Competitive Analysis
Choosing the right CRM can make or break your pipeline. For Canadian mortgage brokers, the stakes are even higher: deal submission platform integrations, functionality, pricing, and support all impact how quickly you can move a file from lead to funded.
When deciding on BluMortgage vs MyBrokerPro, it’s essential to understand their differences to make an informed decision for your business needs as a Canadian broker.
Here are 4 points to consider:
BluMortgage and MyBrokerPro are both independent of any deal submission platform or brokerage/network. This means your data is 100% owned by you, and your book of business stays yours regardless of how your career evolves.
When it comes to integrations, BluMortgage connects directly with BOSS, Filogix, Finmo, Scarlett, and Velocity. This eliminates the need for manual updates and ensures accuracy.
By contrast, MyBrokerPro offers a native integration with Finmo—but only on their Essential plan or higher (see Pricing below). If you don’t use Finmo, MyBrokerPro won’t be a fit.
Winner: BluMortgage, given their wide range of direct integrations with Canada’s leading deal submission platforms.
BluMortgage is built on Zoho CRM, a platform with over 100 million users worldwide. That foundation provides unmatched reliability, security, and a deep feature set—tailored specifically for mortgage workflows.
On top of that, BluMortgage offers 100+ pre-built email templates and automations to support every stage of a broker’s workflow. This includes birthday and mortgage anniversary reminders, renewal and pre-approval campaigns, deal flow management, lead management, and monthly newsletters. Brokers also get access to the entire 50+ Zoho business tools: e-signatures, social scheduling, calendar booking, document management, and more, all included in the base platform.
MyBrokerPro, on the other hand, is built on GoHighLevel, a system originally designed for marketing. While it has been adapted for mortgage use, keeping the process flowing often requires manual data updates or workarounds due to limited integrations. It’s not clear how customizable MyBrokerPro actually is. That said, MyBrokerPro shines in marketing automation and lead nurturing, and also provides brokers with social media templates to help keep their brand active online.
Winner: It depends. If your focus is primarily marketing, MyBrokerPro is a fit. If you want a well-rounded system for your end-to-end mortgage workflows, BluMortgage is the stronger choice.
Both platforms offer personalized support, but their approach is different.
BluMortgage provides unlimited 1-on-1 support with a team that understands the Canadian mortgage industry inside and out. This includes setup, automation, data migration, and ongoing workflow optimization.
MyBrokerPro offers 1-on-1 support during onboarding, followed by ongoing support via chat and structured group sessions twice a week that provide updates and tips. MyBrokerPro brings strong industry knowledge, as the founder is herself a former mortgage broker. However, her support team is much smaller than BluMortgage’s, which may limit availability compared to a larger, dedicated team.
Winner: BluMortgage, for their ongoing 1-on-1 support model tailored to brokers.
BluMortgage costs $105 CAD per user/month, with a flat pricing structure. This includes campaigns, email templates, all integrations, unlimited support, and access to the full Productivity Suite (online forms, calendar booking, e-signatures, email marketing).
MyBrokerPro’s most comparable plan is the Essential plan at $250 CAD/month, which includes Finmo integration. On top of this, usage-based add-ons such as emailing, calling, and data storage can add to the cost.
Winner: MyBrokerPro if you have 3+ users and your focus is primarily marketing. BluMortgage is the better choice for predictable pricing and an all-in-one toolkit.
Both BluMortgage and MyBrokerPro offer distinct advantages. Brokers should carefully evaluate each platform’s features to determine which solution best fits their business needs.
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