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.
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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