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
How to Install
If you already have an instance of BluMortgage, you can install the Floify Integration extension directly by following this link.
If you do not have an instance of BluMortgage, please provide your contact information at https://bluroot.ca/contact-us/, and a member of the BluMortgage sales team will reach out directly.
If you have any questions for BluMortgage’s team, please contact:
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.
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.
Try Floify for Free
Start your free trial today and discover how the Floify mortgage point-of-sale platform helps transform your lending operations, so you can:
- Close loans faster.
- Make borrowers happier.
- Strengthen referral relationships.