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Tech riderRev. 5 Oct 2026

Bearberry

Ch 205.8of 29 Mortgage CRM Software
  1. 1Runs onAPI, Web
  2. 2Costsfree trial · paid from $49/mo
  3. 3Borrower managementYes
  4. 4Referral partner managementYes
  5. 5Loan pipeline trackingYes
  6. 6Marketing automationYes
  7. 7Compliance workflowsYes
  8. 8SMS automationYes
8 lines stated Written from the maker's own pages: thebearberry.com
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The Bearberry homepage

Overview

Bearberry is ranked #20 of 29 in mortgage CRM software on Specifiction. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

Bearberry plans and pricing

All plans
Starter $49/mo $49 per seat / month; $39 billed annually, saving 20% Unlimited contacts & loans · 5,000 marketing emails/month · Daily AI allowance · 25 record types thebearberry.com · 5 Oct 2026
Pro $79/mo $79 per seat / month; $65 billed annually, saving 18% Unlimited marketing emails (fair use: 25,000/month per seat) · 5× Starter daily AI allowance · Unlimited record types thebearberry.com · 5 Oct 2026
Enterprise Not published Custom Single sign-on (SAML) · Automatic seat setup (SCIM) · Priority support · DPA on request thebearberry.com · 5 Oct 2026

Compared on mortgage CRM software

Free plan
Nothebearberry.com
Paid from
$49/user/mothebearberry.com
Borrower management
Yesthebearberry.com
Referral partner management
Yesthebearberry.com
Loan pipeline tracking
Yesthebearberry.com
Marketing automation
Yesthebearberry.com
Compliance workflows
Yesthebearberry.com
SMS automation
Yesthebearberry.com

Facts

Product
Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches.thebearberry.com · 5 Oct 2026
Pipeline
The CRM includes a loan pipeline, forecast, reports, automations, and follow-up tools.thebearberry.com · 5 Oct 2026
Past clients
Rate watch monitors closed loans and identifies past clients who may benefit from refinancing when rates fall below their current rate.thebearberry.com · 5 Oct 2026
Guidelines
The Scenario Desk answers mortgage guideline questions and provides sources for its answers.thebearberry.com · 5 Oct 2026
Integrations
The product page says Zillow, Realtor.com, LendingTree, and Facebook leads can feed into Bearberry; the developer page lists Zapier, Make, n8n, and webhooks for connections.thebearberry.com · 5 Oct 2026
API
Bearberry provides a REST API and signed webhooks for record creation, updates, deletions, and stage changes.thebearberry.com · 5 Oct 2026
Security
The security page describes TLS in transit, AES-256-GCM for stored credentials, per-document keys wrapped by Google Cloud KMS, and workspace isolation.thebearberry.com · 5 Oct 2026
Compliance
Bearberry says its controls map to ISO 27001 Annex A but that it is not certified; it also describes support for GLBA/FTC Safeguards Rule, GDPR/UK GDPR, and CCPA/CPRA.thebearberry.com · 5 Oct 2026
AI data use
Bearberry says customer data is never used to train AI and that AI does not make credit decisions.thebearberry.com · 5 Oct 2026
Support
The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise.thebearberry.com · 5 Oct 2026
Trial limits
The 14-day trial requires human review, and AI assists are not included until a paid plan starts.thebearberry.com · 5 Oct 2026
Texting
Two-way SMS and WhatsApp texting are a $10/month per-workspace add-on; 500 credits are included, then segments cost $0.02 each.thebearberry.com · 5 Oct 2026
Company
Bearberry is a product of Cenarions LLC, a California limited liability company with an address in Sacramento, California.thebearberry.com · 5 Oct 2026

Best Bearberry alternatives

See all 20
All accessCh 01 KudosCRM Free planFree trialWeb from $9/mo7.5 All accessCh 02 MloFlo AndroidiOS from $4.99/mo7.5 All accessCh 03 Mortgage Magic Free trialAndroidiOS from £85/mo7.4 All accessCh 04 Total Expert Free planAndroidAPI from $100/mo7.3 All accessCh 05 Effi Free trialAndroidAPI from $180,120/mo7.1 All accessCh 06 Aidium AndroidAPI 7.0

Where it ranks on Specifiction

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