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BluMortgage

CRM pipeline with pre-built emails and industry integrations

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Top 71 Alternatives & Competitors to BluMortgage

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Just details about features

FileInvite

4.7
(68)

Automated cloud-based document collection system for clients

Features

Total

18

124

37

features in common

18

features in common

FileInvite's unique features

  • Remote Access/Control

  • Content Library

  • Unified Directory

  • Client Portal

BluMortgage's unique features

  • Process Control

  • Email Distribution

  • Summary Reports

  • Task Scheduling

Starting from

$12/month

Value for money

4.6

0.4

5.0

What users say about FileInvite's value for money

You get regular updates as to the progress. Clients are happy knowing that their information is being uploaded in a secure environment.

GE

Gary E.

Love it - team are helpful and we use it every day and clients also love it as we look more professional than the average.

LL

Louise L.

Turnkey Lender

4.5
(16)

Unified Lending Management Software

Features

Total

25

165

37

features in common

25

features in common

Turnkey Lender's unique features

  • Pricing Management

  • Business Loans

  • Risk Management

  • Purchasing & Receiving

BluMortgage's unique features

  • Process Control

  • Action Management

  • Website Integration

  • Scheduled / Automated Reports

Value for money

4.0

1.0

5.0

What users say about Turnkey Lender's value for money

This site won 20 awards worldwide, this is A easy solution for borrowing a loan online...you should try it then thank me later.

KC

Kymahn C.

The management completely ignores you when you complain, they point the fingers on you and they say it´s your fault, no matter how often you document that, it´s not our fault.

CO

Christer O.

BNTouch Mortgage CRM

4.4
(31)

Your Mortgage CRM & Marketing Tools Anywhere.

Features

Total

14

44

37

features in common

14

features in common

BNTouch Mortgage CRM's unique features

  • Partner Portal

  • Surveys & Feedback

  • Lead Capture

  • Client Portal

BluMortgage's unique features

  • Process Control

  • Customizable Reports

  • Ad hoc Reporting

  • Document Storage

Starting from

$148/month

Value for money

4.4

0.6

5.0

What users say about BNTouch Mortgage CRM's value for money

So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.

Cynthia S.

Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly.

CD

CHief D.

Features

Total

6

22

37

features in common

6

features in common

MeridianLink Consumer's unique features

  • Configurable Workflow

  • Price / Margin Management

  • Rules-Based Workflow

  • Third Party Integrations

BluMortgage's unique features

  • Contact Management

  • Document Management

  • Ad hoc Reporting

  • Payment Tracking

Value for money

4.6

0.4

5.0

What users say about MeridianLink Consumer's value for money

The experience is great, the workflow on Xpress Account is very user friendly. The customization is a great feature for mapping and tracking.

SP

Shyam P.

The integrations and forward looking vision of ML. We love the automation and ability to save time through system efficiencies.

CC

Cliff C.

Qualia

4.8
(125)

Title and escrow management software for real-estate agents

Features

Total

17

49

37

features in common

17

features in common

Qualia's unique features

  • Configurable Workflow

  • Appointment Scheduling

  • Mobile Alerts

  • For Borrowers

BluMortgage's unique features

  • Process Control

  • Email Marketing

  • Analytics/ROI Tracking

  • Payment Tracking

Value for money

4.7

0.3

5.0

What users say about Qualia's value for money

I love the "Tasks" list that helps me stay focused and take care of issues before they arise.

LD

Laura D.

This software is smarter than I am and knows what I need even before I do. The onboarding process helped me to set up for success and the customer service is the absolute best.

LG

Lindsay G.

Crowdsofts

4.5
(2)

Crowdfunding and investment management

Features

Total

9

59

37

features in common

9

features in common

Crowdsofts' unique features

  • Fee Management

  • Multi-Currency

  • Real Time Data

  • Monitoring

BluMortgage's unique features

  • Contact Management

  • Workflow Management

  • Website Integration

  • Customer Database

HES Lending Platform

5.0
(5)

Web-based full-cycle loan management software.

