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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

Floify
Gmail
Microsoft Outlook

Integrations Supported

Floify
Gmail
Microsoft Outlook

API Availability

Has API

API Availability

Has API

Pricing Information

$89 per user per month
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

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

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

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

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