BluMortgage
Mortgage CRM for High-Growth Brokers
BluMortgage is a Mortgage CRM for brokers who are serious about their scalability and independence.
That’s why the top brokers in Canada use BLU to manage $12B+ in annual mortgage volume.
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.
“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”:
Industry-Recognized for Our Excellence
2024- Globe and Mail- Canada’s Top Growing Companies
2025 MAE Winner– Best Product or Innovation
2025 CMA Excellence Awardee- Service Provider of the Year
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.
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.
Need to Follow Up with Clients?
We’ve taken the best practices from 1,000s of brokers, and distilled it to 3 sure-fire steps for more repeat business. Interested?
Over $12B in annual mortgage volume is managed through BLU. Here’s why:
“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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