BluMortgage integrates directly with Velocity. This means all Velocity data will automatically enter BluMortgage for all your CRM needs.
Our standard BluMortgage onboarding includes data import of all your existing Velocity data. This means you’ll have a rich dataset from day 1.
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!
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.
“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
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