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.
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.
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
“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
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.
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!
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