BIPS vs Jungo: Mortgage CRM Comparison for Canadian Brokers
Jungo is one of the most well-known mortgage CRMs in North America. Built on Salesforce, it offers deep customization, powerful automation, and a massive integration ecosystem. But that power comes at a cost — $150+/month per seat, Salesforce licensing fees, and a learning curve that often requires a consultant to navigate.
BIPS CRM takes the opposite approach: purpose-built for Canadian mortgage brokers, $29/month, unlimited contacts, no Salesforce complexity. Here is how they compare.
Pricing Comparison
| | BIPS CRM | Jungo (Salesforce) | |--|----------|-------------------| | Monthly | $29 | $150+ | | Annual | $348 | $1,800+ | | 3-Year | $1,044 | $5,400+ | | Contacts | Unlimited | Varies by plan | | Per-Seat Pricing | No | Yes | | Additional Costs | None required | Salesforce license fee |
Switching from Jungo to BIPS saves you $1,452+ per year — and that is for a single seat. For a team of three, the annual savings exceed $4,300. Over three years as a solo broker, you keep $4,356+ in your pocket.
Feature Comparison
| Feature | BIPS CRM | Jungo | |---------|----------|-------| | Mortgage deal pipeline | Yes | Yes | | Unlimited contacts | Yes | No | | Renewal date tracking | Yes | Limited | | Document checklist | Yes | Yes | | Email integration | Yes | Yes | | AI assistant | Yes ($20/mo add-on) | No | | Lender matching integration | Yes ($150/mo add-on) | No | | Built for Canadian brokers | Yes | Partial (US-centric) | | Setup complexity | Low (ready in minutes) | High (Salesforce admin needed) | | Free trial | 14 days | No |
Key Differences
Simplicity vs Salesforce Complexity
Jungo's biggest strength is also its biggest weakness. Salesforce gives you near-infinite customization — custom objects, workflow rules, approval processes, and integrations with thousands of apps. But most independent brokers and small teams do not need that level of complexity. They need a pipeline, contact management, renewal tracking, and document checklists.
BIPS gives you exactly that, ready to use in minutes. No Salesforce admin required. No consultant fees. No multi-week implementation project.
Canadian vs US Focus
Jungo was built primarily for the US mortgage market. Canadian brokers using Jungo often need to customize deal stages, compliance fields, and lender workflows to match Canadian requirements. BIPS is built from the ground up for Canadian mortgage brokers — pipeline stages, lender data, and deal structures reflect how Canadian deals actually work.
AI and Lender Matching
BIPS offers an AI assistant ($20/month add-on) for email drafting, pipeline queries, and smart follow-ups. It also offers integrated lender matching ($150/month add-on) that connects your CRM data directly to a lender product matching engine. Jungo offers neither — you would need separate third-party tools for both.
Contact Limits and Per-Seat Pricing
BIPS includes unlimited contacts at $29/month with no per-seat pricing. Jungo charges per seat with contact limits that vary by plan. As your team grows, Jungo costs scale linearly — each new broker adds another $150+/month. With BIPS, your costs stay flat.
When to Choose Jungo
Jungo is the right choice if your brokerage already runs on Salesforce for other business functions, you have a dedicated admin who can maintain the platform, and you need the deep customization that only Salesforce provides. Large brokerages with complex multi-department workflows and existing Salesforce investments may find Jungo's ecosystem hard to replace.
When to Choose BIPS
BIPS is the better fit if you are:
- An independent broker or small team that needs a CRM, not a platform
- Cost-conscious and cannot justify $150+/month per seat
- Canadian-focused and want a CRM that matches Canadian deal flows out of the box
- Not a Salesforce expert and do not want to hire one
- Interested in AI tools and lender matching integrated in one place
The Verdict
Jungo is a powerful tool built for large, well-resourced brokerages that can absorb Salesforce complexity and cost. For the majority of Canadian mortgage brokers — independents, small teams, and growing brokerages — it is overkill.
BIPS delivers the features that matter at $29/month with zero complexity overhead. The $1,452+/year you save is not trivial, and the time you save by not managing a Salesforce instance is even more valuable.
Start your 14-day free trial at bips.ca/register — no credit card required.
Learn more about BIPS CRM features at bips.ca/crm.