Features

Total

22

127

37

features in common

22

features in common

HES Lending Platform's unique features

  • Multi-Branch

  • Loan Origination

  • Payment Plans

  • Visual Presentation

BluMortgage's unique features

  • Process Control

  • Scheduled / Automated Reports

  • Action Management

  • Email Marketing

Bryt

4.8
(9)

FULL FEATURED LOAN MANAGEMENT SOFTWARE

Features

Total

22

97

37

features in common

22

features in common

Bryt's unique features

  • Reporting/Analytics

  • Template Management

  • Activity Dashboard

  • Dashboard

BluMortgage's unique features

  • Process Control

  • SMS Messaging

  • Summary Reports

  • Email Distribution

Plaid

4.5
(12)

Platform that enables apps to connect with bank accounts

Features

Total

1

49

37

features in common

1

features in common

Plaid's unique features

  • Risk Management

  • Rules-Based Workflow

  • Loan Servicing

  • Cash Management

BluMortgage's unique features

  • Workflow Management

  • Task Scheduling

  • Document Management

  • Customizable Reports

Value for money

4.8

0.2

5.0

What users say about Plaid's value for money

More recently I had a chance to integrate a large-scale software with Plaid for fraud detection and onboarding, and it was a very pleasant experience, with modern APIs and good support.

AR

Anonymous Reviewer

WaveApps.com reliance on Plaid a horrible decision.

DR

DJ R.

Mortgage+Care

4.4
(7)

Loan origination and servicing for credit unions and banks

Features

Total

14

60

37

features in common

14

features in common

Mortgage+Care's unique features

  • Investor Management

  • Mortgages

  • Policy Management

  • Online Applications

BluMortgage's unique features

  • Process Control

  • Customizable Reports

  • Task Scheduling

  • Email Management

MeridianLink Mortgage

4.5
(13)

Loan origination solution for mortgage lenders

Features

Total

7

20

37

features in common

7

features in common

MeridianLink Mortgage's unique features

  • Configurable Workflow

  • Applicant Tracking

  • Third Party Integrations

  • Self Service Portal

BluMortgage's unique features

  • Contact Management

  • Summary Reports

  • Task Scheduling

  • Analytics/ROI Tracking

Value for money

4.7

0.3

5.0

What users say about MeridianLink Mortgage's value for money

LendingQB is a great partner, making customer service a priority. They’ve got an awesome and talented team – open to feedback and suggestions for improvement.

VK

Veronika K.

Great, easy to use reporting, customer support reps are extremely responsive & helpful, support site is excellent, many features are customizable through workflow rules.

AP

Alicia P.

SimpleNexus

4.5
(34)

Mobile toolset connectin borrowers, originators and partners

Features

Total

6

20

37

features in common

6

features in common

SimpleNexus' unique features

  • Closing Documents

  • Electronic Applications

  • Digital Signature

  • Configurable Workflow

BluMortgage's unique features

  • Contact Management

  • Summary Reports

  • Ad hoc Reporting

  • Alerts/Notifications

Value for money

4.8

0.2

5.0

What users say about SimpleNexus' value for money

The Encompass integration is very tight, solid performance. Overall very happy with this platform.

Chris F.

Ease of use - especially from my mobile devices. Being able to text to share is excellent.

LM

Laura M.

Centrex

5.0
(4)

Cloud-based CRM software for finance sector

Features

Total

16

50

37

features in common

16

features in common

Centrex's unique features

  • Contact Database

  • Accounting

  • Asset Management

  • Mobile Access

BluMortgage's unique features

  • Process Control

  • Website Integration

  • Residential Mortgages

  • Analytics/ROI Tracking

PhoneBurner

4.9
(143)

Power dialer & outbound sales acceleration software for SMBs

Features

Total

13

107

37

features in common

13

features in common

PhoneBurner's unique features

  • Dashboard

  • Real Time Analytics

  • Activity Dashboard

  • Email Templates

BluMortgage's unique features

  • Process Control

  • Website Integration

  • Data Capture and Transfer

  • Customer Database

Starting from

$149/month

Value for money

4.7

0.3

5.0

What users say about PhoneBurner's value for money

My overall experience has been really good. PhoneBurner has increased the amount of calls we are able to make leading to more productivity which equals a win win for my sales team.

NP

Nicky P.

Can't forget Jeff Osness he admitted and took FULL BLAME for not responding to my customer request. Come on now, Where in American History will someone take blame for anothers actions.

CT

Chris T.

Margill Loan Manager

4.8
(41)

Loan servicing and management solution for lending firms

Features

Total

10

64

37

features in common

10

features in common

Margill Loan Manager's unique features

  • Customer Statements

  • Collateral Tracking

  • Lender Search

  • Loan Processing

BluMortgage's unique features

  • Process Control

  • Workflow Management

  • Summary Reports

  • API

Value for money

4.8

0.2

5.0

What users say about Margill Loan Manager's value for money

We have been very happy with the software and the excellent support service and will continue to expand our licence as our business grows.

SC

Steve C.

I like the ease of use and accuracy in computing interest and terms. The reporting aspect is great and provides all the information I need to close the accounting period.

EC

Elenor C.

