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Description
The top-rated CRM specifically designed for mortgage brokers is BluMortgage, which enhances client communication through pre-designed email campaigns. By simplifying the application pipeline, BluMortgage effectively manages the intricate tasks faced by mortgage brokers. For brokers, nurturing client relationships is paramount, and BluMortgage equips them with essential tools to foster these connections throughout the application journey and beyond. Its pre-arranged drip campaigns ensure that important dates like birthdays, anniversaries, and renewal reminders are not overlooked, facilitating ongoing engagement. Additionally, advanced reporting features help brokers pinpoint potential refinance or upsell opportunities. By utilizing CRM activity reports, users can extract vital insights into productivity trends. To maintain alignment across the team, BluMortgage offers centralized tracking, allowing users to monitor notes, tasks, outstanding conditions, and email communications efficiently. This comprehensive approach not only streamlines operations but also enhances overall client satisfaction and retention. Ultimately, BluMortgage serves as an indispensable ally for mortgage brokers aiming to thrive in a competitive market.
Description
Founded in 2006, our mission was to deliver finance and banking software with a personalized touch while ensuring that the tools remained user-friendly for everyone. Over the years, we have successfully rolled out three software versions, developed numerous functionalities, and enhanced adaptability features, all while accumulating extensive knowledge in the process. We take great pride in our technical expertise and our swift problem-solving capabilities. A notable instance of this was during a recent national currency change in our home country, which prompted us to create a multi-currency feature that is now accessible to all our clients. After a decade of continuous software advancement and collaborating with exceptional clients on challenging initiatives, we are now positioned to provide effective software solutions, foster strong partnerships, and assist both established and emerging companies in maximizing the potential of their systems and infrastructure. Our commitment to innovation drives us to keep evolving and responding to the ever-changing needs of the industry.
API Access
Has API
API Access
Has API
Integrations
Floify
Gmail
Microsoft Outlook
Pricing Details
$50 per user per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BluRoot
Founded
2013
Country
Canada
Website
blumortgage.ca/crm-for-mortgage-brokers/
Vendor Details
Company Name
Financ IT Solutions
Founded
2010
Country
Latvia
Website
www.cloudcredit.net
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application