Top CRMs for Your Referral Partners

As a mortgage broker, it’s essential to maintain strong relationships with your referral partners. If you’re a BluMortgage CRM user, you know that one of the most effective ways of doing this is by using a CRM.

Like any relationship, working with your referral partners is a 2-way street! And the better your referral partners are at managing their relationships, the more productive you will be working with them.

One of the best ways to achieve this is to have your referral partners use a CRM. Below are our top recommendations!

Financial Advisors

Recommendation: Cloven

This Canadian-specific CRM software for financial advisors offers an all-in-one solution to build strong relationships and grow your business.

With the Cloven’s profile builder, you can see active policies & investments, keep track of entire communication history, and even relationships with other clients. You can also collaborate with your team members and track active opportunities.

Cloven’s subscription includes a suite of business tools including E-Signature, Calendar Booking, Social Media Management, and a Form Builder at no extra cost.

Cloven also offers a $200 referral bonus, which is a nice bonus.


Recommendation: Top Producer

This CRM system is specifically designed for realtors, and offers a wide range of features to help you manage contacts, follow up with leads, and close more deals.

With Top Producer, you can track of your clients’ information, as well as their listing and transaction history. You can also automate marketing campaigns, create custom reports, and integrate with real estate sites like Zillow and Trulia.

Top Producer is a Canadian company serving both USA and Canada.

Lawyers and Notaries

Recommendation: Clio

This cloud-based CRM system is designed for legal professionals, and offers features like time tracking, billing, and document management.

With Clio, you can schedule appointments, track billable hours, and generate invoices. You can also collaborate with your team members, store all your documents in one place, and access your data from anywhere.


Each of these CRM systems is designed specifically for the needs of the respective industry, and offers a range of features to help your partners manage contacts, automate marketing campaigns, track progress, and close more deals.

By recommending these CRMs to your referral partners, not only do you make their business better, but you’ll build stronger relationships with them. It’s a win-win!

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