BluMortgage CRM

Integrate With BluMortgage CRM

Mortgage brokers who utilize BluMortgage to power their customer database, marketing workflows, and pipeline management can now connect the CRM with their Floify point-of-sale to help streamline redundant data processes and automatically trigger stage-dependent automations.

When the integration is configured and active, originators will be able to:

  • Connect a new Floify loan flow to an existing client within BluMortgage
  • Create a BluMortgage client and link a Floify loan flow to the client
  • Track all Floify milestone progress from within BluMortgage
  • Trigger BluMortgage stage updates and subsequent actions based on Floify milestones
  • Auto-check Floify milestones based on BluMortgage stage updates

About BluMortgage CRM

BlueMortgage is a CRM built for mortgage brokers that provides an easy-to-use mortgage application pipeline with built-in email, SMS and task automation to simplify the complex operations of a mortgage broker. BluMortgage provides a post-close email campaign to continuously engage your clients after they’ve signed their mortgage. BluMortgage is built on the Zoho infrastructure providing world-class data protection and reliability.

About BluRoot

BluRoot is a software product and services company and is a global leader in working with Zoho’s suite of cloud-based applications. With close to 10 years of experience working with leaders in financial services, BluRoot brings industry-proven solutions to each of their products.