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Integrations

Direct connection to your Velocity database

BluMortgage integrates directly with Velocity. With the click of a button receive clean, up-to-date data for all your CRM needs.
Get Started

Getting started

Why integrate with Velocity

The BluMortgage integration with Velocity brings data directly into your CRM in real time. This eliminates double entry from simple tasks like birthday reminders and pipeline management, but also opens-the-door to advanced marketing techniques like refinance identification or non-subject property renewals

Simplify data transfer

At any time, you can request a data download from Velocity. Data is transferred directly into your BluMortgage CRM removing the need for manual data entry.
Issue a Request to Velocity
Data Appears in BluMortgage

Features

Integrating with industry leading software

The direct integration with Velocity allows agents to capture data and reduce time completing manual data entry

  • 1-to-1 data replication
  • Auto-populate sales pipeline
  • Auto-create Kanban cards
  • Customizable workflows
  • Reduce data entry
  • Automate repetitive tasks
  • Referral management
  • Faster communication
  • Customizable dashboards
  • Secure data
  • Free setup

How to Integrate

Need help? We will setup the integration.

If you are using Velocity and are curious about trying the BluMortgage connection, our team will set everything up for you. If you are an existing BluMortgage user, please complete our Getting Started Survey to start this process. If you are looking to try BluMortgage CRM with the Velocity integration, please book a demo with our product specialists.

Step 1

Access

Velocity Access

Step 2

Setup

Timing
  • We complete the integration for you
  • Typically a 24-48 hour turnaround
  • Zero extra fees

Step 3

Support

Questions?

Video and online Resources

Tutorials and videos to support your team

Getting started with a CRM can seem daunting. We built a knowledge base to help support you and your team through almost every task. Additionally, we have over 100 video tutorials and how-to videos to help you design email templates, track deals, customizing workflows, adding new agents and employees and so much more. We add resources every week, and have monthly live webinars to help brokerages get the most out of their mortgage CRM.
View all video resources

Emails

Integrate your email

How to integrate your email inbox with the mortgage broker CRM, BluMortgage.

Newsletters

Client communication

How to send an email newsletter to a segment of your database.

Filogix Expert Data

Managing Data

How you can get your data from Filogix Expert into BluMortgage CRM.

BrokrBindr Integration

Increase productivity

Seamlessly transfer of data from BrokrBindr to BluMortgage.

Lead followup

Increase conversion

How BluMortgage CRM makes it simple to follow up with new mortgage leads.

Application Followup

Closing deals

How to send an online application and follow up until the app is complete.