With the BluMortgage, CRM for Mortgage Brokers, go from new lead to a funded deal without manual follow-ups, deals falling through the cracks or manual copy-paste from system to system.
Emails and spreadsheets can work until your business grows to the point where the admin is too much- then what?
In a fast-paced industry, you need to protect your business no matter where your career might take you.
Getting started with BluMortgage is easy. It’s a process we’ve done 1,000s of times with brokers of all shapes and sizes. Our support team will be with you every step of the way.
More time for generating NEW BUSINESS- not on admin tasks.
Our standard onboarding includes data import from Filogix and/or Velocity.
Migration support from other RMs such as GoMax, Pipedrive, Salesforce and Jungo.
We have hundreds of pre-built templates and workflows that are just waiting to be activiated.
Anything beyond this, our team can show you how to customize the CRM to match your needs!
BluMortgage receives data from Velocity, Filogix Expert, Finmo, and Scarlett DOS to bring all information into a central spot.
Use our integrated services such as Manulife’s MPP, SnapNOA and e-sign to minimize system switching.
Keep everyone on your team moving in the same direction with centralized tracking.
With activities in the CRM, run reports to gain key productivity insights.
Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals.
Use advanced reporting to identify refinance or upsell opportunities.
“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
If the information on this webpage and the demo account are still not enough- then no problem at all! Let's schedule some time to walk through your specific questions
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