BluMortgageBluRoot
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MDE ProOurNetHelps
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Related Products
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About
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.
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About
MDE Pro is a white-label mortgage readiness assessment platform built for mortgage brokers, lenders, and loan officers. It helps convert anonymous website visitors into qualified borrowers through an interactive assessment that analyzes affordability, debt-to-income ratio, estimated payments, and mortgage readiness. Borrowers receive personalized recommendations while brokers convert more of their existing website traffic into loan applications without changing their current workflow. The platform installs with a single script, supports custom branding, works on any website, and is designed to complement existing LOS and CRM systems.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Mortgage brokers and loan officers searching for a solution to improve their operations
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Audience
Mortgage Brokers, Mortgage Lenders, Loan Officers, Mortgage Companies, Credit Unions, Banks, Real Estate Professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$50 per user per month
Free Version
Free Trial
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Pricing
$29/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBluRoot
Founded: 2013
Canada
blumortgage.ca/crm-for-mortgage-brokers/
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Company InformationOurNetHelps
Founded: 2016
India
ournethelps.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Loan Origination Features
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
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Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
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Integrations
Floify
Blend
Encompass
Gmail
HubSpot CRM
LendingPad
Microsoft Outlook
PreApp 1003
Salesforce
Zapier
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Integrations
Floify
Blend
Encompass
Gmail
HubSpot CRM
LendingPad
Microsoft Outlook
PreApp 1003
Salesforce
Zapier
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