Bearberry vs MapleConnect

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.

MapleConnect is an AI-native mortgage CRM for borrower and referral-partner pipelines, follow-up, scheduling, and contact records. It can send an immediate text and email response to website forms, rate-quote requests, ad leads, and missed calls. Its AI voice agent can answer around the clock, collect caller details, book consults, and log calls; questions about rates and programs go to a licensed loan officer. Automated SMS and email sequences follow borrower stages such as new inquiries, early shopping, and in-process milestones. Real estate agents, builders, and financial planners can have their own pipeline, shared-file status updates, and ongoing contact cadences. MapleConnect covers lead capture, response, nurture, scheduling, and touch records, while credit decisions, disclosures, rate locks, and underwriting stay with the customer and its loan origination system. Listed connectors include Twilio, RetellAI, Stripe, Google and Outlook Calendar, Resend, SendGrid, Facebook Lead Ads, and Zapier; a public REST API supports custom real-time syncs. The service is web-based, with API access. A free plan and 14-day trial are listed; paid plans start at $199 a month.