Create a deal flow pipeline that automates your process
(With your whole team staying up-to-date)
The process of closing a mortgage involves many steps and requires co-ordination of clients, lenders, realtors and lawyers. BluMortgage makes this simpler by auto-generating tasks and automatic emails based on your stage in the process.
The Problem
You mortgage process is unique, but requires standardization and automation to be efficient and scale
- Difficult to stay on-top of all live deals
- Using dis-organized emails and calls to track your team activity
- Realtor partners calling you to know the deal status
Here’s how to put your deal flow on auto-pilot
Getting started with BluMortgage’s deal flow pipeline 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
Integrate your deal submission platform
BluMortgage receives data from Velocity, Filogix Expert, Finmo, and Scarlett DOS to bring all information into a central spot.
Step #2
Customize your templates using our simple drag-and-drop editor
We understand that our pre-built deal flow 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 and referral partners.
Step #3
Turn on whatever campaigns are relevant to your process
Like our templates, we have pre-built task and email automations ready-to-go. In your settings area, select which automations are right for you, and turn them on with the click of a button.
Step #4
Start managing your deal flow!
With all data in a single spot, it’s simple to write notes, set reminders for yourself and log all email, text and phone communications with your prospects.
Having your data in a single spot enables simple team collaboration and streamlines your compliance process.
Here’s Why The Top Mortgage Brokers in Canada are Using BluMortgage
“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
Book a demo
