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BluMortgage

Name: BluMortgage
Rating: 4.5 (2 reviews)

By BluRoot

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Highlights : About BluMortgage

Residential Mortgages

Email Marketing

Electronic Signature

About BluMortgage

The BluMortgage platform provides mortgage brokers with an easy-to-use mortgage application deal flow pipeline. This pipeline allows brokers to simply track all active applications and collaborate with underwriters, lawyers, realtors assistants and even other agents. Throughout this pipeline, BluMortgage provides 21 automations to streamline repetitive tasks. These automations are both internal and external and include essential actions such as reminding your team on essential actions to submit an application and notifying a lawyer when an application is approved. BluMortgage also comes with a 5-year action email campaign to increase your chances of securing a renewal. The campaign consists anniversary based emails, as well as educational emails on home-owner best practices. As the renewal approaches, the campaign becomes more personal by automating SMS messages and reminding you and your team to reach out directly to the client. BluMortgage is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluMortgage boasts world-class security, reliability and speed. This also allows BluMortgage to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as Floify and Finmo.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Client Database

Customer Management

Electronic Signature

Email Marketing

Residential Mortgages

Benefits

Active mortgage pipeline to manage and automate the process of completing a mortgage

5 year post-close action plan to communicate with clients

Integration with document collection applications such as Floify and Finmo

Centralized and secure database that is completely self-owned

Powerful dashboards to gain critical insight on business processes

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