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ease
features
design
support

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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

Transforming the mortgage process with a flexible platform centered on customer experience. For many individuals pursuing a mortgage, the application and renewal stages often prove to be lengthy, exasperating, and filled with uncertainty. Consequently, lenders face the dual challenge of fulfilling customer expectations while adhering to regulations in a cost-effective manner; they aim to offer personalized service to foster brand loyalty while managing expenses to drive business expansion. Embracing digitization and automation presents a solution, forming the core of our premier mortgage origination and processing platform. With a strong emphasis on user experience and a customer-centric approach, our technology showcases our extensive digital expertise and dedication to simplifying home financing, making it as seamless as other modern consumer interactions. Serving over 20 Tier 1 lenders and challenger banks, our platform efficiently manages the complete tracking and processing of applications for your front office, intermediaries, and clients alike, ultimately enhancing the overall mortgage experience. This innovative approach not only improves efficiency but also builds stronger relationships between lenders and borrowers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Floify
Gmail
Microsoft Outlook

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

Capita

Country

United Kingdom

Website

www.capita.com/expertise/software/finance-and-payment-software/mortgage-software-services

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

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

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