BluMortgageBluRoot
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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
POWWR provides a cloud-based suite of software solutions for energy suppliers and brokers designed to streamline sales, contracting, and risk management in the retail energy market. For suppliers, its Sales360 module enables automated custom pricing for brokers, fast bulk quoting, and improved conversion rates, while Risk360 helps manage volatility and protect margins with predictive forecasting and revenue modelling. For brokers, Broker360 offers instant access to full-market, real-time pricing, streamlined submissions, team roles and commission tracking, and built-in integrations for CRMs and supplier APIs. Across all modules, POWWR emphasizes end-to-end automation, reducing manual tasks, accelerating deal closure, lowering drop-rates, improving retention (e.g., 85% renewal rates via software), and offering transparency and control across the customer lifecycle.
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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
Energy suppliers and brokers looking for a tool to automate pricing, quoting, contracting, renewals and risk management in the competitive retail energy marketplace
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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
No information available.
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 InformationPOWWR
Founded: 2009
United States
www.powwr.com
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Categories |
Categories |
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Loan Origination Features
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
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
Gmail
Microsoft Outlook
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