If You Close 1 More Mortgage, the CRM Pays For Itself!

Standard

USD$ 900 /year per user

Get Started

Everything you’ll ever need

Free Onboarding and Training
  • Multiple 1-on-1 Sessions For Setup
  • Free Enrolment in Masterclass
  • Unlimited Request to Support Team
  • Library of ~150 How-To Guides
  • BluMortgage Video Academy
Mortgage Marketing (+SMS add-on)
  • Anniversaries, Birthday, Renewal Drips
  • 100+ Pre-Built Email Templates
  • Video Marketing
  • SMS Automations ($30/month add-on)
  • Customizable Workflow Builder
  • Social Media Management Tool
Deal Flow Management
  • New Lead Capture and Follow-Ups
  • Auto-emails to Clients and Partners
  • Track Documents
  • Tasks, Tags and Notes for Team Collaboration
20+ Integrations (Included for Free)
  • Velocity, Filogix, Finmo, Scarlett DOS, BOSS, BrokrBindr
  • Email Inbox Integration
  • E-Sign, Manulife’s MPP, Appraisal Services
  • Website and Lead Aggregators
  • Zapier Connection
Ongoing Support
  • Live Chat or Call with Support Team
  • Unlimited Help Desk Requests
  • Access to Exclusive BluMortgage Community
  • Expert Weekly Office Hours
  • Monthly Webinars
  • Continual Product Updates

*all pricing is per-user and in USD

🎁 Bonus Gifts for Using BluMortgage:

1. Done-For-You CRM Setup (Yearly Only)

Experts will work 1-on-1 with you to optimize templates and data for your business

Value: $1,000+
Cost to You: FREE

2. Velocity, Finmo, Filogix, BOSS Import

Import this data into BLU with our pre-built import tools

Cost to Manually Import: $2,000+
Cost to You: FREE

3. Productivity Suite

E-Sign, Calendar Booking, Online Forms, Email Marketing, Social Media Management

Value: $1,500/year
Cost to You: FREE

Over $4,500 in value!

Are you eligible for additional perks?! Check to see if your brokerage is a BluMortgage partner.

 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 for 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. Cancel at anytime
  3. Sample data to mimic a live deal flow
  4. The easiest and fastest way to learn about BluMortgage
Want a free demo account? Enter your details for instant access

Plus Save Thousands per Year with BluMortgage

To get all the features included in BluMortgage, brokers would have to sign up for countless other tools:

Service bought
price paid
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$1,200
Pricing Logo
$144
Pricing Logo
$240
Pricing Logo
$50

With BluMortgage, brokers can eliminate tools that cost over $1,500 per year!

"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