Bearberry vs Finova Broker CRM
Bearberry
thebearberry.com
Finova Broker CRM
finova.techSide by side
| Figure | Bearberry | Finova Broker CRM |
|---|---|---|
| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 1 |
| Spec score · Mortgage CRM Software | 8.2 (#10) | 7.7 (#17) |
| 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. | Custom automations and a comprehensive audit trail help firms build compliance into their workflows. |
| 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. | The product page describes native integrations for lead acquisition, including social media channels, leading email clients, credit referencing agencies and other tools. |
| 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. | Finova describes EU-based infrastructure, restricted and monitored production access, firewalls, 24/7 threat monitoring, daily backups retained for 14 days, and a disaster recovery site. |
| Support | The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise. | Broker CRM support offers training resources, webinars, release notes, and ticket support; published hours are Monday to Friday, 09:00–17:00, excluding public holidays. |
Plans
In their own words
Bearberry
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.
Finova Broker CRM
Finova Broker CRM has no write-up on Specifiction yet; its figures are above.