Standard

$ 660/year

Get Started

Onboarding
  • Complete data import
  • 1-on-1 Training (45 minutes)
  • Custom CRM Setup
Integrations
  • Velocity, Filogix, Finmo, Scarlett DOS, BrokrBindr
  • Capture all emails from your inbox
  • Manulife’s MPP, Appraisal Services, SnapNOA, E-Sign
  • Website and Lead Aggregators
Marketing
  • Anniversaries, Birthday, Renewal Drips
  • Filters to Identify Refi Opportunities
  • SMS Messaging
  • Complete Workflow Editor
Deal Flow Management
  • New Lead Capture and Follow-Ups
  • Auto-emails to Clients and Partners
  • Outstanding Condition Management
  • Tasks, Tags and Notes for Collaboration
Full Suite of Business Tools
  • E-Signature
  • Calendar Bookings
  • Cloud Storage
  • Social Media Management
Ongoing Support
  • Continual Product Updates
  • Unlimited Help Desk Requests
  • Zoom Support

*all pricing is per-user and in USD

Save More With BluMortgage

With the full suite of tools that come with BluMortgage, most brokers end up saving money. These tools include Sign, Bookings (like Calendly), Campaigns (like MailChimp), Forms, Workdrive (like Google Drive) and many more.

Service bought
price paid
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$100
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$12
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$20
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$4

With the additional services that BluMortgage can replace, the average broker can save up to $136 every month by making the switch. More than double the cost of BluMortgage!

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

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

Ron Butler: President, Butler Mortgage

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“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

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

Daniel Char, Ultimate Mortgage Group

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“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

Ready to finally get a CRM that works for your mortgage business?

You’re minutes away from taking BluMortgage for a test drive:

  1. 100% free and get access within minutes
  2. Absolutely no obligation
  3. Sample data to mimic a live deal flow
  4. The easiest and fastest way to learn about BluMortgage
BluMortgage – Recorded Demo and Try for Free

"Is BluMortgage Right for Me?"

Still not sure if BluMortgage is right for you and your mortgage business? Take our Fit Assessment Survey to determine your “CRM archetype”:

Fit Assessment Survey

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