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Bearberry vs LeadBolt

Both stand on mortgage crm software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Bearberry

Free trial APIWeb

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.

Visit Bearberry

LeadBolt

Free trial APIWeb

LeadBolt combines lead tracking, messaging, calling, and video email for real estate follow-up. Check the Founder's Plan limits and Enterprise terms against your team's needs.

Visit LeadBolt

The facts

BearberryLeadBolt
Free planA free trialA free trial
Open sourceNot publishedNot published
Runs onAPI, WebAPI, Web
Lowest paid planStarter: $49 per seat a monthLeadBolt Founder's Plan: $29.99 a month
Plans published32
MakerNot publishedNot published
Websitethebearberry.comgetleadbolt.com
On mortgage crm software#7 of 29#11 of 29

Bearberry: 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.

LeadBolt: what it does well

  • AI SMS can qualify leads and hand off warm conversations.
  • Dialer logs calls and supports callback workflows.
  • Video email tracks opens, clicks, and watch time.
  • Compliance tools include DNC checks and quiet hours.
  • CRM includes a visual deals pipeline and shared notes.

What to know first

  • No free plan is listed.
  • Founder's Plan is limited to one user.
  • Founder's Plan limits monthly AI messages and video sends.

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