Effective date: August 27, 2026
These Terms govern access to and use of MortgageCRM.ca. By creating an account or using the service, you agree to these Terms and acknowledge the Privacy Policy.
MortgageCRM.ca provides customer relationship management software for mortgage professionals. It does not provide mortgage brokerage, lending, legal, accounting, compliance or regulatory advice and is not represented as approved or endorsed by RECA or any other regulator.
You must provide accurate account information, keep your credentials confidential, and promptly notify MortgageCRM.ca of suspected unauthorized account access. You are responsible for activity performed through your account except to the extent caused by MortgageCRM.ca.
You must use the service lawfully and in accordance with your brokerage's policies. Do not use MortgageCRM.ca as the sole repository for records your brokerage or regulator requires to be kept in another approved system. Do not store SINs, online-banking credentials, raw payment-card information, credit reports, identity documents, tax/income documents or underwriting source documents in the CRM.
You are responsible for having appropriate authority to enter, use and communicate with clients whose information you place in MortgageCRM.ca. You are also responsible for applicable privacy, recordkeeping, marketing and anti-spam obligations. MortgageCRM.ca provides privacy-minded controls and consent-tracking tools, but those tools do not replace your professional or legal obligations.
Available launch plans may include the $9.99 CAD/month Intro Offer, $14.99 CAD/month New Agent plan for eligible accounts, and $24.99 CAD/month Professional plan, plus applicable taxes. Current pricing and eligibility are shown at signup. Paid subscriptions are processed through Helcim. MortgageCRM.ca does not store raw card or bank-account credentials.
Subscriptions are month-to-month and may be cancelled. Where an early-adopter price lock applies, it remains available only while the qualifying subscription remains continuously active; cancellation and later reactivation may result in the then-current applicable price. Billing status may be synchronized with Helcim.
If a subscription becomes cancelled, inactive or otherwise not in good standing, normal CRM access may be restricted. The service may continue to provide access to membership information, data export and reactivation functions. Reactivation may create a new subscription through Helcim.
As between you and MortgageCRM.ca, you retain responsibility for the client and business information you enter. MortgageCRM.ca does not claim ownership of that content. The service provides an export feature intended to help you obtain a portable copy of supported CRM data. You are responsible for maintaining any additional records or backups required by your brokerage, regulator or business practices.
When you configure email, calendar or marketing features, you are responsible for the accounts, recipients, content and permissions involved. Commercial electronic messages must only be sent where you have a lawful basis to do so. You must not use MortgageCRM.ca to send spam, deceptive messages or unlawful content.
MortgageCRM.ca may perform maintenance, security updates and feature changes. We aim to provide a reliable service but do not guarantee uninterrupted or error-free availability. Features may evolve as the product is improved.
Access may be limited or suspended where reasonably necessary to address non-payment, security risks, unlawful activity, abuse of the service, attempts to access another member's data, or material violations of these Terms. Where practical, reasonable steps will be taken to preserve a member's ability to export data consistent with security and legal requirements.
Calculations, reminders, dashboards, opportunities, reports or other outputs are software tools only. Users remain responsible for verifying information and exercising their own professional judgment. MortgageCRM.ca does not make lending decisions or guarantee mortgage approval, qualification, compliance outcomes or business results.
To the extent permitted by applicable law, MortgageCRM.ca is provided on an "as available" basis and is not liable for indirect, incidental, special or consequential losses arising from use of the service. Nothing in these Terms excludes liability that cannot lawfully be excluded or limited.
These Terms may be updated as the service changes. Material revisions will be reflected by an updated effective date. Questions about these Terms may be sent to sales@mortgagecrm.ca.