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, and none of them tell you which lender will approve the deal. bips includes client and deal tracking with every plan, unlimited contacts, and the placement engine in the same tool.

CRM Price Comparison

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

bips: client tracking included, with placement built in

bips includes client and deal tracking with every plan, including the free one. It is not a separate subscription and there are no per-contact fees.

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 the deal record • 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

And the part no standalone mortgage CRM offers: deal-specific lender matching against 40+ Canadian lenders, run directly from the client record. Free for 3 placements, then $150/month for unlimited.

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/sign-up. Your first 3 placements are free and no credit card is required. 2. Import your contacts (unlimited, no caps) 3. Set up your pipeline stages 4. Configure renewal date tracking 5. Run your first deal through the placement engine from the client record

Most brokers are fully set up within 30 minutes.