Floify | CRM with Floify Integration

Integrations

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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Getting started

Why integrate with Floify

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

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

Simplify loan flows

After a loan flow is created in Floify, it can be tracked directly using your BluMortgage CRM. We have removed the need for manual data entry.

The integration process >

Features

Integrating with industry leading software

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

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 Connect a Floify loan flow to an existing client within BluMortgage
 Create a BluMortgage client and link a Floify loan flow

 Track Floify milestone progress from within BluMortgage
 Trigger BluMortgage stage updates and subsequent actions based on Floify milestones 

How to Integrate

Need help? We will setup the integration.

Whether you are currently using Floify 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 support@bluroot.ca for setup.

Step 1

Access

Floify Access

Floify Email
Password
Disable 2-factor authentication

Step 2

Setup

Timing

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

Step 3

Support

Questions?

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.

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