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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

Utilize mortgage pricing tools, eligibility data, and investor pricing to create a more automated and efficient workflow in your daily operations. By streamlining your secondary desk, you can enhance the effectiveness of your everyday tasks and speed up internal communications, utilizing features like historical pricing and integrations with loan origination systems. Expand your business and reach in the market by showcasing your live mortgage offers on prominent online platforms within the industry. Now is the time to develop a focused purchase strategy that positions you as the first lender to connect with home sellers seeking new financing options. Take advantage of Mortech APIs to deliver your product and pricing strategies directly to proprietary websites, point-of-sale systems, and smart applications among others. Our straightforward onboarding process allows you to integrate this solution into your business framework in as little as two weeks, ensuring a swift transition to enhanced operational capabilities. Embracing these technological advancements will not only simplify your workflow but also significantly boost your competitive edge in the market.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Filogix Yes 
Floify Yes 
Gmail Yes 
Microsoft Outlook Yes 
Zillow No 

Integrations

Filogix No 
Floify No 
Gmail No 
Microsoft Outlook No 
Zillow Yes 

Pricing Details

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

Pricing Details

No price information available.
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BluRoot

Founded

2013

Country

Canada

Website

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

Vendor Details

Company Name

Mortech

Founded

1987

Country

United States

Website

www.mortech.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 No 
Refinance Management No 
Residential Mortgages No 

Predictive Analytics

AI / Machine Learning No 
Benchmarking No 
Data Blending No 
Data Mining No 
Demand Forecasting No 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

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