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JimNab CRM
Laval, Quebec, Canada
What it is
JimNab CRM is a web-based customer relationship management system for residential mortgage transactions. It is aimed at Canadian mortgage brokers and tailored to Quebec’s mortgage industry, and currently runs on the Pipedrive platform. Client files can contain names, amounts, referral sources, notes, emails, documents, lenders and past or future activities. Pipelines cover pre-qualification, active files, follow-ups and renewals. The dashboard tracks monthly or yearly progress, compares won and lost deals and supports objectives for active or finalized files. JimNab lists 50 email templates and 50 automations. Ongoing files can be imported from another platform or an Excel spreadsheet. The JimNab team configures a customer’s Pipedrive account, with delivery taking a maximum of ten days. Video tutorials, a startup guide and lifetime access to updates through a members’ portal support onboarding. Pipedrive provides instant chat support, including 24/7 assistance for modifications. Each user sharing a system must pay Pipedrive Professional plan fees monthly or annually.
For and against
For
- Mortgage-focused CRM workflows
- Borrower and referral data in one file
- Dedicated loan pipelines
- 50 templates and 50 automations
- Progress and deal reporting
Against
- Currently available on Pipedrive
- Each user pays Pipedrive fees
- Web platform only
- Setup delivery can take ten days
The verdict
JimNab CRM organizes mortgage records, pipelines, automation and reporting around Pipedrive. Its Canadian and Quebec focus may fit specialized brokers, while the required Pipedrive fees matter for shared systems.
Who it suits
It suits mortgage brokers in Canada, including those working in Quebec, who need borrower, referral-partner and loan-pipeline management. It is intended for users willing to work through Pipedrive.
On the record
- Audience
- The system is tailored for Canadian mortgage brokers, including brokers working in Quebec.jimnab.ca · read 11 Oct 2026
- Client records
- Client records can include names, amounts, referral sources, notes, emails, documents, lenders, and past and future activities.jimnab.ca · read 11 Oct 2026
- Company
- The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners.jimnab.ca · read 11 Oct 2026
- Customer records
- Customer files bring together data such as names, amounts, referral sources, notes, emails, documents, lenders, and activities.jimnab.ca · read 11 Oct 2026
- Data import
- The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet.jimnab.ca · read 11 Oct 2026
- Email and automation
- The site lists 50 email templates and 50 automations.jimnab.ca · read 11 Oct 2026
- Imports
- The FAQ says ongoing files can be imported from another platform or an Excel spreadsheet.jimnab.ca · read 11 Oct 2026
- Maker
- JimNab says it was founded by two mortgage brokers and describes them as official Pipedrive partners.jimnab.ca · read 11 Oct 2026
- Pipelines
- The CRM provides pipelines for pre-qualification, active files, follow-ups, and renewals.jimnab.ca · read 11 Oct 2026
- Platform
- The FAQ says the system is currently available on the Pipedrive platform.jimnab.ca · read 11 Oct 2026
- Product
- JimNab describes its product as a CRM adapted for residential mortgage transactions.jimnab.ca · read 11 Oct 2026
- Reporting
- Its dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files.jimnab.ca · read 11 Oct 2026
- Security
- The opened official page does not state specific security certifications or compliance claims.jimnab.ca · read 11 Oct 2026
- Setup
- JimNab says its team configures the customer’s Pipedrive account, with delivery taking a maximum of ten days.jimnab.ca · read 11 Oct 2026
- Support
- The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications.jimnab.ca · read 11 Oct 2026
- Target users
- The site presents JimNab as a solution for mortgage brokers in Canada, tailored to Quebec’s mortgage industry.jimnab.ca · read 11 Oct 2026
- Templates and automations
- The site lists 50 email templates and 50 automations among the product benefits.jimnab.ca · read 11 Oct 2026
- Training and updates
- The site offers video tutorials, a startup guide, and access to software updates through a members’ portal for life.jimnab.ca · read 11 Oct 2026
