Ratings and Reviews 0 Ratings
Ratings and Reviews 3 Ratings
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What is BluMortgage?
BluMortgage stands out as the premier CRM solution designed specifically for mortgage brokers, offering ready-to-use email campaigns to improve client communication. This platform streamlines the application process, adeptly managing the complexities involved in mortgage brokering. The importance of client relationships in this field cannot be overstated, and BluMortgage provides essential tools to nurture these connections not only during the application process but also long after a deal is completed. With its customizable drip campaigns, it is simple to extend greetings for significant events such as birthdays, anniversaries, and contract renewals. In addition, the comprehensive reporting features allow brokers to identify opportunities for refinancing or upselling. The CRM's ability to generate reports based on various activities gives users critical insights into their productivity and performance metrics. By ensuring that the entire team operates in sync, the centralized tracking capabilities make it easy to oversee notes, tasks, outstanding conditions, and emails. This powerful system is crafted to boost both efficiency and client satisfaction within the mortgage sector. Ultimately, using BluMortgage means empowering brokers to build lasting relationships and optimize their business practices effectively.
What is 1 Solution Mortgage?
1Solution Mortgage Software serves as an all-inclusive platform designed to enhance the efficiency of the mortgage process for professionals in the industry. It features a variety of tools such as an advanced Pricing & Proposal Engine (PPE), a Loan Origination System (LOS), and a suite for Customer Relationship Management (CRM), all aimed at optimizing everyday operations. The software ensures secure document management and e-signature capabilities, while its communication features—spanning email, SMS, and video messaging—improve interactions with clients. Furthermore, 1Solution includes marketing automation with ready-to-use, compliance-friendly content along with tools for large-scale email and SMS campaigns. It also incorporates HR management functionalities for tracking employees and assessing their performance, thereby providing a holistic solution that meets multiple needs of mortgage professionals. By integrating these diverse features, 1Solution Mortgage Software positions itself as a comprehensive resource in the ever-evolving mortgage landscape.
Integrations Supported
Filogix
Floify
Gmail
Microsoft Outlook
API Availability
Has API
API Availability
Has API
Pricing Information
$50 per user per month
Free Version
Free Trial Offered?
Pricing Information
$100/month/user
One-Time Setup Fee: $1,000
User Accounts: $100 per user (minimum 5 users)
Additional Charges:
Company Domain & Email Hosting: $100 (30k emails)
PBX Phone System: $100 per month
Company Fax #: $5
User Accounts: $100 per user (minimum 5 users)
Additional Charges:
Company Domain & Email Hosting: $100 (30k emails)
PBX Phone System: $100 per month
Company Fax #: $5
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
BluRoot
Date Founded
2013
Company Location
Canada
Company Website
blumortgage.ca/crm-for-mortgage-brokers/
Company Facts
Organization Name
Zero 1 Solution
Date Founded
2012
Company Location
United States
Company Website
1smtg.com
Categories and Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
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
Categories and Features
Mortgage and Loans
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