For a growing mortgage business, it is essential to understand key metrics such as conversion rate, yearly target progress and revenue by lead source. Even more important are metrics specific to your way of doing business. BluMortgage’s customizable reports and analytics make this simple.
Getting started with BluMortgage’s reporting and analytics is easy. The best part? It’s simple to learn and our support team will be with you every step of the way.
Our standard BluMortgage onboarding includes data import from your existing database. This means you’ll have a rich dataset from day 1.
BluMortgage receives data from Velocity, Filogix Expert, Finmo, BrokrBindr and Scarlett DOS to bring all information into a central spot.
With our simple drag-and-drop editor, it is simple to edit existing or create new reports. Report, filter and aggregate on any field in the CRM.
Use report schedulers to automatically distribute the reports via email on a regular basis.
Within the BluMortgage “analytics” suite, it is easy to build graphs, target meters, year-over-year comparisons and much more.
For analytics that you want to see everyday, embed directly in your homepage.
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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