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.
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”:
To get all the features included in BluMortgage, brokers would have to sign up for countless other tools:
With BluMortgage, brokers can eliminate tools that cost over $1,500 per year!
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