3-4x Your Responses from Lead to Close

(Without adding more complexity for your team)

By adding texts to your client journey, your chance of connecting increases by 4x. The best part? All messages are easily accessible from BluMortgage CRM.

Add it to your BluMortgage account in 2 mins!

Free Trial

The Problem

Clients Only Read 20% of Your Updates…Here’s Why

  1. Email open rates are ~20% , whereas texts are opened 98% of the time!
  2. Emails are not nearly as personal as a text- making it difficult to stand out from the banks
  3. Texting from your personal number is not automated and difficult to share with a team

Step #2

Never write your own marketing campaign again.

Access every template you’ll ever need, including:

  1. New lead follow-ups
  2. Mortgage application reminders
  3. Status updates to clients and partners
  4. Happy birthday messages
  5. Renewal reminders

Step #3

Turn on text automations for every part of the client journey.

The BluText add-on does not mean more manual work per file.

Instead, turn on automations so that text updates to clients and realtors are on auto-pilot.


Step #4

Catch the attention of past clients for refinance opportunities.

Contacting past clients is a great way to build you book of business.

However, if clients aren’t expecting your email, it can often be ignored. Send a mass text reach many clients in an impactful way.

Step #5

Revive lost leads with a text reminder.

If a client is not responding to your emails, it could be because they’re overwhelmed by the number of emails, or perhaps you have the wrong email!

Solve both these problems by sending a quick text to make sure they’re still interested in working with you.


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


“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


Twilio Integration

Send text messages with confidence

  1. Twilio is a service that provides phone numbers to reliably send text messages
  2. Since we use your Twilio account, this number is owned by you (not BluMortgage)
  3. If the client calls this number, you can “forward” the call to your cell
  4. Twilio charges less than $0.01 per text


If this becomes confusing, the BluMortgage team can setup your Twilio account for you!

Ready to increase your response rate by 4x?

You’re minutes away from taking the BluText add-on for a test drive:

  1. Get installed and setup within minutes
  2. Cancel anytime
  3. Pre-built templates ready-to-go
  4. After 2 weeks, opt-in for as little as $30/month
Try Texting Automations in BluMortgage

Book a demo