BluMortgage

CRM pipeline with pre-built emails and industry integrations

About BluMortgage

The BluMortgage platform provides mortgage brokers with an easy-to-use mortgage application deal flow pipeline. This pipeline allows brokers to simply track all active applications and collaborate with underwriters, lawyers, realtors assistants and even other agents. Throughout this pipeline, BluMortgage provides 21 automations to streamline repetitive activities. These automations are both internal and external and include actions such as reminding your team to submit an application to the lender and notifying a realtor to lift a financing waiver when conditions are fulfilled.
BluMortgage has 3 unique campaigns to increase communications with clients. BluMortgage’s 5-year action email campaign consists anniversary based emails, as well as educational emails on home-owner best practices. The pre-built lead nurture campaign is a series of 10 emails designed to identify and convert incoming prospects into qualified mortgage leads. Finally, the pre-approval campaign is a series of pre-templated email that maintains contact with your clients throughout the “house-hunt”.
BluMortgage is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluMortgage boasts world-class security, reliability and speed. This also allows BluMortgage to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as Floify, Finmo and BrokrBindr.

Key benefits of BluMortgage

-Active mortgage pipeline to manage and automate the process of completing a mortgage
-5 year post-close action plan to communicate with clients
-Integration with document collection applications such as Floify, Finmo and BrokrBindr
-Lead nurture campaigns to develop a new lead into a qualified deal
-Pre-approval campaign to maintain contact with your clients throughout their house-hunt
-Powerful dashboards to gain critical insight on business processes

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia

Supported Languages

English, French

Images

A comprehensive view of all items related to a live deal including deal stage, borrowers, to-do list items, collaboration notes and outstanding conditions
The pre-built email templates include merge tags to dynamically populate the email based on fields in the CRM. The easy-to-use editor allows users to customize their templates
Keep track of referral partners and all the prospects that they've sent to you. Maintain visibility on which prospects close to identify high-value partners
For each incoming prospect, manage exactly which stage you are at in the lead nurture process. Use the checkbox fields to instantly put the prospect in a lead nurture campaign
For each of your live deals, see exactly where they are at in the process. At a high-level understand the activity in your pipeline and where any bottlenecks exist
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BluMortgage video
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BluMortgage screenshot: A comprehensive view of all items related to a live deal including deal stage, borrowers, to-do list items, collaboration notes and outstanding conditions BluMortgage screenshot: The pre-built email templates include merge tags to dynamically populate the email based on fields in the CRM. The easy-to-use editor allows users to customize their templates BluMortgage screenshot: Keep track of referral partners and all the prospects that they've sent to you. Maintain visibility on which prospects close to identify high-value partners BluMortgage screenshot: For each incoming prospect, manage exactly which stage you are at in the lead nurture process. Use the checkbox fields to instantly put the prospect in a lead nurture campaign BluMortgage screenshot: For each of your live deals, see exactly where they are at in the process. At a high-level understand the activity in your pipeline and where any bottlenecks exist

Features

Total features of BluMortgage: 27

  • API
  • Action Planning
  • Ad hoc Reporting
  • Automatic Notifications
  • Client Management
  • Communication Management
  • Contact Management
  • Customer Database
  • Customizable Reporting
  • Data Capture and Transfer
  • Document Management
  • Document Storage
  • Email Distribution
  • Email Integration
  • Lead Management
  • Pipeline Management
  • Process Control
  • ROI Analytics
  • Real Time Notifications
  • SMS Integration
  • Scheduled Reporting
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Scheduling
  • Website Integration
  • Workflow Management

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Reviews

Overall rating

5 /5
(1)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
4/5

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Showing 1 review
Sam J.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Exellent Software

Reviewed on 2019/11/12

Overall BluMortgage has greatly improved the operations of my mortgage business. The easy...

Overall BluMortgage has greatly improved the operations of my mortgage business. The easy management and automation has allowed me to close more deals and grow my business

Pros

It has a wide range of features and can integrate with other systems to provide a total solution for my business.It keeps tracks of my lead and applicant. Makes easy for me to manage my day.

Cons

Right now they only provide email support. I prefer to have a phone call support.

BluMortgage FAQs

Below are some frequently asked questions for BluMortgage.

BluMortgage offers the following pricing plans:

  • Starting from: US$50,00/month
  • Pricing model: Subscription
  • Free Trial: Available

$50 per user per month if paid yearly. $55 per user per month if paid monthly.

BluMortgage offers the following features:

  • Contact Management
  • Document Management
  • Lead Management
  • Marketing Management
  • Pipeline Management

BluMortgage has the following typical customers:

Small Business, Mid Size Business

BluMortgage supports the following languages:

English, French

We do not have any information about what devices BluMortgage supports

BluMortgage integrates with the following applications:

Floify, Gmail, Microsoft Outlook

BluMortgage offers the following support options:

Phone Support, Online Support

Related categories

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