Freedom251 › Mortgage CRM Software
Bearberry
What Bearberry is
Bearberry is a hosted mortgage CRM for loan officers, broker shops, and branches. It brings borrower and referral partner management together with loan pipeline tracking, forecasts, reports, automations, and follow-up tools. Rate watch follows closed loans and identifies past clients who may benefit from refinancing if rates fall below their current rate. Scenario Desk answers mortgage guideline questions and supplies sources for its answers. Leads from Zillow, Realtor.com, LendingTree, and Facebook can feed into the CRM; listed connection options also include Zapier, Make, n8n, and webhooks. A REST API and signed webhooks support record creation, updates, deletions, and stage changes. Bearberry describes security controls including TLS in transit, encrypted stored credentials, per-document keys wrapped by Google Cloud KMS, and workspace isolation. It says customer data is not used to train AI and AI does not make credit decisions. Starter is $49 per seat per month, with a 14-day trial; AI assists are excluded during the trial.
Who it suits
Bearberry suits loan officers, broker shops, and branches that need borrower and referral management alongside loan tracking and follow-up. It may also fit teams seeking guideline answers with sources and integrations for their lead sources.
What it does well
- Tracks loans, forecasts, reports, automations, and follow-ups.
- Rate watch flags past clients who may benefit from refinancing.
- Scenario Desk provides sources for guideline answers.
- Offers REST API and signed webhooks.
What to know first
- No free plan is listed.
- Starter costs $49 per seat per month.
- Trial requires human review; AI assists start on paid plans.
- Texting costs $10/month per workspace, plus segment charges after 500 credits.
Limits
The 14-day trial requires human review and does not include AI assists until a paid plan begins. Starter includes 5,000 marketing emails per month and a daily AI allowance; Pro applies fair use of 25,000 marketing emails per seat monthly and five times Starter’s daily AI allowance. Two-way SMS and WhatsApp are a $10 monthly per-workspace add-on with 500 credits, then $0.02 per segment.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $49 per seat / month; $39 billed annually, saving 20% · Unlimited contacts & loans · 5,000 marketing emails/month · Daily AI allowance · 25 record types | $49 a month |
| Pro | $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 | $79 a month |
| Enterprise | Custom · Single sign-on (SAML) · Automatic seat setup (SCIM) · Priority support · DPA on request | On request |
As thebearberry.com lists them, read 5 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Bearberry website
- Start the 14-day trial or choose a paid plan
- Complete the human review required for the trial
- Choose Starter, Pro, or request Enterprise pricing
- Connect lead sources or integrations such as Zapier, Make, n8n, or webhooks
- Use guided migration support when moving existing data
Verdict
Bearberry combines mortgage pipeline and client management with rate monitoring, guideline assistance, and integration options. A 14-day trial is available, but it excludes AI assists, and texting is a separate paid add-on.
Questions
What is Bearberry’s starting price?
Starter costs $49 per seat per month, or $39 per seat monthly when billed annually. Bearberry also offers Pro at $79 monthly or $65 annually, while Enterprise is custom-priced.
Is there a free plan or trial?
There is no free plan. A 14-day trial is available, requires human review, and excludes AI assists until a paid plan starts.
Which lead sources can feed Bearberry?
The product page lists Zillow, Realtor.com, LendingTree, and Facebook leads.
Does Bearberry have an API?
Yes. Its REST API and signed webhooks support record creation, updates, deletions, and stage changes.
How does Bearberry handle customer data and AI?
Bearberry says customer data is never used to train AI and AI does not make credit decisions. It describes TLS, AES-256-GCM, Google Cloud KMS-wrapped document keys, and workspace isolation.
What does texting cost?
Two-way SMS and WhatsApp texting costs $10 per workspace each month. The add-on includes 500 credits, after which segments cost $0.02 each.
Facts from Bearberry's own pages
- 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
- API
- Bearberry provides a REST API and signed webhooks for record creation, updates, deletions, and stage changes. · 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
- 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
- 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
- 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
- Pipeline
- The CRM includes a loan pipeline, forecast, reports, automations, and follow-up tools. · thebearberry.com, 5 Oct 2026
- Product
- Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches. · 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
- Support
- The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise. · 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
- 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
Where Bearberry stands on Freedom251
- Mortgage CRM Software#7 of 29