Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Filogix Yes 
Floify Yes 
Gmail Yes 
Microsoft Outlook Yes 

Integrations

Filogix No 
Floify No 
Gmail No 
Microsoft Outlook No 

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 Yes 
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) Yes 
In Person No 

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 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

Alternatives

Alternatives

Lendesk Reviews

Lendesk

Lendesk Technologies
TBW (The Broker's Workstation) Reviews

TBW (The Broker's Workstation)

Rival Insurance Technology
Finmo Reviews

Finmo

Lendesk
Emma Compliance Reviews

Emma Compliance

Emma Systems AS
Unify CRM Reviews

Unify CRM

Unify
inRetail Reviews

inRetail

Intelometry, Inc.