Market to your customers at every step of the process
(Without building templates from scratch)
As a busy mortgage broker, it can be difficult to stay-in-touch with your entire client database. BluMortgage’s marketing platform makes this easier through 100s of pre-built templates and campaigns from new leads to post-close newsletters.
The Problem
You don’t have time to build your own campaigns, but you don’t want to lose your unique brand
- Building templates is time-consuming and requires design skills
- By using your brokerage’s templates, you can lose your brand
- You have unique touchpoints that you need to customize
Here’s how to build your custom marketing in 4 easy steps
Getting started with BluMortgage’s marketing platform is easy. The best part? It’s simple to learn and our support team will be with you every step of the way.
Step #1
Easily import all your existing data to BluMortgage. We’ll do it for you!
Our standard BluMortgage onboarding includes data import from your existing database. This means you’ll have a rich dataset from day 1.
Step #2
Customize your templates using our simple drag-and-drop editor
We understand that our pre-built templates don’t work for everyone- no problem! Use our templates as a starting point, and tweak to how you like to talk to your customers.
Step #3
Turn on whatever campaigns are relevant to your process
Like our templates, we have pre-built campaigns ready-to-go. In your settings area, select which campaigns are right for you, and turn them on with the click of a button.
Step #4
Send targeted newsletters based on database parameters
With our simple filter tool- pull up refinance opportunities, high net-worth individuals, or even reverse mortgage candidates. From there, quickly send a newsletter over email, or even text!
Need to Follow Up with Clients?
We’ve taken the best practices from 1,000s of brokers, and distilled it to 3 sure-fire steps for more repeat business. Interested?
Over $11.5B in annual mortgage volume is managed through BLU. Here’s why:
“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
Want to ask specific questions?
If the information on this webpage and the demo account are still not enough- then no problem at all! Let's schedule some time to walk through your specific questions
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