BluMortgage Pricing, Features, Reviews & Alternatives


CRM pipeline with pre-built emails and industry integrations

5.0/5 (1 review)

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 Floify, Finmo and BrokrBindr.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



United States, Canada, United Kingdom

Supported languages

English, French
BluMortgage screenshot: A comprehensive view of all items related to a live deal including deal stage, borrowers, to-do list items, collaboration notes and outstanding conditionsBluMortgage: How to automate your mortgage deal flow processBluMortgage screenshot: The pre-built email templates include merge tags to dynamically populate the email based on fields in the CRM. The easy-to-use editor allows users to customize their templatesBluMortgage screenshot: Keep track of referral partners and all the prospects that they've sent to you. Maintain visibility on which prospects close to identify high-value partnersBluMortgage screenshot: For each incoming prospect, manage exactly which stage you are at in the lead nurture process. Use the checkbox fields to instantly put the prospect in a lead nurture campaignBluMortgage screenshot: For each of your live deals, see exactly where they are at in the process. At a high-level understand the activity in your pipeline and where any bottlenecks existHow to Send an Email Newsletter (BluMortgage)Floify CRM Integration (BluMortgage)BluMortgage: How to ensure a renewal through a 5 year action planHow to Follow Up with Pre-Approvals (BluMortgage)Finmo CRM IntegrationFollow Up with Mortgage Leads (how to)

BluMortgage user reviews


Very good
Value for money
Ease of use
Customer support
sam j.

Exellent Software

Used weekly for less than 6 months
Reviewed 2019-11-12
Review Source: Capterra

Overall BluMortgage has greatly improved the operations of my mortgage business. The easy management and automation has allowed me to close more deals and grow my business

It has a wide range of features and can integrate with other systems to provide a total solution for my business.It keeps tracks of my lead and applicant. Makes easy for me to manage my day.

Right now they only provide email support. I prefer to have a phone call support.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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BluMortgage pricing

Starting from
Pricing options
Free trial
View Pricing Plans

$50 per user per month if paid yearly.
$55 per user per month if paid monthly.

BluMortgage features

Audit Trail
Compliance Management
Customizable Reports
Workflow Management

Accounting (311 other apps)
Accounting Integration (252 other apps)
Activity Dashboard (434 other apps)
Billing & Invoicing (383 other apps)
Data Import/Export (392 other apps)
Electronic Payments (256 other apps)
Expense Tracking (276 other apps)
Invoice Management (329 other apps)
Invoice Processing (251 other apps)
Multi-Currency (348 other apps)
Real Time Data (255 other apps)
Reporting & Statistics (475 other apps)
Reporting/Analytics (406 other apps)
Third Party Integrations (389 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for 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 Floify, Finmo and BrokrBindr
-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