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design 4.5 out of 5 stars
support 5 out of 5 stars

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What is Mortgage Quest?

Mortgage Quest serves as a comprehensive CRM and email marketing platform tailored specifically for the mortgage sector. By offering an extensive array of industry-related content, marketing tactics, and potential leads, it enhances sales opportunities not only with existing and former clients but also through referral partners like real estate agents. The system features a weekly newsletter focused on mortgages and real estate, pre-made mortgage video emails, and customizable e-cards for holidays, birthdays, and loan anniversaries, along with numerous other content choices. Additionally, Mortgage Quest provides social media marketing services, enabling users to automatically share their content across platforms like Facebook and LinkedIn, thus expanding their reach even further. This all-in-one solution simplifies marketing efforts while bolstering engagement and connection with clients.

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

Encompass

Integrations Supported

Filogix
Floify
Gmail
Microsoft Outlook

API Availability

API Availability

Pricing Information

$45 per month
Includes weekly mortgage and real estate newsletter, holiday & birthday ecards, premade mortgage videos, and content library.

Pricing Information

$50 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Market Focus

Date Founded

1995

Company Location

United States

Company Website

www.emarketfocus.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

Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Client Database
Contact Management
Government Loans
Pipeline Management
Refinance Management
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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