BluMortgage is a customized CRM for mortgage professionals. You can streamline your deal flow with a simplified pipeline, pre-built task and email automations, and checklists to manage documents and outstanding conditions. With BluMortgage you can send email campaigns at multiple stages in the mortgage lifecycle, right from lead nurturing to post-close check-ins. All mortgage data is centralized in BluMortgage with industry integrations such as Floify and Finmo.
Key Features:
Process Management: Preconfigured task and email automations to make sure your internal team, borrowers, and even external partners like realtors are up to date
Simplified Client Communications: BluMortgage comes with an online application for lead nurturing, including pre-approval and post-close campaigns to simplify client communications
Centralized Data: Industry integrations like Floify and Finmo along with Zoho’s prebuilt email integration allow for all customer details to exist within BluMortgage
BluMortgage is easy to use, comes preset out of the box, and you can customize to your own processes. Reasonably priced, fast, and simple. I use it all day, everyday. The phone app is also very helpful when away from the computer.
With over 26 years in the industry, I can truly say BluMortgage is THE best CRM system out there for Mortgage Brokers. The switch-over was easy, as the support team built out the base of my system, with tons of video-based and personal support to help me continue to customize areas to change things to how I want it. This will change your business & help you sleep at night, thank-you BlueMortgage!
Unit 376 - 2255B Queen Street East Toronto, Ontario, Canada M4E1G3
BluRoot is a Zoho Premium Partner that works focuses on training and empowering users and admins to "own" their Zoho stack. We also have a vertical for mortgage brokers called "BluMortgage".
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I would recommend you to try BluMortgage. It would add a lot more value to your CRM account.
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