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BluMortgage Logo

CRM pipeline with pre-built emails and industry integrations

Table of Contents

BluMortgage - 2026 Pricing, Features, Reviews & Alternatives

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BluMortgage overview

What is BluMortgage?

The BluMortgage platform provides mortgage brokers with an easy-to-use mortgage application deal flow pipeline. This pipeline allows brokers to simply track all active applications and collaborate with underwriters, lawyers, realtors assistants and even other agents. Throughout this pipeline, BluMortgage provides 21 automations to streamline repetitive activities. These automations are both internal and external and include actions such as reminding your team to submit an application to the lender and notifying a realtor to lift a financing waiver when conditions are fulfilled.

BluMortgage has 3 unique campaigns to increase communications with clients. BluMortgage’s 5-year action email campaign consists anniversary based emails, as well as educational emails on home-owner best practices. The pre-built lead nurture campaign is a series of 10 emails designed to identify and convert incoming prospects into qualified mortgage leads. Finally, the pre-approval campaign is a series of pre-templated email that maintains contact with your clients throughout the “house-hunt”.

BluMortgage is built on the Zoho suite of products- a global leader in cloud-based technology. This means that BluMortgage boasts world-class security, reliability and speed. This also allows BluMortgage to easily integrate with common 3rd-party applications such as Microsoft Outlook and Gmail, but also industry-specific applications such as Velocity, Finmo and Filogix.

Key benefits of using BluMortgage

-Active mortgage pipeline to manage and automate the process of completing a mortgage
-5 year post-close action plan to communicate with clients
-Integration with document collection applications such as Velocity, Finmo and Filogix
-Lead nurture campaigns to develop a new lead into a qualified deal
-Pre-approval campaign to maintain contact with your clients throughout their house-hunt
-Powerful dashboards to gain critical insight on business processes

Starting price

90per user /
per month

Alternatives

with better value for money

BluMortgage’s user interface

Ease of use rating:

BluMortgage reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.5/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

BluMortgage's key features

Most critical features, based on insights from BluMortgage users:

CRM

All BluMortgage features

Features rating:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit trail
Borrower management
Client database
Client management
Communication management
Compliance management
Configurable workflow
Contact management
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 Loan Origination
Third-Party integrations
Transaction history
Workflow management

BluMortgage alternatives

BluMortgage logo

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BluMortgage pricing

Value for money rating:

Starting from

90

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about BluMortgage price and value

Value for money rating:

BluMortgage integrations (4)

BluMortgage support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
FAQs/Forum
Knowledge Base

Training options

Documentation
Webinars
Live Online
Videos

BluMortgage FAQs

Q. What type of pricing plans does BluMortgage offer?

BluMortgage has the following pricing plans:
Starting from: $90.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of BluMortgage?

BluMortgage has the following typical customers:
Freelancers, Small Business


Q. What languages does BluMortgage support?

BluMortgage supports the following languages:
English


Q. Does BluMortgage support mobile devices?

BluMortgage supports the following devices:
Android, iPad, iPhone


Q. Does BluMortgage offer an API?

Yes, BluMortgage has an API available for use.


Q. What other apps does BluMortgage integrate with?

BluMortgage integrates with the following applications:
Microsoft Outlook, Floify, Gmail, Velocity


Q. What level of support does BluMortgage offer?

BluMortgage offers the following support options:
Phone Support, Email/Help Desk, Chat, FAQs/Forum, Knowledge Base

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