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Process mortgage applications with Finmo

BluMortgage has a direct integration with the Finmo's application process- from application started to submit to lender.
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Getting started

Why integrate with Finmo

The BluMortgage integration with Finmo ensures that the data captured during Finmo's digital application process is entered directly into your CRM to automatically populates your deal flow pipeline.  

Simplify client onboarding

After a lead completes a Finmo application, all of their data is transferred directly into your BluMortgage CRM- removing the need for manual data entry.
Client Applies on Finmo
Data Appears in BluMortgage
data being entered on Finmo
Finmo data appearing in BluMortgage


Integrating with industry leading software

The direct integration with Finmo allows agents to capture data and reduce time completing manual data entry

  • 1-to-1 data replication
  • Auto-create Kanban cards
  • Update on App Started, App Complete, Submit-to-Lender
  • Deal, Borrower, Realtor and Lawyer info transfer
  • Documents remain in Finmo
  • Referral management
  • Faster communication
  • Customizable dashboards
  • Customizable workflows
  • Secure data
  • Free setup

How to Integrate

Need help? We will setup the integration.

Whether you are currently using Finmo in your business or you are thinking about setting up in the future, our team will set everything up for you. We want you to focus on creating the best mortgage experience for your clientele and we will handle all of the technical details. Email us at for setup.

Step 1


Finmo Access
  • Finmo Email
  • Password
  • Disable 2-factor authentication

Step 2


  • We complete the integration for you
  • Deals will auto populate
  • Zero extra fees

Step 3



Video and online Resources

Tutorials and videos to support your team

Getting started with a CRM can seem daunting. We built a knowledge base to help support you and your team through almost every task. Additionally, we have over 100 video tutorials and how-to videos to help you design email templates, track deals, customizing workflows, adding new agents and employees and so much more. We add resources every week, and have monthly live webinars to help brokerages get the most out of their mortgage CRM.
View all video resources


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Filogix Data

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BrokrBindr Integration

Increase productivity

Seamlessly transfer of data from BrokrBindr to BluMortgage.

Lead followup

Increase conversion

How BluMortgage CRM makes it simple to follow up with new mortgage leads.

Application Followup

Closing deals

How to send an online application and follow up until the app is complete.