Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Shape Software Reviews & Ratings
    132 Ratings
    Company Website
  • Centrex Software Reviews & Ratings
    18 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    187 Ratings
    Company Website
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    9,564 Ratings
    Company Website
  • Act! Reviews & Ratings
    40 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    67 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    7,410 Ratings
    Company Website
  • InfoFlo Reviews & Ratings
    188 Ratings
    Company Website

What is Cimmaron Mortgage Manager?

CRM solutions tailored for mortgage professionals come equipped with a diverse array of innovative marketing materials. You will find pre-designed drip campaigns that are immediately applicable, alongside two monthly newsletters designed to engage clients and referral partners effectively. Two-way text messaging enhances your communication with contacts, fostering stronger relationships. Cimmaron provides numerous ready-to-use eCards suitable for various occasions, ranging from birthdays to significant holidays. Additionally, you can create and distribute videos as part of your email marketing strategy. Co-branding in your marketing efforts is made effortless, allowing for collaborative branding opportunities. Performance tracking is simplified through metrics such as open rates, conversions, and click-through rates. A single user has the capability to oversee marketing efforts for an entire branch or even a larger organization. The software seamlessly integrates with all leading lead providers, predictive dialers, and other essential tools. You can establish custom business rules to streamline lead distribution and ensure the right leads reach the right people. Automated lead delivery notifications keep you informed on both desktop and mobile devices, while you can also set up shark tanks to automatically reallocate leads based on their response times. This comprehensive approach not only enhances efficiency but also maximizes the potential for business growth.

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.

Media

Media

Integrations Supported

Calyx Point
Cloudvirga
Encompass
Floify
Gmail
Microsoft Outlook
Sales Boomerang

Integrations Supported

Calyx Point
Cloudvirga
Encompass
Floify
Gmail
Microsoft Outlook
Sales Boomerang

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

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

Cimmaron Software, Inc.

Date Founded

1999

Company Location

San Diego, CA, United States

Company Website

www.cimmaronsoftware.com

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

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

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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

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

Popular Alternatives

Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus

Popular Alternatives

Lendesk Reviews & Ratings

Lendesk

Lendesk Technologies
Unify CRM Reviews & Ratings

Unify CRM

Unify
Surefire CRM Reviews & Ratings

Surefire CRM

Top of Mind Networks
Finmo Reviews & Ratings

Finmo

Lendesk
MyCRMDashboard Mortgage CRM Reviews & Ratings

MyCRMDashboard Mortgage CRM

Continuity Programs