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BluMortgage CRM

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Integrate with 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.

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

Book a personalized demo of our integration with BluMortgage CRM

During your demo, you'll see how Floify can help you streamline your lending by integrating with BluMortgage CRM, securely collecting documents faster, accepting more applications with less effort, automating loan status updates to save time, and more.

Complete and submit our secure demo form and a member of the Floify team will contact you to schedule your demo day and time. 

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