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Finmo CRM Integration with BluMortgage

BluMortgage is a premier solution for Finmo CRM integration. Easily send your online application to clients and capture customer details from completed applications.

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About The Integration

The BluMortgage CRM integration with Finmo allows seamless communication between the two systems. Specifically, this integration offers:

  1. Simplified sending of Finmo application to clients existing within the BluMortgage CRM with intelligent follow-up campaigns
  2. Update of mortgage and client details based on the information captured in a completed application
  3. Task and email automations based on Finmo actions to keep track of mortgage progress

See the details of the integration in this explainer video!

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About Finmo

If you have a mortgage business, you can use Finmo to:

  • Offer borrowers the ability to complete their mortgage from anywhere, in a simple organized process.
  • Custom brand the borrower experience so they only see your name, your logo, your picture.
  • Collect accurate applications, then push to Filogix Expert™

Finmo.ca

See BluMortgage in Action

Interested in our informative brochure?

Fill out the form to receive our information packet that provides a detailed overview of BluMortgage software product. It’s completely free, and there is no obligation in filling out the form.

BluMortgage Contact Form

If you’re still looking to do some additional research, check out the complete BluMortgage website.

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