BluMortgage Reviews & Pricing

by BluRoot | Founded 2013, Toronto, Ontario, Canada

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Overview Pricing Benefits Reviews Features

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What is BluMortgage?

Industry Specialties: Mortgage Brokers.

BluMortgage is a sophisticated CRM software tailored specifically for mortgage professionals, offering a comprehensive suite of tools to streamline client management and enhance productivity. It is particularly beneficial for mortgage brokers and lenders, providing features such as automated workflows, lead tracking, and client communication management. Users appreciate its intuitive interface and robust automation capabilities, which significantly reduce manual tasks and improve client engagement. BluMortgage stands out with its seamless integration options and customizable dashboards, allowing users to tailor the system to their specific needs. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a personalized quote. Compared to similar products, BluMortgage is praised for its user-friendly design and industry-specific functionalities, making it a preferred choice for those in the mortgage sector seeking an efficient CRM solution.

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User Sentiment

Based on 2 reviews:

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BluMortgage Pricing

Based on our most recent analysis, BluMortgage pricing starts at $90 (Per User, Monthly).

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Starting From: $90
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

BluMortgage is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for BluMortgage:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

BluMortgage Benefits and Insights

Why use BluMortgage?

Key differentiators & advantages of BluMortgage

Enhanced Client Relationships: BluMortgage allows for personalized communication with clients by tracking interactions and preferences, leading to stronger, more meaningful relationships.
Streamlined Workflow Management: Automate repetitive tasks such as follow-ups and reminders, freeing up time for more strategic activities and reducing human error.
Improved Lead Conversion: By providing insights into client behavior and preferences, BluMortgage helps tailor your approach, increasing the likelihood of converting leads into clients.
Centralized Data Access: All client information is stored in one place, making it easy for team members to access and update data, ensuring everyone is on the same page.
Increased Productivity: With task automation and efficient data management, team members can focus on high-value tasks, boosting overall productivity.
Better Decision Making: Access to detailed analytics and reporting tools helps in making informed decisions based on real-time data and trends.
Regulatory Compliance: BluMortgage helps ensure compliance with industry regulations by maintaining accurate records and providing audit trails.
Scalability: As your business grows, BluMortgage can scale with you, accommodating more clients and more complex workflows without a hitch.
Enhanced Collaboration: Team members can easily share information and collaborate on tasks, improving teamwork and project outcomes.
Cost Efficiency: By reducing manual tasks and improving workflow efficiency, BluMortgage can lead to significant cost savings over time.
Customer Satisfaction: Timely and personalized service, facilitated by BluMortgage, leads to higher customer satisfaction and loyalty.
Time Management: With automated scheduling and reminders, BluMortgage helps ensure that important tasks and deadlines are never missed.
Customizable Solutions: Tailor the software to fit your specific business needs, ensuring that it supports your unique processes and goals.
Data Security: Protect sensitive client information with robust security measures, ensuring peace of mind for both you and your clients.
Integration Capabilities: Seamlessly integrate with other tools and platforms you already use, creating a cohesive technology ecosystem.

Industry Expertise

BluMortgage is a CRM specifically designed for high-growth mortgage brokers in Canada, catering to their unique needs and helping them manage their business effectively. It's particularly well-suited for brokers who prioritize scalability and independence, as it's used by some of the top brokers in the country, managing billions of dollars in annual mortgage volume.

BluMortgage Reviews

Average customer reviews & user sentiment summary for BluMortgage:

2 reviews

100%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of BluMortgage reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Simplified Pipeline: BluMortgage streamlines your workflow with an easy-to-use pipeline, allowing you to manage deals efficiently.
Automation: It offers pre-built task and email automations, saving you time and ensuring consistent client communication.
Integrations: BluMortgage integrates with major industry systems like Filogix and Velocity, eliminating double entry and ensuring data accuracy.
Lead Management: The platform includes lead management features, enabling you to track leads, send online applications, and nurture client relationships effectively.

Cons

System Stability: Some users have reported instances of BluMortgage experiencing downtime, which could disrupt workflow and client communication.

Researcher's Summary:

Is BluMortgage, with its cloud-based approach, really making waves in the mortgage industry? User reviews from the past year suggest a mixed bag. While BluMortgage is praised for its user-friendly interface and comprehensive suite of features, including robust automation tools for tasks like underwriting and client communication, some users have voiced concerns about occasional downtime and the lack of phone support. One user specifically lauded BluMortgage's seamless integration capabilities, highlighting how the platform effortlessly connects with other essential business systems, streamlining workflows and boosting overall efficiency. This integration aspect is particularly crucial for mortgage professionals who often juggle multiple software platforms. However, the limited customer support options, particularly the absence of phone support, have been a sticking point for some, who prefer more direct and immediate assistance.

BluMortgage seems to be a good fit for mortgage professionals or businesses looking for a user-friendly, feature-rich CRM solution at a competitive price point. Its strengths lie in its intuitive design, comprehensive feature set, and seamless integration capabilities, which can significantly enhance productivity and streamline operations. However, potential users should consider the limitations in customer support options and the reported instances of downtime before making a decision.

Key Features

Notable BluMortgage features include:

Automated Workflows: Streamline your mortgage process with customizable workflows that automate repetitive tasks, ensuring efficiency and consistency.
Lead Management: Capture, track, and nurture leads effectively with a centralized system that provides visibility into the entire sales pipeline.
Document Management: Securely store and manage all client documents in one place, with easy access and sharing capabilities.
Email Integration: Seamlessly integrate with popular email platforms to manage communications directly from the CRM, keeping all interactions in context.
Task Management: Assign and track tasks with deadlines and priorities, ensuring team members stay on top of their responsibilities.
Custom Reporting: Generate detailed reports tailored to your business needs, providing insights into performance metrics and trends.
Client Portal: Offer clients a personalized portal where they can view their application status and upload necessary documents, enhancing transparency and communication.
Compliance Tracking: Stay compliant with industry regulations by tracking necessary documentation and maintaining audit trails.
Integration Capabilities: Connect with other essential tools and platforms, such as accounting software and marketing automation systems, for a cohesive tech ecosystem.
Mobile Access: Access the CRM on-the-go with a mobile-friendly interface, ensuring you can manage your business from anywhere.
Pipeline Visualization: Visualize your sales pipeline with intuitive dashboards that highlight key stages and opportunities.
Client Communication History: Maintain a comprehensive history of all client interactions, ensuring personalized and informed communication.
Role-Based Permissions: Control access to sensitive information with customizable permissions based on user roles.
Calendar Sync: Synchronize your calendar with the CRM to manage appointments and deadlines efficiently.
Customizable Templates: Use pre-built or custom templates for emails and documents to maintain consistency and professionalism in client communications.