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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.

Features

Integrating with industry leading software

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

  • 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 [email protected] 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

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.

Floify Integration

Increase productivity

Explore how BluMortgage is integrated with the Floify point-of-sale system.

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.