Audience
Mortgage brokers and loan officers searching for a solution to improve their operations
About BluMortgage
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.
Other Popular Alternatives & Related Software
BNTouch Mortgage CRM
BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.
Features Include:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- 35+ Proprietary Mortgage Tools
- Digital 1003 Application
- Pre-Built Marketing Content
- Customized Video Marketing
- Curated Social Media Content
- Integrated with LOS, Outlook, Zapier, and Others
- And Much More
Call Us Today! +1 888 971 1117
Learn more
MeridianLink Mortgage
MeridianLink® Mortgage is an award‑winning mortgage loan origination solution built to help banks, credit unions, and independent mortgage banks reduce costs, streamline workflows, and grow efficiently. The platform’s modern architecture combines a configurable LOS, a digital‑first borrower POS, built‑in analytics, and deep third‑party integrations to accelerate decisioning and close loans faster. Features include integrated pricing engines, debt optimization, paperless eClosings, broker and correspondent portals, no‑code workflow configuration, open APIs, seamless core connectivity, and hundreds of trusted integrations. Best‑practice defaults and expert administrative support help institutions launch quickly, scale operations, and deliver a seamless borrower experience.
Learn more
Unify CRM
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients
Learn more
Mortgage Quest
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library.
Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and Twitter
Learn more
Pricing
Starting Price:
$50 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
BluRoot
Founded: 2013
Canada
blumortgage.ca/crm-for-mortgage-brokers/
Videos and Screen Captures
Other Useful Business Software
MongoDB Atlas runs apps anywhere
MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
BluMortgage Frequently Asked Questions
BluMortgage Product Features
Loan Origination
Customer Database
Supported
Digital Signature
Supported
Document Management
Supported
Amortization Schedule
Not Supported
Audit Trail
Not Supported
Closing Documents
Not Supported
Compliance Management
Not Supported
Fee Management
Not Supported
Loan Processing
Not Supported
Online Application
Not Supported
Mortgage and Loans
Client Database
Supported
Contact Management
Supported
Document Management
Supported
Pipeline Management
Supported
Residential Mortgages
Supported
Amortization Schedule
Not Supported
Closing Documents
Not Supported
Commercial Mortgages
Not Supported
Credit Reporting
Not Supported
Customer Statements
Not Supported
Electronic Applications
Not Supported
Government Loans
Not Supported
Loan Origination
Not Supported
Loan Servicing
Not Supported
Pre-Qualification
Not Supported
Refinance Management
Not Supported
