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.
Using Scarlett DOS’ pipeline does not mean you need to compromise on staying in-touch with clients
- Double entry from Scarlett DOS to your CRM
- Delayed updates to clients
- Difficulty maintaining Zaps for all scenarios
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.
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.
Here’s Why The Top Mortgage Brokers in Canada are Using BluMortgage
“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
“BluRoot has always provided us excellent service coupled with fantastic support.”
Ron Butler: President, Butler Mortgage
“My business has transformed 180 degrees after using BluMortgage.”
Daniel Char, Ultimate Mortgage Group
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:
- Deep dive on how the Scarlett DOS integration works in-action
- Review of all other essential BluMortgage features
- Skip to the most important sections for you
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
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