Learn about us and our journey from simple beginnings to market leaders in the space, and how we define our corporate identity as we continue to grow.
Back in 2013, Massimo started the 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 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, the team 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.
The success realized by BluMortgage has spread across the country with brokers nationwide joining every month, including 3 of the top 5 brokers in Canada.
BluMortgage is now 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.
A MaRS Discovery District-backed venture
MaRS Discovery District is a not-for-profit corporation founded in Toronto, Ontario.
Proudly Canadian
All staff live and work within Canada. All development work takes place within Canada.
We like to think of ourselves as a pro sports team. We want to win our championship, and it’s everyone’s responsibility to help us get there.
It might not feel great in the moment, but being honest- no BS- is always worth it. Don’t shy away from giving the hard truths.
When faced with the Quick & Dirty or the Right Way, always choose the latter. This avoids re-work, which drains the team’s time and morale.
Don’t get lost in perfection. It’s not worth it. Identify the part of work that can be done the Right Way (no matter how small) and Just Do It. This provides confidence, and allows for feedback from the team/clients.
After a loss, don’t make excuses, but embrace Win or Learn. After a win- let’s recognize it- but be back working the next morning. We are on a continuous journey with providing real client value as our compass.
We have tools and resources, but ultimately, there is no manual at Bluroot. Each teammate is trusted to “make the call” and Just Do It.
We evaluate teammates on their ability to help the team win, nothing else.
We want to win. If we don’t win, learn the lesson to win next time.
Are you curious about what makes BluMortgage the number one mortgage CRM in the country? Take it for a test drive to see for yourself!
Book a demo