature | BIPS | BluMortgage | Jungo | Aidium | BNTouch | Mortgage Automator | Shape | |---------|------|-------------|-------|--------|---------|-------------------|-------| | Mortgage deal pipeline | Yes | Yes | Yes | Yes | Yes | Yes | Yes | | Unlimited contacts | Yes | No | No | No | No | No | No | | Renewal date tracking | Yes | Yes | Limited | Yes | Yes | Yes | No | | Document checklist | Yes | Yes | Yes | Yes | Yes | Yes | Limited | | Email integration | Yes | Yes | Yes | Yes | Yes | Yes | Yes | | AI assistant | $20/mo add-on | No | No | No | No | No | No | | Lender matching integration | $150/mo add-on | No | No | No | No | No | No | | Built for Canada | Yes | Yes | Partial | Partial | No (US-focused) | Yes | No (US-focused) | | Free trial | 14 days | Varies | No | Demo only | 14 days | Demo only | Demo only |
CRM-by-CRM Breakdown
BIPS CRM — $29/month
Pros:
- Lowest price of any mortgage-specific CRM by a wide margin
- Truly unlimited contacts with no caps or per-contact fees
- Purpose-built for Canadian mortgage brokers with pipeline stages matching the Canadian deal flow (Lead, Pre-Approval, Application, Approval, Funded)
- Optional AI assistant ($20/month) for natural language queries, smart follow-ups, and email drafting — no other mortgage CRM offers this
- Only CRM that integrates with a lender matching engine ($150/month add-on)
- Renewal date tracking with automatic reminders — essential with 2.2 million Canadian mortgages renewing in 2025-2026
- 14-day free trial, no credit card required
Cons:
- Newer platform compared to legacy players
- Smaller integration ecosystem (growing)
Best for: Solo brokers, small teams, and anyone who wants a modern CRM without overpaying.
BluMortgage — $99+/month
Pros:
- Established Canadian mortgage CRM with a strong reputation
- Good pipeline management and deal tracking
- Canadian compliance features built in
Cons:
- $99+/month is over 3x the cost of BIPS
- Contact limits on lower tiers
- No AI features
- No lender matching integration
Best for: Brokers already embedded in the BluMortgage ecosystem who do not want to switch.
Jungo (Salesforce-based) — $150+/month
Pros:
- Built on Salesforce, so extremely customizable
- Strong automation and workflow capabilities
- Large integration marketplace
Cons:
- $150+/month per seat makes it one of the most expensive options
- Salesforce complexity means a steep learning curve and often requires a consultant to set up properly
- US-centric — Canadian mortgage workflows require customization
- No AI assistant, no lender matching
Best for: Large brokerages with dedicated admin staff and budget for Salesforce customization.
Aidium (formerly Whiteboard) — $150+/month
Pros:
- Purpose-built for mortgage professionals
- Good marketing automation and lead nurture campaigns
- Solid reporting and analytics
Cons:
- $150+/month per seat pricing
- Per-seat model gets expensive fast for growing teams
- Limited Canadian-specific features compared to Canadian-built CRMs
- No AI features
Best for: US-focused brokerages with marketing automation as a top priority.
BNTouch — $148/month
Pros:
- Good marketing automation and drip campaign tools
- Borrower-facing portal for document collection
- Reasonable feature set for the price
Cons:
- $148/month with contact caps
- Primarily built for the US market — Canadian brokers need workarounds
- Limited Canadian lender integrations
- No AI features
Best for: US brokers who need strong marketing automation. Less ideal for Canadian-specific workflows.
Mortgage Automator — $149+/month
Pros:
- Strong deal management and document automation
- Built with the Canadian market in mind
- Good for lenders and brokerages that process high volume
Cons:
- $149+/month per seat — expensive for independent brokers
- Better suited for lenders than brokers in many use cases
- Complex setup process
- No AI features
Best for: Canadian lenders and high-volume brokerages with operations staff.
Shape CRM — $119+/month
Pros:
- Good lead management and dialer integration
- Strong automation workflows
- Modern interface
Cons:
- $119+/month per seat
- US-focused — limited Canadian mortgage features
- Contact limits on lower plans
- No AI features, no lender matching
Best for: US-focused teams that rely heavily on phone-based lead conversion.
Three-Year Total Cost of Ownership
For a solo broker over three years:
| CRM | 3-Year Cost | vs BIPS Savings | |-----|------------|-----------------| | BIPS CRM | $1,044 | — | | BluMortgage | $3,564+ | $2,520+ | | Shape CRM | $4,284+ | $3,240+ | | BNTouch | $5,328 | $4,284 | | Mortgage Automator | $5,364+ | $4,320+ | | Jungo | $5,400+ | $4,356+ | | Aidium | $5,400+ | $4,356+ |
Over three years, BIPS saves you between $2,520 and $4,356 compared to every other mortgage-specific CRM. That is real money — enough to fund marketing campaigns, cover licensing fees, or simply keep more of what you earn.
Our Recommendation
If you are a Canadian mortgage broker looking for a CRM in 2026, BIPS is the clear choice on value. At $29/month with unlimited contacts, it costs a fraction of every competitor while covering the features that matter: deal pipeline, renewal tracking, document checklists, email integration, and task management.
Add the AI assistant for $20/month and you have capabilities no other mortgage CRM offers at any price. Add lender matching for $150/month and your CRM and deal-matching data live in one place — no copying between tools.
The legacy CRMs have their strengths, but none of them can match $29/month with unlimited contacts. The math is simple.
Start your 14-day free trial at bips.ca/register — no credit card required.