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.

Get Started Book a Demo

Used by 3 of the top 5 brokers in Canada

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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.

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Mortgage-Specific Integrations
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Post Close Drips

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

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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.

CONTROL YOUR OWN DATA

Building your client database

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Have an existing database?

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

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Never used a CRM before?

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

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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

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“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

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

Ron Butler: President, Butler Mortgage

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

Daniel Char, Ultimate Mortgage Group

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“Having switched from another big CRM company whose software was overcomplicated, poorly thought out and whose support was one of the slowest I’ve ever experienced, this is a refreshing improvement.”

Brian Couture, DLC Canadian Mortgage Experts

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Eager to learn more about BluMortgage?

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

  1. Deep dive on how each integration works
  2. Review of all essential BluMortgage features
  3. Skip to the most important sections for you
Want a free demo account? Enter your details to get instant access

Save More With BluMortgage

With the full suite of tools that come with BluMortgage, most brokers end up saving money. These tools include Sign, Bookings (like Calendly), Campaigns (like MailChimp), Forms, Workdrive (like Google Drive) and many more.

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$100
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$12
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$20
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$4

With the additional services that BluMortgage can replace, the average broker can save up to $136 every month by making the switch. More than double the cost of BluMortgage!

Book a demo

Book a demo with Tom Hall, product specialist and BluMortgage co-founder

In the 30-minute demo, you will:

  • Review all integrations and features
  • Recap the onboarding process and how it’ll work for you
  • Get all your questions answered

If you haven’t signed up for BluMortgage already, please start with our sign-up form. If not, please proceed to the login page:

Sign-Up Form Login Page