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.
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.
BluMortgage receives data from Velocity, Filogix Expert, Finmo, and Scarlett DOS to bring all information into a central spot.
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.
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.
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.
“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
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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