Standard
$ 660/year
- Complete data import
- 1-on-1 Training (45 minutes)
- Custom CRM Setup
- Velocity, Filogix, Finmo, Scarlett DOS, BrokrBindr
- Capture all emails from your inbox
- Manulife’s MPP, Appraisal Services, SnapNOA, E-Sign
- Website and Lead Aggregators
- Anniversaries, Birthday, Renewal Drips
- Filters to Identify Refi Opportunities
- SMS Messaging
- Complete Workflow Editor
- New Lead Capture and Follow-Ups
- Auto-emails to Clients and Partners
- Outstanding Condition Management
- Tasks, Tags and Notes for Collaboration
- E-Signature
- Calendar Bookings
- Cloud Storage
- Social Media Management
- 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.
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
“BluRoot has always provided us excellent service coupled with fantastic support.”
Ron Butler: President, Butler Mortgage
“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
“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
"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”:
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