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Integrations

Process mortgage applications with Finmo

BluMortgage has a direct integration with Canada's smartest, online mortgage application.
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Getting started

Why integrate with Finmo

Finmo offers a fully digital mortgage application process, BluMortgage ensures that the data captured during the application process is entered directly into your CRM and 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. We have removed the need for manual data entry.
Client Applies on Finmo
Data Appears in BluMortgage
data being entered on Finmo
Finmo data appearing in BluMortgage

Features

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-populate sales pipeline
  • Auto-create Kanban cards
  • Customizable workflows
  • Reduce data entry
  • Automate repetitive tasks
  • Referral management
  • Faster communication
  • Customizable dashboards
  • Documents remain in Finmo
  • 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 [email protected] for setup.

Step 1

Access

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

Step 2

Setup

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

Step 3

Support

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

Emails

Integrate your email

How to integrate your email inbox with the mortgage broker CRM, BluMortgage.

Newsletters

Client communication

How to send an email newsletter to a segment of your database.

Filogix Data

Managing Data

How you can get your data from Filogix Expert into BluMortgage CRM.

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.