Bearberry

APIyesOSS—FREE—DOCS5/5
BE6.7#3 of 29
outWeb—Windows—Mac—Linux—Android—iOS

Ranked in Mortgage CRM Software ·Free trial· paid from $49/mo

About

Bearberry is ranked #3 of 29 in mortgage CRM software on Inferse. It runs on API, Web. There is no free plan. A free trial is offered. Paid plans start at $49/mo.

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

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Where it ranks on Inferse

Sources