BluMortgage
Mortgage CRM for High-Growth Brokers.
Overview
BluMortgage is a CRM application for Canadian mortgage brokers who are serious about their scalability and independence. Built on the Zoho platform by Canadian fintech startup BluRoot, it provides pre-templated email campaigns, a streamlined application pipeline, and tools to manage client relationships throughout the mortgage lifecycle. It integrates with major Canadian deal submission platforms.
✨ Key Features
- Built on Zoho CRM
- Deal flow pipeline management
- Pre-built drip campaigns for birthdays, anniversaries, and renewals
- Integrations with Canadian deal submission platforms
- Email template customization
- Mass email capabilities
🎯 Key Differentiators
- Built on the powerful and customizable Zoho platform.
- Deep integrations with Canadian mortgage deal submission platforms.
- Focus on high-growth brokers and scalability.
Unique Value: BluMortgage combines the power and flexibility of the Zoho CRM platform with the specific features and integrations needed by Canadian mortgage brokers.
🎯 Use Cases (3)
✅ Best For
- Deal pipeline management
- Automated post-close communication
- Integration with Canadian mortgage platforms
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Mortgage professionals outside of Canada.
- Users who do not want a CRM built on the Zoho platform.
🏆 Alternatives
Offers a more robust and scalable platform than some standalone Canadian mortgage CRMs, due to its foundation on Zoho.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (NA tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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