Best CRM for Mortgage Brokers in Canada (2026 Comparison)

Why Mortgage Brokers Need a Dedicated CRM

A mortgage deal has a unique lifecycle: lead → pre-approval → application → approval → funded → renewal. Generic CRMs don't understand this workflow. You need a CRM built for mortgage brokers that tracks renewals, manages document checklists, and integrates with your lender tools.

The problem: most mortgage-specific CRMs charge $99-$150+ per month with contact limits. BIPS CRM changes that with $29/month and unlimited contacts.

CRM Price Comparison

Here's how every mortgage-specific CRM in Canada compares on price and features:

BIPS CRM: $29/month with Unlimited Contacts

BIPS CRM is the most affordable mortgage-specific CRM in Canada at $29/month — and it's the only one with unlimited contacts at that price.

Features included: • Unlimited contacts — no per-contact fees, no caps • Pipeline tracking: Lead → Pre-Approval → Application → Approval → Funded • Email inbox integration — send and receive directly from CRM • Task management with calendar and reminders • Mortgage renewal date tracking with automatic alerts • Document checklist per deal • Client journey and stage tracking • Team collaboration tools • Mobile-friendly

Optional add-ons: • AI Assistant ($20/month) — natural language CRM queries, automated actions • AI Lender Matching ($150/month) — test deals against 40+ lenders

Annual Savings with BIPS CRM

Switching to BIPS CRM saves $840-$1,440 per year compared to other mortgage CRMs:

• vs BluMortgage ($99/month): Save $840/year • vs Shape ($119/month): Save $1,080/year • vs BNTouch ($148/month): Save $1,428/year • vs Jungo ($150/month): Save $1,452/year • vs Aidium ($150/month): Save $1,452/year

Over 3 years, that's $2,520-$4,356 saved — just on your CRM.

Only CRM That Connects to Lender Matching

BIPS is the only platform where your CRM and lender matching data live together. When you add AI Lender Matching ($150/month), deal results automatically link to client records in the CRM.

With other CRMs, you'd need to manually copy lender matching results into your CRM — wasting time and risking errors. BIPS eliminates this by keeping everything in one system.

This means: one login, one platform, one source of truth for your entire brokerage.

Getting Started

1. Sign up at bips.ca/register — 14-day free trial, no credit card required 2. Import your contacts (unlimited, no caps) 3. Set up your pipeline stages 4. Configure renewal date tracking 5. Optionally add AI Assistant ($20/month) or AI Lender Matching ($150/month)

Most brokers are fully set up within 30 minutes.