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Have a client journey that integrates with Finmo

(Without any double entry)

BluMortgage integrates directly with Finmo. This means all Finmo data will automatically enter BluMortgage for all your CRM needs.

See it in Action

Using Finmo’s customer experience does not mean you need to compromise on staying in-touch with clients

  1. Double entry from Finmo to your CRM
  2. Delayed updates to clients
  3. Difficulty maintaining Zaps through edge cases and updates

Use the integration relied on by 100s of Canadian brokers

With the BluMortgage integration with Finmo, all data can instantly come into your CRM. The best part? All maintenance and updates are done automatically for you.

Get Started for Free

Step #1

Easily import all your existing data to BluMortgage. We’ll do it for you!

Our standard BluMortgage onboarding includes data import your existing database. This means you’ll have a rich dataset from day 1.

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Step #2

Get your Finmo API Key

We work with you to get your Finmo API Key, which gives BluMortgage access to your Finmo account. Entering this into BluMortgage sets up all connections needed for the Finmo integration

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

Step #3

Watch your data flow into BluMortgage

With your access setup, data can continually flow from Finmo to BluMortgage, whenever an update happens in Finmo.

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

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“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

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“BluRoot has always provided us excellent service coupled with fantastic support.”

Ron Butler: President, Butler Mortgage

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“My business has transformed 180 degrees after using BluMortgage.”

Daniel Char, Ultimate Mortgage Group

You are minutes away from a Finmo-integrated customer journey.

The best way to get started with BluMortgage and see the integration in-action is to check out our pre-recorded demo:

  1. Deep dive on how the Finmo integration works in-action
  2. Review of all other essential BluMortgage features
  3. Skip to the most important sections for you
Complete the form to watch our pre-recorded demo

Want to ask specific questions?

If the information on this webpage and our pre-recorded demo are still not enough- then no problem at all! Let's schedule some time to walk through your specific questions

Book a Demo

Book a demo