BluMortgage integrates directly with Scarlett DOS. This means all Scarlett DOS data will automatically enter BluMortgage for all your CRM needs.
Our standard BluMortgage onboarding includes data import your existing database. This means you’ll have a rich dataset from day 1.
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!
With your access setup, data can continually flow from Scarlett DOS to BluMortgage, whenever an update happens in Scarlett DOS.
“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
“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
The best way to get started with BluMortgage and see the integration in-action is to check out our pre-recorded demo:
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