Organize and nurture new leads automatically

(Without leads falling through the cracks)

Whether you get your leads from referral partners, your website or another source, quick and regular follow-ups are essential to convert them to clients. BluMortgage’s email campaigns and website integration handle these follow-ups for you.

See It in Action

The Problem

With client and realtor referrals as well as online sources, prospects are impossible to organize- let alone nurture

  1. Leads are missed when left in your inbox
  2. No follow-ups after an initial phone call until the lead is “lost”
  3. Difficult to “add-value” from the first interaction

Here’s how to put your prospect management on auto-pilot

Getting started with BluMortgage’s prospect management platform is easy. The best part? It’s simple to learn and our support team will be with you every step of the way.

Start the BluMortgage Process >

Step #1

Integrate your lead sources

BluMortgage can integrate directly with your Gmail and Outlook inbox. This allows referral emails to instantly enter your CRM

BluMortgage comes with a form builder for easy website integration. Or, use a custom form to capture referrals in an organized, automated fashion.

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Step #2

Customize your templates using our simple drag-and-drop editor

We understand that our pre-built prospecting 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.

Step #3

Turn on whatever campaigns are relevant to your process

Like our templates, we have pre-built campaigns ready-to-go. In your settings area, select which campaigns are right for you, and turn them on with the click of a button.

 

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Step #4

Start managing your prospects!

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.

Once the lead has been nurtured, send your application automatically to start the live deal process.

 Here’s Why The Top Mortgage Brokers in Canada are using BluMortgage

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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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“BluRoot has always provided us excellent service coupled with fantastic support.”

Ron Butler: President, Butler 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 to see the BluMortgage prospecting platform in-action?

You’re minutes away from taking BluMortgage for a test drive:

  1. 100% free and get access within minutes
  2. Absolutely no obligation
  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 to get instant access

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

Book a demo

Book a demo with Tom Hall, product specialist and BluMortgage co-founder

In the 30-minute demo, you will:

  • Review all integrations and features
  • Recap the onboarding process and how it’ll work for you
  • Get all your questions answered

If you haven’t signed up for BluMortgage already, please start with our sign-up form. If not, please proceed to the login page:

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