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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

POWWR delivers a comprehensive cloud-based software suite tailored for energy suppliers and brokers, aimed at enhancing sales processes, contract management, and risk assessment within the retail energy sector. The Sales360 module provides suppliers with features such as automated custom pricing for brokers, rapid bulk quoting, and increased conversion rates, whereas the Risk360 module assists in managing market fluctuations and safeguarding profit margins through predictive forecasting and revenue modeling. For brokers, the Broker360 module grants immediate access to real-time pricing across the entire market, simplifies submission processes, tracks team roles and commissions, and offers seamless integrations with CRM systems and supplier APIs. Emphasizing end-to-end automation across all modules, POWWR significantly minimizes manual tasks, speeds up deal closures, reduces drop rates, enhances customer retention—boasting an impressive 85% renewal rate through its software—and ensures transparency and control throughout the customer lifecycle. By addressing the critical needs of both suppliers and brokers, POWWR is revolutionizing the way energy transactions are conducted.

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

POWWR

Founded

2009

Country

United States

Website

www.powwr.com

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

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