Bearberry
Bearberry is a hosted mortgage CRM for loan officers, broker shops, and branches.
What Bearberry is
Bearberry is a hosted mortgage CRM for loan officers, broker shops, and branches. It combines borrower and referral-partner management with a loan pipeline, forecasts, reports, automations, and follow-up tools. Rate Watch monitors closed loans and identifies 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 CRM. Zapier, Make, n8n, and webhooks are listed for additional connections, while its REST API and signed webhooks handle record creation, updates, deletions, and stage changes. Bearberry describes TLS in transit, AES-256-GCM for stored credentials, Google Cloud KMS key wrapping, and workspace isolation. It says controls map to ISO 27001 Annex A without certification, and describes GLBA, GDPR, UK GDPR, CCPA, and CPRA support. Starter is $49 per seat monthly, with a 14-day trial; AI assists begin only on paid plans.
Good
- Mortgage pipeline, forecasts, reports, and automations
- Rate Watch identifies refinancing prospects
- Scenario Desk supplies sourced guideline answers
- REST API and signed webhooks
- Customer data not used to train AI
Watch out
- No free plan
- 14-day trial requires human review
- AI assists excluded from the trial
- SMS and WhatsApp cost $10 per workspace monthly
Who it suits
Bearberry suits mortgage professionals managing borrowers, referral partners, pipelines, and marketing. It also fits teams needing mortgage-specific integrations, automations, and compliance workflows.
Verdict
Bearberry brings mortgage CRM operations, lead connections, and workflow tools into one hosted product. Its paid plans start at $49 per seat monthly, while texting adds a separate workspace charge.
Plans and prices
From Bearberry's own pricing page, checked 5 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $49 a month | Unlimited contacts & loans · 5,000 marketing emails/month · Daily AI allowance · 25 record types · $49 per seat / month; $39 billed annually, saving 20% |
| Pro | $79 a month | Unlimited marketing emails (fair use: 25,000/month per seat) · 5× Starter daily AI allowance · Unlimited record types · $79 per seat / month; $65 billed annually, saving 18% |
| Enterprise | Priced on request | Single sign-on (SAML) · Automatic seat setup (SCIM) · Priority support · DPA on request · Custom |
The facts
Each one read from Bearberry's own pages, with the date it was checked.
What it does
- AI data use
- Bearberry says customer data is never used to train AI and that AI does not make credit decisions.checked 5 Oct 2026
- API
- Bearberry provides a REST API and signed webhooks for record creation, updates, deletions, and stage changes.checked 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.checked 5 Oct 2026
- Guidelines
- The Scenario Desk answers mortgage guideline questions and provides sources for its answers.checked 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.checked 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.checked 5 Oct 2026
- Pipeline
- The CRM includes a loan pipeline, forecast, reports, automations, and follow-up tools.checked 5 Oct 2026
- Product
- Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches.checked 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.checked 5 Oct 2026
- Support
- The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise.checked 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.checked 5 Oct 2026
The company
- Company
- Bearberry is a product of Cenarions LLC, a California limited liability company with an address in Sacramento, California.checked 5 Oct 2026
Money
- Trial limits
- The 14-day trial requires human review, and AI assists are not included until a paid plan starts.checked 5 Oct 2026
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