BluMortgage 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BluMortgage

5.0

(2)

Pricing

Starting at $90.00 per month

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 import/export, projects database, application tracking, built-in calendar, and more.

BluMortgage enables users to gain insights into operations, leads, and applications using analytics and key performance indicators (KPIs). Pricing is available on request and support is extended via phone, email and online helpdesk.

BluMortgage Screenshots

BluMortgage Pricing and Plans

Starting price: $90.00 per month

Free Trial

Free Version

Basic

$90.00

per user, per month

No plan information available

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BluMortgage Features

Features of BluMortgage
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Trail
Borrower Management
Client Database
Client Management
Communication Management
Compliance Management
Configurable Workflow
Contact Management
CRM
Customer Database
Customer Management
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Management
Document Storage
Electronic Signature
Email Management
Email Marketing
For Brokers
Lead Management
Loan Management
Marketing Automation
Online Applications
Payment Tracking
Pipeline Management
Reminders
Reporting & Statistics
Residential Mortgages
Rules-Based Workflow
Search/Filter
Task Management
Task Scheduling
Template Management
Third-Party Integrations
Third Party Loan Origination
Transaction History
Workflow Management

BluMortgage Integrations

Floify

Microsoft Outlook

Gmail

BluMortgage User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Value for money

4.5

Customer support

4.0

Functionality

4.0

Have you used BluMortgage and would like to share your experience with others?

sam j.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 6 months

Review source

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 D.

Verified reviewer

Real Estate

Self-Employed

Used daily for less than 6 months

Review source

Reviewed September 2022

BluMortgage