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.
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.
“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
“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
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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