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
TheBigBot is a cloud-based CRM and marketing platform for mortgage brokers, dental and legal practices, and other service businesses. It combines contact and lead management with pipelines, forms, calendars, appointment booking, a unified communications inbox, email and SMS campaigns, and workflow automation. The platform also offers AI-assisted call answering and customer chat, review requests, reporting, and tools for re-engaging existing contacts. Businesses can use its website and funnel features alongside lead follow-up and appointment workflows. TheBigBot provides industry-focused configurations and onboarding, with examples for mortgage, dental, legal, and local service operations. A visual workflow builder supports connections to third-party services, while REST API and webhook capabilities support custom integrations. Plans are subscription-based, with communication and AI usage billed separately.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$50 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$197/mo
Authority Launch is $197/month; Authority Pro is $497/month. Both have a one-time $499 setup fee and additional usage-based charges for calls, SMS, email, phone numbers, and AI. Month-to-month; cancel anytime. The separate mortgage website service starts at $97/month plus a one-time $499 setup fee, but is not used as the platform's starting price.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBluRoot
Founded: 2013
Canada
blumortgage.ca/crm-for-mortgage-brokers/
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Company InformationTheBigBot
United States
thebigbot.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Loan Origination Features
Amortization Schedule
Not Supported
Audit Trail
Not Supported
Closing Documents
Not Supported
Compliance Management
Not Supported
Customer Database
Supported
Digital Signature
Supported
Document Management
Supported
Fee Management
Not Supported
Loan Processing
Not Supported
Online Application
Not Supported
Mortgage and Loans Features
Amortization Schedule
Not Supported
Client Database
Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Contact Management
Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Document Management
Supported
Electronic Applications
Not Supported
Government Loans
Not Supported
Loan Origination
Not Supported
Loan Servicing
Not Supported
Pipeline Management
Supported
Pre-Qualification
Not Supported
Refinance Management
Not Supported
Residential Mortgages
Supported
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Integrations
Filogix
Supported
Floify
Supported
Gmail
Supported
Make
Not Supported
Microsoft Outlook
Supported
Slack
Not Supported
Stripe
Not Supported
Zapier
Not Supported
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Integrations
Filogix
Not Supported
Floify
Not Supported
Gmail
Not Supported
Make
Supported
Microsoft Outlook
Not Supported
Slack
Supported
Stripe
Supported
Zapier
Supported
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