No more double entry with your Velocity database

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

See it in Action

Manual copy-paste and complicated CSV imports is not the only way to get Velocity data into your CRM

  1. Copy-paste data manually from Velocity to your CRM
  2. Skipping essential fields for administrative ease
  3. Difficult data structures for when a borrower has multiple mortgages
  4. Complicated Excel formulas to manipulate CSV extracts

Step #1

Easily import all your existing data to BluMortgage. We’ll do it for you!

Our standard BluMortgage onboarding includes data import of all your existing Velocity data. This means you’ll have a rich dataset from day 1.

Picture
Picture

Step #2

Get your Velocity API Key and setup your Velocity webhook

We work with you to get your Velocity API Key, which gives BluMortgage access to your Velocity data. From there, we’ll setup a “webhook” to automatically send data to BluMortgage CRM.

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 Velocity to BluMortgage, whenever an update happens in Velocity.

If you ever need to manually pull data, use our button and built-in toggles to decide exactly how and when your data is going to enter your CRM.

Picture

 Here’s Why The Top Mortgage Brokers in Canada are using BluMortgage

Logo

“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

Logo

“BluRoot has always provided us excellent service coupled with fantastic support.”

Ron Butler: President, Butler Mortgage

Logo

“My business has transformed 180 degrees after using BluMortgage.”

Daniel Char, Ultimate Mortgage Group

Logo

“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 never copy-pasting Velocity data again.

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 Velocity 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:

Sign-Up Form Login Page