JimNab CRM
JimNab CRM: A guided, Pipedrive-based CRM setup for Canadian mortgage brokers. Ranked #27 of 29 in Mortgage CRM Software by our editors (5.9/10); pricing: Paid; best for firms wanting guided implementation and basic CRM.
At a glance
- Editor score5.9 / 10
- PricingPaid
- Best forFirms wanting guided implementation and basic CRM
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Centralizes borrower, mortgage-file, activity, and referral records
- Supports mortgage pipelines, follow-ups, renewals, and automated procedures
- Includes configuration, training tutorials, imports, and implementation guidance
Where it doesn't
- Requires a separate Pipedrive subscription alongside implementation
- Integration coverage is centered on Pipedrive
- Documented scope does not include SMS automation or a dedicated mobile app
Our verdict on JimNab CRM
JimNab CRM is a mortgage-focused customer relationship management solution for Canadian mortgage brokers, including brokers and smaller mortgage businesses. Built on Pipedrive, it centralizes borrower information, mortgage files, activities, follow-ups, renewals, referral partners, email templates, and automated procedures. Its workflows cover pre-qualification, active files, follow-ups, and renewals, while dashboards, objectives, statistics, and performance reporting support day-to-day oversight.
The commercial model combines a JimNab CRM implementation fee with a required Pipedrive subscription. The implementation plan has a 2,000 starting figure and includes Pipedrive account configuration, mortgage-specific automations and templates, training videos, an integration guide, and updates after implementation. Import support for existing files and contacts from another platform or Excel can help firms move established records into the configured system. Because the platform is built on Pipedrive, its ecosystem fit is strongest for teams willing to operate within that platform rather than assemble a broader mortgage technology stack.
JimNab CRM’s main strength is guided configuration around a focused mortgage workflow. Borrower management, referral-partner tracking, task management, email procedures, reporting, and pipeline stages are brought together in one web-based system. Its documented scope is narrower than a full mortgage operations suite: it does not include SMS automation or a dedicated mobile application, and the listed integration is Pipedrive. Choose JimNab CRM if implementation support and a mortgage-specific CRM structure matter more than broad platform coverage. Consider an alternative if mobile workflows, SMS engagement, or a wider integration ecosystem are central requirements.
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JimNab CRM pricing
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JimNab CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Not verified |
| SMS automation | Not verified |
| Mobile app | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat · 24/7 |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 1 integrations: Pipedrive |
| Pricing | Paid (source) |
| Website | jimnab.ca |
| Facts checked | 20 Sep 2026 |
JimNab CRM integrations
JimNab CRM lists 1 integrations on its own site.
- Pipedrive
Alternatives to JimNab CRM
- 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 JimNab CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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