Bearberry review
Affordable mortgage workflows with pipelines, automation, alerts, and AI assistance.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Bearberry pros and cons
- 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
Bearberry fact sheet, pricing and score →
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