Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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Moso provides Brokers and Loan Originators with customized websites, online application tools, rate alerts, a borrower portal, a CRM system, and a cloud-based document management service, all at an attractive price point. With a dedicated website, Brokers can effortlessly connect with clients and attract new leads. In just a few minutes, borrowers can fill out online applications and submit necessary documents directly to Brokers. They also receive accounts that allow them to modify their applications, upload additional documents, and stay in touch with Brokers throughout the loan journey. Brokers can enhance client interaction by creating tailored mailing lists and sending targeted emails for special occasions such as birthdays, holidays, and loan anniversaries. Additionally, both borrowers and Mortgage Loan Originators can set up alerts to receive scheduled or immediate notifications about their applications. The cloud-based document management system simplifies the online tracking, organization, and storage of crucial documents. Moreover, both borrowers and MLOs can access real-time, customized quotes featuring competitive rates from top lenders, ensuring they secure the most advantageous deals. This extensive set of tools not only simplifies the lending process but also significantly boosts customer satisfaction and loyalty, making it easier for Brokers to retain clients in a competitive market. Overall, Moso's offerings create a seamless experience for all parties involved in the lending process.
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.
Integrations Supported
Floify
Gmail
Microsoft Outlook
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
Moso Software
Date Founded
2016
Company Location
United States
Company Website
www.moso.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
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