Audience
Mortgage brokers and loan officers searching for a solution to improve their operations
About BluMortgage
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.
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Pricing
Starting Price:
$50 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
BluRoot
Founded: 2013
Canada
blumortgage.ca/crm-for-mortgage-brokers/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
BluMortgage Frequently Asked Questions
BluMortgage Product Features
Loan Origination
Customer Database
Digital Signature
Document Management
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
Client Database
Contact Management
Document Management
Pipeline Management
Residential Mortgages
Amortization Schedule
Closing Documents
Commercial Mortgages
Credit Reporting
Customer Statements
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pre-Qualification
Refinance Management