LeadMaster

4.1
(36)

CRM & Lead Management Solution

Features

Total

12

66

37

features in common

12

features in common

LeadMaster's unique features

  • Sales Pipeline Management

  • Reporting & Statistics

  • Labeling

  • Proposal Generation

BluMortgage's unique features

  • Process Control

  • Ad hoc Reporting

  • Summary Reports

  • Alerts/Notifications

Starting from

$10

Value for money

4.1

0.9

5.0

What users say about LeadMaster's value for money

The ability to now expand on the simplicity of the product that we began with, will open up even more opportunities for our sales people.

NL

Nicole L.

When we have a question, the answers are provided immediately. It is a great tool and a great service.

JG

Jane G.

Surefire CRM

4.8
(38)

CRM and lead management software for mortgage businesses

Features

Total

13

34

37

features in common

13

features in common

Surefire CRM's unique features

  • Third Party Integrations

  • Call Recording

  • Audit Management

  • Activity Dashboard

BluMortgage's unique features

  • Process Control

  • Website Integration

  • Task Scheduling

  • Ad hoc Reporting

Value for money

4.8

0.2

5.0

What users say about Surefire CRM's value for money

I can market on behalf of all of my companies LOs. I get fantastic support from Top of Mind to help me help my LOs.

bs

blake s.

All of the pre-built campaigns are effective, look great and typically get a great response. I'm not creative or a great designer so their stuff looks great to me and is effective.

DS

David S.

DecisionLender

4.6
(8)

Loan origination system

Features

Total

11

26

37

features in common

11

features in common

DecisionLender's unique features

  • Auto-Responders

  • Audit Management

  • Real Time Reporting

  • Document Generation

BluMortgage's unique features

  • Contact Management

  • Task Scheduling

  • Workflow Management

  • Data Capture and Transfer

AutoPal Software

4.8
(53)

Cloud-based loan servicing software

Features

Total

9

43

37

features in common

9

features in common

AutoPal Software's unique features

  • Template Management

  • Data Import/Export

  • Email Templates

  • Investor Management

BluMortgage's unique features

  • Contact Management

  • Workflow Management

  • Website Integration

  • Action Management

Starting from

$99/month

Value for money

4.9

0.1

5.0

What users say about AutoPal Software's value for money

The software is great and the tech support is always on point--AutoPal is a great asset to your company and they always very helpful.

JJ

Janiece J.

The best thing about this software is the ease of use and how robust it is. It's very convenient from the aspect of how many automated tasks are included which saves a tremendous amount of time.

JV

Joseph V.

defi SOLUTIONS

4.7
(27)

Loan origination system for banks and credit unions

Features

Total

7

25

37

features in common

7

features in common

defi SOLUTIONS's unique features

  • Real Time Monitoring

  • Online Applications

  • Contract/License Management

  • Performance Metrics

BluMortgage's unique features

  • Contact Management

  • API

  • Ad hoc Reporting

  • Action Management

Value for money

4.7

0.3

5.0

What users say about defi SOLUTIONS's value for money

The overall experience with defi Solutions has been excellent. The people and partners are the greatest asset of the company.

JS

Joanna S.

I really enjoy the product and I understand it's a constantly changing and improving company, which I can appreciate. It has a ways to go but progress is happening, and rapidly.

gp

greg p.

GOLDPoint Systems

4.7
(3)

Cloud-based loan servicing and origination solution

Features

Total

11

34

37

features in common

11

features in common

GOLDPoint Systems' unique features

  • Auto Loans

  • ACH Payment Processing

  • Loan Processing

  • Partial Payments

BluMortgage's unique features

  • Contact Management

  • Task Scheduling

  • Workflow Management

  • Data Capture and Transfer

FNI Blueprint

4.5
(6)

Credit decisioning & loan origination software

Features

Total

7

18

37

features in common

7

features in common

FNI Blueprint's unique features

  • Dashboard Creation

  • Database Support

  • Content Management

  • Loan Processing

BluMortgage's unique features

  • Contact Management

  • Summary Reports

  • Task Scheduling

  • Action Management

Floify

4.8
(69)

The Industry's Leading Mortgage Point-of-Sale Solution

Features

Total

10

50

37

features in common

10

features in common

Floify's unique features

  • Real Time Data

  • Data Storage Management

  • Data Profiling

  • Multi-Company

BluMortgage's unique features

  • Contact Management

  • Ad hoc Reporting

  • Summary Reports

  • API

Starting from

$79/month

Value for money

4.8

0.2

5.0

What users say about Floify's value for money

The tracking of the loan process is wonderful. The milestone updates the customers receive are both informational and entertaining.

