BluMortgage

Canada’s Premier Mortgage CRM

In today’s dynamic market, a mortgage broker’s biggest assets are their personal relationships. Use the CRM designed to nurture theses relationships and grow your mortgage business.

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Used by 3 of the top 5 brokers in Canada

Integrations

Mortgage-Specific Integrations

Streamline your processes with our built in integrations. Eliminate the need for manual data entry with Velocity, Filogix Expert, Finmo, Floify, Scarlett DOS and BrokrBindr.

Post Close Drips

As clients progress through the pipeline they are automatically sent emails with your company branding. Yes, they are fully customizable.

You Own Your Data

With BluMortgage you own all of your data. Every lead, every contact, from start to finish. Maintaining a client base has never been easier.

MANAGING YOUR DEALS

The deal flow pipeline

BluMortgage helps mortgage professionals optimize their daily schedules and prioritize tasks to make sure potential leads cross the finish line.

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CONTROL YOUR OWN DATA

Building your client database

Have an existing database?

During onboarding, our team will help migrate your data; we understand how valuable your client data is to you.

Never used a CRM before?

We have easy to follow online tools and offer monthly educational webinars to get you started.

Data security

BluMortgage is built on Zoho, a global leader in CRM development and data management.

See Our Security and Privacy Policy.

“Is BluMortgage Right for Me?”

Still not sure if BluMortgage is right for you and your mortgage business? Take our Fit Assessment Survey to determine your “CRM archetype”:

Fit Assessment Survey

Here’s Why The Top Mortgage Brokers in Canada are Using BluMortgage

“It’s clearly made a huge impact on our business. From efficiency to client experience…it’s a no brainer in my opinion.”

Dean Lawton, Partner Thrive Mortgage

“BluRoot has always provided us excellent service coupled with fantastic support.”

Ron Butler: President, Butler Mortgage

“My business has transformed 180 degrees after using BluMortgage.”

Daniel Char, Ultimate Mortgage Group

Eager to learn more about BluMortgage?

The best way to learn about BluMortgage is to check out our pre-recorded demo:

Deep dive on how each integration works
Review of all essential BluMortgage features
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What’s the biggest gap in your mortgage business?*

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Zoho Campaigns

Product

Lead Source

Lead Source Drill Down

Plus Save Thousands per Year with BluMortgage

To get all the features included in BluMortgage, brokers would have to sign up for countless other tools:

Service bought

price paid

$1,200

$144

$240

$50

With BluMortgage, brokers can eliminate tools that cost over $1,500 per year!

About Us

Who and What is BluMortgage?

BluMortgage is an application built by a Canadian Fintech startup, BluRoot, based out of Toronto, Ontario. The BluMortgage team are CRM experts who have worked with mortgage industry leaders to perfect the BluMortgage product.

About Us

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