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.
As clients progress through the pipeline they are automatically sent emails with your company branding. Yes, they are fully customizable.
With BluMortgage you own all of your data. Every lead, every contact, from start to finish. Maintaining a client base has never been easier.
During onboarding, our team will help migrate your data; we understand how valuable your client data is to you.
We have easy to follow online tools and offer monthly educational webinars to get you started.
BluMortgage is built on Zoho, a global leader in CRM development and data management.
Still not sure if BluMortgage is right for you and your mortgage business? Take our Fit Assessment Survey to determine your “CRM archetype”:
“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
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