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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

MDE Pro is a customizable mortgage readiness evaluation platform designed for brokers, lenders, and loan officers. This innovative tool transforms anonymous visitors on websites into qualified borrowers by utilizing an engaging assessment that evaluates factors such as affordability, debt-to-income ratio, estimated payments, and overall mortgage readiness. Borrowers benefit from tailored recommendations, while brokers are able to increase the conversion of current website traffic into loan applications seamlessly, maintaining their existing workflows. The platform is easy to implement with a single script, offers support for personalized branding, is compatible with any website, and is specifically tailored to enhance current Loan Origination Systems (LOS) and Customer Relationship Management (CRM) solutions. Additionally, MDE Pro empowers brokers to efficiently track and manage leads, ultimately leading to improved customer engagement and satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Floify Yes 
Blend No 
Encompass No 
Filogix Yes 
Gmail Yes 
HubSpot CRM No 
LendingPad No 
Microsoft Outlook Yes 
PreApp 1003 No 
Salesforce No 
Zapier No 

Integrations

Floify Yes 
Blend Yes 
Encompass Yes 
Filogix No 
Gmail No 
HubSpot CRM Yes 
LendingPad Yes 
Microsoft Outlook No 
PreApp 1003 Yes 
Salesforce Yes 
Zapier Yes 

Pricing Details

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

Pricing Details

$29/month
Plans start at $29/month (billed annually) or $39/month billed monthly.
Free Trial No 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

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

Vendor Details

Company Name

OurNetHelps

Founded

2016

Country

India

Website

ournethelps.com

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 

Product Features

Mortgage and Loans

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

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