BluMortgage

BluMortgage

BluRoot
+
+

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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.

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.

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

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

Audience

Mortgage brokers and loan officers searching for a solution to improve their operations

Audience

Mortgage brokers, dental practices, legal practices, and small service businesses seeking CRM, lead follow-up, appointment booking, communications, and marketing automation.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50 per user per month
Free Version Not Supported
Free Trial Supported

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

BluRoot
Founded: 2013
Canada
blumortgage.ca/crm-for-mortgage-brokers/

Company Information

TheBigBot
United States
thebigbot.com

Alternatives

Lendesk

Lendesk

Lendesk Technologies

Alternatives

AiEngage CRM

AiEngage CRM

AiTrillion
Unify CRM

Unify CRM

Unify
Cavyro

Cavyro

CherryIT
Finmo

Finmo

Lendesk

Categories

Loan Origination Supported
Mortgage and Loans Supported

Categories

AI CRM Supported

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

Integrations

Filogix Supported
Floify Supported
Gmail Supported
Make Not Supported
Microsoft Outlook Supported
Slack Not Supported
Stripe Not Supported
Zapier Not Supported

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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