Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Safeguard and expand your business through a comprehensive suite of specialized marketing and sales tools tailored for the mortgage sector. Tabrasa offers solutions for enterprises as well as individuals, coupled with unparalleled insights into the mortgage market. Forge lucrative partnerships by delivering essential resources and information. Successfully engage your database by cultivating high-quality content that stands out in the industry. Attract and keep exceptional talent by equipping them with the necessary tools to thrive in their roles. As you implement these strategies, you'll not only enhance your business's reputation but also foster long-lasting relationships with clients and employees alike.
API Access
Has API
No
API Access
Has API
No
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
Yes
iPad App
Yes
Android App
Yes
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
No
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)
No
In Person
No
Vendor Details
Company Name
BluRoot
Founded
2013
Country
Canada
Website
blumortgage.ca/crm-for-mortgage-brokers/
Vendor Details
Company Name
Tabrasa
Founded
2002
Country
United States
Website
www.tabrasa.io
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
Yes
Loan Origination
Yes
Loan Servicing
Yes
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No