Have a client journey that integrates with Scarlett DOS

(Without any double entry)

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

See it in Action

Using Scarlett DOS’ pipeline does not mean you need to compromise on staying in-touch with clients

  1. Double entry from Scarlett DOS to your CRM
  2. Delayed updates to clients
  3. Difficulty maintaining Zaps through edge cases and updates
  4. Native CRM is not flexible or customizable

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 Scarlett DOS Zapier Key

We work with you to get your Scarlett Zapier Key, which gives BluMortgage access to your Scarlett DOS account. From here, we will setup custom Zaps to connect the two systems.

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 Scarlett DOS to BluMortgage, whenever an update happens in Scarlett DOS.

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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

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“Having switched from another big CRM company whose software was overcomplicated, poorly thought out and whose support was one of the slowest I’ve ever experienced, this is a refreshing improvement.”

Brian Couture, DLC Canadian Mortgage Experts

You are minutes away from a Scarlett DOS-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

Book a demo with Tom Hall, product specialist and BluMortgage co-founder

In the 30-minute demo, you will:

  • Review all integrations and features
  • Recap the onboarding process and how it’ll work for you
  • Get all your questions answered

If you haven’t signed up for BluMortgage already, please start with our sign-up form. If not, please proceed to the login page:

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