Find out how a consulting company was able to pivot to a mortgage CRM that is filling a major need in the mortgage broker market
Back in 2013, Massimo started to CRM consulting firm, BluRoot that worked with SMB of all shapes and sizes to meet their specific and custom CRM requirements. During this time he worked with several mortgage brokers who achieved a ton of success with their custom CRM solution and kept insisting to Massimo that he’s built something that isn’t on the market.
In 2018, Tom joined the firm and this marked the perfect time to address the market need that BluRoot’s mortgage broker clients had identified. Through the lessons that BluRoot had learned over their years of consulting, and a few months of hard development work, BluMortgage was created and launched. With BluMortgage now on the market, both Massimo and Tom kept getting feedback from old and new clients alike that they had never used a CRM solution like this before. They knew they were on to something.
With BluMortgage launched and a strong reaction from the market, BluMortgage is now focused on growth. BluMortgage is focused on user growth to build a strong community of mortgage brokers as well as product growth to expand the features and functionality that BluMortgage offers their clients.
Qifan is a developer with BluMortgage. Qifan is typically in charge of our internal Zoho coding, everything from writing, testing and implementing BluMortgage’s work. In his free time, Qifan enjoys sampling food around Toronto.
Marie is the project co-ordinator at BluMortgage. Marie ensures that BluMortgage achieves the highest level of project management and customer satisfaction. In her free time, Marie enjoys being with family and travelling.