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What is Sherlok?

In the quest for business expansion, many individuals find themselves primarily concentrating on attracting fresh clients while neglecting the significant advantages of cultivating relationships with existing customers. The cost of gaining a new client can be up to five times greater than that of keeping a current one, highlighting the importance of cherishing your existing clientele. Given the substantial effort invested in securing their business, ensuring their continued loyalty should be a fundamental goal. This is where Sherlok becomes invaluable, providing automated and proactive solutions aimed at client retention. Utilizing AI technology, Sherlok identifies clients most likely to leave and prioritizes them for potential repricing opportunities. Additionally, if there are further savings available, Sherlok’s Instant Refi comparison tool can generate essential refinance leads for brokers. You can feel at ease knowing that Sherlok is diligently assessing your client portfolio and consistently monitoring their interest rates to pinpoint moments when they may qualify for improved rates. By embracing this innovative solution, you can effectively enhance client satisfaction and foster long-term loyalty to your services, ultimately contributing to sustained 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

Integrations Supported

Filogix
Floify
Gmail
Microsoft Outlook

API Availability

API Availability

Pricing Information

$89 per user per month
Free Trial Offered?

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

Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Sherlok

Company Location

Australia

Company Website

www.sherlok.com.au

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

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

Categories and Features

Real Estate Marketing

Not specified

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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