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features 0 out of 5 stars
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Ratings and Reviews 23 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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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 BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

Media

Media

Integrations Supported

Microsoft Outlook
Filogix
Floify
Gmail

Integrations Supported

Microsoft Outlook
Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LenderHomePage
LendingPad
OSE
Sales Boomerang
TrustEngine
Zapier

API Availability

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?

Pricing Information

$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

blumortgage.ca/crm-for-mortgage-brokers/

Company Facts

Organization Name

BNTouch Mortgage CRM

Date Founded

2004

Company Location

United States

Company Website

bntouch.com

Categories and Features

Loan Origination

Customer Database
Digital Signature
Document Management

Mortgage and Loans

Client Database
Contact Management
Document Management
Pipeline Management
Residential Mortgages

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Loan Servicing

Loan Processing

Mortgage and Loans

Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Not specified

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