Integrate your Client Journey with MortgageBOSS

(Without any double entry)

Sync MortgageBOSS data to BluMortgage without any double entry! Experience one of BluMortgage’s most modern integrations.

See it in Action

Simplify staying-in-touch with an integrated client journey

  1. Refresh data BOSS data on-demand
  2. Sync lead details from BLU directly to a new BOSS deal
  3. Fully customizable to YOUR client journey

Step #1

Get your BOSS Connection Key

Your Connection Key connects your BluMortgage account with your BOSS account. You’ll need to copy from BOSS (see picture) and paste in BluMortgage.

If this sounds complicated- don’t worry- we do it for you!

Step #2

Customize your Integration

Customize the integration to match the way you do business.

The way you do business is unique, and your tech should match that. Update the setting page to match your exact Client Journey.


Step #3

Watch your data flow into BluMortgage

With the setup complete, update your BluMortgage deal flow based on MortgageBOSS data with the click-of-a-button.

No double entry needed!

Step #4

Auto-Create BOSS Deals

For many brokers, BLU is the ideal place to “qualify” new leads (especially if you collect online leads)!

Once you’re ready to start an application, transfer all details to BOSS!


Here’s Why The Top Mortgage Brokers in Canada are Using BluMortgage


“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

Ready for a CRM that works for your business?

You’re minutes away from giving BLU a test drive:

  1. 100% free and get access within minutes
  2. Cancel at anytime
  3. Sample data to mimic a live deal flow
  4. The easiest and fastest way to learn about BluMortgage
Want a free demo account? Enter your details for instant access

Have a specific questions?

Sometimes the best way to get the answers you need is just to talk with someone. Book time with the BLU team for a 1-on-1 call:

Book a Demo

Book a demo