Floify CRM Integration with BluMortgage

BluMortgage is a premier solution for Floify CRM integration. Easily capture customer details from a Floify Loan Flow and streamline communication with bi-directional stage and milestone sync.

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About The Integration

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

  1. Synchronization of essential contact information (Contact name, email, phone number, mortgage details) from Floify into BluMortgage
  2. Check and uncheck of key Floify milestones based on the stage update in BluMortgage
  3. Update of BluMortgage stages based on check and uncheck of key Floify milestones

See the details of the integration in this explainer video!

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About Floify

Floify is a digital mortgage automation and point-of-sale solution that streamlines the loan origination process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Lenders use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster.

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