BluMortgage

Canada's Premier Mortgage CRM

A customer relationship management tool specifically built for mortgage professionals looking to grow. Start controlling every aspect of your deal flow pipeline.

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BluMortgage software kanban view displayed on iMac

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.

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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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Integrations

The most powerful and easy-to-use mortgage tools

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

Velocity

With a single-click, pull Velocity data from your Client Journey and Lender Submission into BluMortgage.
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Filogix Expert

Both historical and live Filogix Expert data instantly into your BluMortgage CRM with one click.
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Finmo

At App Started, App Complete and Submit to Lender, get Finmo data directly into your BluMortgage CRM
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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.
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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.
View video resources.

Data security

BluMortgage is built on ZOHO, a global leader in CRM development and data management.
See Zoho's Security Policy.

Not sure if BluMortgage is the right CRM for you?

Try Our fit assessment survey

Growth

Experience exponential growth with BluMortgage

BluMortgage was designed by mortgage professionals for mortgage professionals. We have helped some of the biggest and best mortgage brokerages transform their operations, improve customer retention rates, increase lead conversions all while improving compliance for modern day regulatory standards. Discover our impact with Butler Mortgage.

What's included

Support for small and large teams

BluMortgage is priced to help small teams start and large teams thrive. View our pricing plans.

White Labeling

 Custom emails
 Easy logo upload
 Free setup

Team Management

 Perfect for all team sizes
 Multiple user notifications
 Knowledgebase access

Process Automation

 Finmo Integration
 Kanban boards
 Task logic automations

Large Broker Support

 Enterpise pricing options 
 Agent training  
 Agent onboarding 

BluMortgage is designed for brokerages of all sizes.

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