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SPECIFICTION
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Bearberry

thebearberry.com

From $49/mo Free trial WebAPI
Visit thebearberry.com
Spec score 8.2 #10 of 29 in Mortgage CRM Software

What it is

Bearberry is a hosted mortgage CRM for loan officers, broker shops, and branches. It brings borrower and referral partner management together with a loan pipeline, forecasts, reports, automations, and follow-up tools. Rate watch monitors closed loans and can identify past clients who may benefit from refinancing when rates fall below their current rate. Scenario Desk answers mortgage guideline questions and provides sources. Leads from Zillow, Realtor.com, LendingTree, and Facebook can feed into the system; other listed connections include Zapier, Make, n8n, and webhooks. Its REST API and signed webhooks support record creation, updates, deletions, and stage changes. Bearberry describes security controls including TLS in transit, encrypted stored credentials, document keys protected by Google Cloud KMS, and workspace isolation. It says its controls map to ISO 27001 Annex A but that it is not certified, and describes support for several privacy and financial safeguards frameworks. Starter costs $49 per seat per month, or $39 billed annually; a 14-day trial requires human review and excludes AI assists until a paid plan begins.

Spec sheet

Product
Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches.Read 5 Oct 2026 · thebearberry.com
API
Bearberry provides a REST API and signed webhooks for record creation, updates, deletions, and stage changes.Read 5 Oct 2026 · thebearberry.com
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.Read 5 Oct 2026 · thebearberry.com
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.Read 5 Oct 2026 · thebearberry.com
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.Read 5 Oct 2026 · thebearberry.com
Support
The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise.Read 5 Oct 2026 · thebearberry.com
Company
Bearberry is a product of Cenarions LLC, a California limited liability company with an address in Sacramento, California.Read 5 Oct 2026 · thebearberry.com
AI data use
Bearberry says customer data is never used to train AI and that AI does not make credit decisions.Read 5 Oct 2026 · thebearberry.com
Guidelines
The Scenario Desk answers mortgage guideline questions and provides sources for its answers.Read 5 Oct 2026 · thebearberry.com
Past clients
Rate watch monitors closed loans and identifies past clients who may benefit from refinancing when rates fall below their current rate.Read 5 Oct 2026 · thebearberry.com
Pipeline
The CRM includes a loan pipeline, forecast, reports, automations, and follow-up tools.Read 5 Oct 2026 · thebearberry.com
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.Read 5 Oct 2026 · thebearberry.com
Trial limits
The 14-day trial requires human review, and AI assists are not included until a paid plan starts.Read 5 Oct 2026 · thebearberry.com

Plans and prices

Starter $49 a month $49 per seat / month; $39 billed annually, saving 20% Unlimited contacts & loans · 5,000 marketing emails/month · Daily AI allowance · 25 record types Read 5 Oct 2026 · thebearberry.com
Pro $79 a month $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 Read 5 Oct 2026 · thebearberry.com
Enterprise Priced on request Custom Single sign-on (SAML) · Automatic seat setup (SCIM) · Priority support · DPA on request Read 5 Oct 2026 · thebearberry.com

Every Bearberry plan and price →

Strong points and limits

Strong points

  • Tracks borrowers, referral partners, and loan stages.
  • Rate watch monitors closed loans for refinance opportunities.
  • Scenario Desk provides sources with guideline answers.
  • REST API and signed webhooks support record changes.
  • 14-day trial is available.

Limits

  • No free plan.
  • Trial requires human review and excludes AI assists.
  • Texting costs $10/month per workspace, plus segment fees.
  • Enterprise pricing is custom and not listed.

Who it suits

Bearberry suits loan officers and mortgage teams that need borrower and referral tracking, pipeline tools, and follow-up automation. It may also fit teams seeking sourced guideline answers and API or webhook connections.

Verdict

Bearberry combines mortgage pipeline management with rate monitoring, guideline answers, and integrations. Its trial has limits, and messaging is a separate paid add-on.

Where Specifiction places it

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