BluMortgage

RATING:

5.0

(2)
Overview

About BluMortgage

BluMortgage is a cloud-based customer relationship management (CRM) solution designed to help mortgage businesses streamline processes related to underwriting, deal management and client communications. The platform allows users to track active mortgages and send progress notifications on application to clients, realtors or lawyers. BluMortgage integrates with all major systems in Canada including Velocity, Finmo/Lendesk and Filogix. This means that no double entry is ever required and your CRM is always up-to-date for timely and accurate client communications. BluMortgage comes with lead management, which allows users to communicate with clients and send online applications via emails. It offers a host of features such as contacts management, reports scheduler, data ...

BluMortgage Pricing

$90 per user per month if paid monthly. $900 per user per year if paid yearly.

Starting price: 

$90.00 per month

Free trial: 

Available

Free version: 

Not Available

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BluMortgage Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4.5

Functionality

4

Most Helpful Reviews for BluMortgage

2 Reviews

sam

Real Estate, 2-10 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2019

Exellent Software

Overall BluMortgage has greatly improved the operations of my mortgage business. The easy management and automation has allowed me to close more deals and grow my business

PROS

It has a wide range of features and can integrate with other systems to provide a total solution for my business.It keeps tracks of my lead and applicant. Makes easy for me to manage my day.

CONS

Right now they only provide email support. I prefer to have a phone call support.

Ryan

Real Estate, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed September 2022

BluMortgage

PROS

Liked how easy it was to integrate files from Finmo

CONS

Blumortgage went down for a week or so. My files weren't being transferred over from Finmo. Was told I would have to manually enter them.