Frequently Asked Questions

Explore our FAQs to get answers to our most commonly asked questions from mortgage professionals- just like you!

What is the direction and timing of the Velocity integration?

The Velocity integration is a 2-way integration. This means you can receive data and send data to BluMortgage.

Receiving data in BluMortgage is automatic and occurs as soon as the change happens in Velocity.

Sending data to Velocity in BluMortgage happens when you click a button in BluMortgage.

Does BluMortgage work if I’m a U.S.-based mortgage company?

As you probably know, BluMortgage is a Canadian-based company and most of our customers are in Canada.

With that said, a large percentage (~30%) of our customers are based on the US. As such we know the market well and we know BluMortgage works for the US loan process.

The main “drawback” is that we are not integrated with all the LOSs.

What is the direction and timing of the Filogix Expert integration?

The Filogix Expert integration is a 1-way integration. The direction is from Expert and into BluMortgage

Receiving data in BluMortgage happens when the user clicks a button in BluMortgage to request Filogix Expert data.

What is the direction and timing of the Finmo integration?

The Finmo integration is a 1-way integration. The direction is from Finmo and into BluMortgage

Receiving data in BluMortgage is automatic and occurs as soon as the change happens in Finmo.

What is BluMortgage Pricing?

To see a full breakdown of our pricing and what is included, you can visit our pricing page here: https://blumortgage.ca/pricing/

Do I have to pay Zoho and BluMortgage?

No, you do not need to pay BluMortgage and Zoho. The listed price is your only cost paid directly to BluMortgage. From there, our billing team will handle your Zoho license.

What is considered an add-on for BluMortgage?

The only add-on is our BluText add-on to allow for SMS.

Everything else is included in your subscription, including the 45+ applications that come with Zoho One.

What Zoho license do you use for BluMortgage?

We use the Zoho One All-Employee license. This includes the enterprise version of all of their 45+ different applications

I already have a Zoho account- how does this affect my BluMortgage setup?

BluMortgage is focused on the CRM. With this in mind, if you are using Zoho applications that are not the CRM, we will simply merge your account under Zoho One.

If you are already using the CRM, or first preference is to “blank slate” the CRM and start over. If this is not possible, we will need to engage our professional services team to plan out the transition.

Book a demo

Book a demo with Tom Hall, product specialist and BluMortgage co-founder

In the 30-minute demo, you will:

  • Review all integrations and features
  • Recap the onboarding process and how it’ll work for you
  • Get all your questions answered

If you haven’t signed up for BluMortgage already, please start with our sign-up form. If not, please proceed to the login page:

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