Bearberry

Mortgage CRM companion

Only for iPhone

Free

iPhone

Know who to call, which loans moved overnight, and how your office is tracking, with today's rates one tap away. Sign in with your Bearberry account. Bearberry puts your mortgage day in your pocket. Open it and you know who to call, why it matters, and which loans moved overnight. If you run the office, you see the whole team too. Campaigns and flyer design stay on the web. This is the app for the hours you're away from the desk. YOUR DAY ON ONE SCREEN New leads waiting on you, the calls worth making with the reason for each, tasks due today, and the loans that moved. An optional morning brief sums it all up. CALL, THEN LOG IT IN SECONDS Tap to call from any contact or loan. When you hang up, the outcome, a note and the next step take three taps, and your whole team can see it. EVERY LOAN AT A GLANCE Milestones on one rail, the people on the file, and what's still needed from the borrower. Mark each item received as it comes in. RUN YOUR OFFICE FROM YOUR PHONE For owners and managers: this month's funded volume, the pipeline by stage, closings this week and loans at risk. See new leads still waiting on a reply, assign the ones nobody owns, reassign a loan or ask a loan officer for an update. Invite teammates and manage their access without opening a laptop. YOUR BUSINESS PLAN Your goals against your real numbers, your pace for the year, your quarterly priorities and the monthly check-in. Managers see each loan officer's plan and can reply to their check-ins. TEXTING CONSENT, WHEREVER THEY ARE Send a borrower a link to agree to texts, by email or from your own phone, or have them sign on your iPhone when you're together. Every agreement is recorded. TODAY'S RATES Your office's rate sheet with rate, APR and points, plus the date it was set, so you always know how fresh it is. Managers can update it from the phone. ASK IN PLAIN WORDS Ask what's closing this month or who has gone quiet, then go straight to the loan or the person. Available when your office turns on Bearberry's assistant. PAST CLIENTS AND PARTNERS Recapture and rate-watch opportunities from your book, ranked, each with the reason to reach out. See what your referral partners have sent you and share your office's flyers in a tap. MADE FOR IPHONE Works offline and syncs when you're back. Siri and Shortcuts, widgets for your calls and rates, Spotlight search, and your CRM's name for the caller when a borrower rings. Requires a Bearberry workspace. Sign in with the account your team uses on the web. Nothing is sold in the app, and calls and texts go out from your own iPhone.

  • 5.0
    out of 5
    3 Ratings

Workflow, design and reliability improvements throughout the app.

The developer, Cenarions LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • Contacts
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
Cenarions LLC
Size
70.2 MB
Category
Business
Compatibility
Requires iOS 26.0 or later.
  • iPhone
    Requires iOS 26.0 or later.
Languages
English
Age Rating
4+
Copyright
© 2026 Cenarions LLC