- Home
- Mortgage CRM Software
- Bearberry
On the recordRead 5 Oct 202613 facts
Bearberry
Plans and prices
Starter
$49a month, billed yearly
Unlimited contacts & loans · 5,000 marketing emails/month · Daily AI allowance · 25 record types
Read 5 Oct 2026 · thebearberry.com
Pro
$79a month, billed yearly
Unlimited marketing emails (fair use: 25,000/month per seat) · 5× Starter daily AI allowance · Unlimited record types
Read 5 Oct 2026 · thebearberry.com
Enterprise
Priced on request
Single sign-on (SAML) · Automatic seat setup (SCIM) · Priority support · DPA on request
Read 5 Oct 2026 · thebearberry.com
On the record
- AI data use
- Bearberry says customer data is never used to train AI and that AI does not make credit decisions.thebearberry.com · read 5 Oct 2026
- API
- Bearberry provides a REST API and signed webhooks for record creation, updates, deletions, and stage changes.thebearberry.com · read 5 Oct 2026
- Company
- Bearberry is a product of Cenarions LLC, a California limited liability company with an address in Sacramento, California.thebearberry.com · read 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 · read 5 Oct 2026
- Guidelines
- The Scenario Desk answers mortgage guideline questions and provides sources for its answers.thebearberry.com · read 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 · read 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 · read 5 Oct 2026
- Pipeline
- The CRM includes a loan pipeline, forecast, reports, automations, and follow-up tools.thebearberry.com · read 5 Oct 2026
- Product
- Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches.thebearberry.com · read 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 · read 5 Oct 2026
- Support
- The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise.thebearberry.com · read 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 · read 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 · read 5 Oct 2026
