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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AMB offers a highly resilient accounting system tailored specifically for mortgage banking. This software surpasses traditional debits and credits by meticulously tracking transactions for each loan individually. As a result, detailed information about each loan is readily available, eliminating the need for redundant spreadsheets. With just a simple click, users can effortlessly identify the loans that contribute to any account balance at any given moment. Unlike older "Batch" oriented systems, AMB's real-time accounting capabilities facilitate quicker data entry, remove the necessity for tedious posting routines, and enable immediate reporting. Furthermore, AMB allows for mortgage loan accounting to be customized to meet your specific requirements, thereby enhancing your staff’s productivity and efficiency. Many mortgage bankers find themselves relying on accounting software that is ill-suited for their operations, which can hinder their overall effectiveness. By choosing AMB, you ensure that your accounting processes align perfectly with your unique business demands.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Filogix No 
Floify No 
Gmail No 
Microsoft Outlook No 
Telemetry BI Yes 

Integrations

Filogix Yes 
Floify Yes 
Gmail Yes 
Microsoft Outlook Yes 
Telemetry BI No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advantage Systems

Country

United States

Website

www.mortgageaccounting.com

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

blumortgage.ca/crm-for-mortgage-brokers/

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database Yes 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application No 

Mortgage and Loans

Amortization Schedule No 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages Yes 

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