Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Alternatives to Consider

  • LendingPad Reviews & Ratings
    4.6 out of 5 stars 302 Ratings
    Company Website for LendingPad
  • Mortgage Automator Reviews & Ratings
    4.9 out of 5 stars 198 Ratings
    Company Website for Mortgage Automator
  • Bryt Software Reviews & Ratings
    4.8 out of 5 stars 19 Ratings
    Company Website for Bryt Software
  • Centrex Software Reviews & Ratings
    4.8 out of 5 stars 18 Ratings
    Company Website for Centrex Software
  • SBS Asset Finance Reviews & Ratings
    4.7 out of 5 stars 3 Ratings
    Company Website for SBS Asset Finance
  • LoanPro Reviews & Ratings
    4.6 out of 5 stars 182 Ratings
    Company Website for LoanPro
  • SBS Banking Platform Reviews & Ratings
    4.5 out of 5 stars 29 Ratings
  • Finastra LaserPro Reviews & Ratings
    5.0 out of 5 stars 2 Ratings
    Company Website for Finastra LaserPro
  • CrankWheel Reviews & Ratings
    4.9 out of 5 stars 240 Ratings
    Company Website for CrankWheel
  • Banker's Dashboard Reviews & Ratings
    4.8 out of 5 stars 6 Ratings
    Company Website for Banker's Dashboard

What is OpenClose?

Regardless of whether your operation is handling 50 loans monthly or an impressive 5,000, our Loan Origination System (LOS) along with its mobile app equips Loan Officers to enhance efficiency while reducing costs. With OpenClose, you can make informed choices and quicken your closing timelines! The OpenClose LOS, referred to as LenderAssist™, adeptly addresses the challenges that banks, credit unions, and mortgage lenders encounter with other loan origination systems available today. Consequently, an increasing number of financial institutions are choosing OpenClose at an unprecedented rate. Recognizing the tough environment of profit limitations and strict regulations in which you function, OpenClose delivers a mortgage LOS that helps you maneuver through these challenges and attain impressive returns on investment. This insight inspired us to create our software as a fully browser-based, all-encompassing, omnichannel solution that not only simplifies workflows but also improves user experience, allowing you to concentrate on what truly matters—effectively serving your clients. By prioritizing user needs, we ensure that our system remains adaptable to the evolving demands of the financial sector.

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

Charge-off Loan Tracker
CompenSafe
DocVu.AI
Kinective Bridge
Plaid
Surefire CRM

Integrations Supported

Filogix
Floify
Gmail
Microsoft Outlook

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$50 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

OpenClose

Date Founded

1999

Company Location

United States

Company Website

www.openclose.com

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

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

Categories and Features

Loan Origination

Amortization Schedule

Loan Servicing

Amortization Schedule
Auto Loans
Business Loans
Construction Loans
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Contact Management
Credit Reporting
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
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

Popular Alternatives

Popular Alternatives

Lendesk Reviews & Ratings

Lendesk

Lendesk Technologies
LendingPad Reviews & Ratings

LendingPad

4.6 out of 5 stars
Mortgage+Care Reviews & Ratings

Mortgage+Care

Consulting Plus
Unify CRM Reviews & Ratings

Unify CRM

Unify
LendingPad Reviews & Ratings

LendingPad

4.6 out of 5 stars
Finmo Reviews & Ratings

Finmo

Lendesk