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What is MDE Pro?

MDE Pro is a versatile mortgage readiness assessment platform crafted for brokers, lenders, and loan officers. This cutting-edge tool effectively converts anonymous website visitors into eligible borrowers through an interactive evaluation that assesses various elements, including affordability, debt-to-income ratio, estimated payments, and overall mortgage readiness. Borrowers receive customized recommendations tailored to their needs, while brokers can effortlessly boost the conversion of existing website traffic into loan applications, all without disrupting their current workflows. The platform is straightforward to deploy with just a single script, supports personalized branding, and is compatible with any website, making it particularly suited to enhance existing Loan Origination Systems (LOS) and Customer Relationship Management (CRM) solutions. Furthermore, MDE Pro equips brokers with the ability to efficiently track and manage leads, ultimately fostering better customer engagement and satisfaction. With its user-friendly features and seamless integration, MDE Pro stands out as an essential tool in the mortgage industry, streamlining processes and improving overall business outcomes.

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

Floify
Blend
Encompass
HubSpot CRM
LendingPad
PreApp 1003
Salesforce
Zapier

Integrations Supported

Floify
Filogix
Gmail
Microsoft Outlook

API Availability

API Availability

Pricing Information

$29/month
Plans start at $29/month (billed annually) or $39/month billed monthly.

Pricing Information

$50 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

OurNetHelps

Date Founded

2016

Company Location

India

Company Website

ournethelps.com

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

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

Categories and Features

Mortgage and Loans

Pre-Qualification
Residential Mortgages

Categories and Features

Loan Origination

Customer Database
Digital Signature
Document Management

Mortgage and Loans

Client Database
Contact Management
Document Management
Pipeline Management
Residential Mortgages

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