BluMortgage’s Journey

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

2013 – 2018 – The Years of Learning!

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.

2018 – 2019 – “We’re on to something”

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.

2020+ – Years of Growth

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.

Meet Our Team


President and Founder

Massimo is the president and founder of BluMortgage. During his time in this role, he has worked with industry leaders in insurance, mortgage and real estate. In his free time, he enjoys watching basketball and playing fantasy football



Tom is the head of our BluMortgage product. Tom talks to brokers all day to learn what they need and ensure that BluMortgage stays cutting edge. In his free time, you can find Tom playing chess and watching football.

Jason Brennan

Junior Partner

Jason is a Junior Partner at BluMortgage and he oversees all implementations to ensure that users are up-and-running smoothly. In his free time, Jason loves to read and hike. He is also a former paintball champion, and martial artist.



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.


Project Co-Ordinator

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.

Trevor Hilton

Head Developer

Trevor is the Head Developer at BluMortgage. Trevor leads the development efforts on new product features and integrations for BluMortgage to ensure a great, fully integrated user experience for brokers on the platform. In his free time, Trevor likes to produce music.

Tiffany Nathania

Customer Success Manager

Tiffany is the Customer Success Manager at BluMortgage. She implements BluMortgage system, onboards clients and manages support operations. In her free time, she likes to exercise and travel.

Susanna Zhao

Summer Intern

Susanna is currently a summer student at BluMortgage. She assists in CRM transformations , training, and support to ensure a streamlined operation. In her free time, you can find her rock climbing or going camping.


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