Bearberry
Bearberry: Affordable mortgage workflows with pipelines, automation, alerts, and AI assistance. Ranked #19 of 29 in Mortgage CRM Software by our editors (6.8/10); pricing: 14-day trial; best for small teams wanting affordable mortgage workflows.
At a glance
- Editor score6.8 / 10
- Pricing14-day trial
- Best forSmall teams wanting affordable mortgage workflows
- Free planNo
- Paid from$49/seat/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Unlimited contacts and loans on the Starter plan
- Milestone pipeline, referral tracking, and marketing automations
- Guided migration, audit logging, and workspace isolation
Where it doesn't
- Web-only access limits platform flexibility
- Texting is available as an add-on
- AI assists are excluded from the 14-day trial
Our verdict on Bearberry
Bearberry is a web-based mortgage CRM for loan officers, broker shops, branches, solo originators, and teams. It brings borrower and contact records, loan pipelines with milestone stages and forecasting, referral-partner tracking, email campaigns, SMS and task automations, rate-watch refinance alerts, guided CRM migration, and AI-assisted mortgage guideline research into one workspace. Role-based permissions, multi-factor authentication, audit logging, and workspace isolation support team administration and operational control.
Pricing starts with Starter at $49 per seat per month, including unlimited contacts and loans, a milestone-based loan pipeline, AI assists, automation test runs, guided CRM migration, and 5,000 marketing emails per month. Pro costs $79 per seat per month or $65 per seat per month with annual billing. The monthly Pro plan adds Auto Equity & Refi Miner and a 24/7 Scenario & Rate Desk, while the annual listing includes the AI Growth Toolkit. Both Pro listings add custom roles and team permissions, 5× the daily AI allowance, and priority migration support. Bearberry also offers a 14-day trial, although AI assists are not included during that period.
For platform fit, Bearberry provides web access and integrations for loan software, email, and calendars. Its strongest fit is a small mortgage team that wants core CRM workflows, referral management, campaign automation, migration assistance, and mortgage-focused AI features at a clear starting price. Teams that need native desktop or mobile applications, broader ecosystem connectivity, or texting included in the base plan should compare alternatives. Bearberry is a focused mortgage workflow system rather than a general-purpose CRM, with its value centered on borrower management, loan progress, and originator follow-up.
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Bearberry pricing
All 2 Bearberry plans and prices →
Bearberry fact sheet
| Free plan | No |
|---|---|
| Paid from | $49/seat/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Not verified |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, SSO/SAML, 2FA |
| Support | Live chat |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 3 integrations: loan software, email, calendar |
| Pricing | 14-day trial (source) |
| Website | thebearberry.com |
| Facts checked | 20 Sep 2026 |
Bearberry integrations
Bearberry lists 3 integrations on its own site.
- loan software
- calendar
Alternatives to Bearberry
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all Bearberry alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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