BluMortgage

A customized CRM configuration for mortgage pros with pre-built templates and industry integrations

Developed by: BluRoot, Inc.
  ( 3 )

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

Tags

Published date Aug 25, 2020
Version 1.0
Category Customer Service
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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