LE

Lonna E.

The customer contact and follow up are awesome. The ability to track the receipt of documents and interface with other systems like docusign is a game changer for our team.

MG

Marla G.

CreditOnline

4.9
(7)

Loan management software for lending businesses of all sizes

Features

Total

10

42

37

features in common

10

features in common

CreditOnline's unique features

  • ISO Standards Management

  • Data Import/Export

  • Automatic Funds Distribution

  • Collections Management

BluMortgage's unique features

  • Contact Management

  • Data Capture and Transfer

  • Action Management

  • Analytics/ROI Tracking

FPS GOLD Core Banking

4.4
(11)

Core processing software for community banks

Features

Total

9

66

37

features in common

9

features in common

FPS GOLD Core Banking's unique features

  • Contact Database

  • Direct Deposit

  • Reporting & Statistics

  • Online Applications

BluMortgage's unique features

  • Contact Management

  • Data Capture and Transfer

  • Website Integration

  • Summary Reports

Value for money

4.2

0.8

5.0

What users say about FPS GOLD Core Banking's value for money

The ease of use of this FPS GOLD/CIM GOLD program and the company's commitment to a quality product for its users.

DJ

Debbie J.

The staff at FPS is great to work with. They're quick to respond & help with the resolution process.

RP

Ricardo P.

Axe Credit Portal

(0)

Financial Software Credit risk Management automation

Features

Total

5

7

37

features in common

5

features in common

Axe Credit Portal's unique features

  • Online Applications

  • Loan Processing

BluMortgage's unique features

  • Website Integration

  • Contact Management

  • API

  • Workflow Management

Lendstream

4.7
(3)

Loan origination & servicing platform for lenders & brokers

Features

Total

25

108

37

features in common

25

features in common

Lendstream's unique features

  • Collections Management

  • Refinance Management

  • Customer Statements

  • Reporting/Analytics

BluMortgage's unique features

  • Process Control

  • Action Management

  • Website Integration

  • SMS Messaging

Mortgage Automator

4.9
(46)

Loan origination software for private lending businesses

Features

Total

13

52

37

features in common

13

features in common

Mortgage Automator's unique features

  • Loan Portfolio Management

  • Construction Loans

  • Online Applications

  • Closing Documents

BluMortgage's unique features

  • Process Control

  • Website Integration

  • Task Scheduling

  • Ad hoc Reporting

Starting from

$699/month

Value for money

4.9

0.1

5.0

What users say about Mortgage Automator's value for money

Staff and developers are great and reliable. They take pride in their product and are constantly looking to improve the growth of their system in the servicing industry.

DB

Denis B.

The Automator team has been amazing in providing Graysbrook Capital with custom solutions that has increased our business efficiency substantially.

RM

Ryan M.

The Loan Office

4.8
(41)

Flexible loan servicing software for small lenders

Features

Total

11

53

37

features in common

11

features in common

The Loan Office's unique features

  • QuickBooks Integration

  • Construction Loans

  • Activity Tracking

  • Third Party Integrations

BluMortgage's unique features

  • Process Control

  • Task Scheduling

  • Data Capture and Transfer

  • Summary Reports

Starting from

$289/month

Value for money

4.8

0.2

5.0

What users say about The Loan Office's value for money

With only 25 loans in our portfolio we were thrilled to find this cost effective solution.

BS

Beth S.

Its very user friendly and again the tech support is fantastic. This program for our company has been a great assist in growing our company.

TS

Tamara S.

AutoCloud

5.0
(2)

Loan origination & document management for lending companies

Features

Total

16

74

37

features in common

16

features in common

AutoCloud's unique features

  • Business Loans

  • Loan Origination

  • Student Loans

  • Loan Management

BluMortgage's unique features

  • Process Control

  • Website Integration

  • Email Marketing

  • Action Management

Blend

4.0
(3)

Digital lending solution for banks and mortgage companies

Features

Total

14

47

37

features in common

14

features in common

Blend's unique features

  • Lead Distribution

  • Administrative Reporting

  • Reporting & Statistics

  • Pipeline Reports

BluMortgage's unique features

  • Process Control

  • Customizable Reports

  • Task Scheduling

  • Email Management

LOAN SERVICING SOFT

5.0
(13)

Loan Servicing software for private money/hard money lenders

Features

Total

17

64

37

features in common

17

features in common

LOAN SERVICING SOFT's unique features

  • Dashboard

  • Loan Portfolio Management

  • Pricing Management

  • Credit Reporting

BluMortgage's unique features

  • Process Control

  • Email Distribution

  • API

  • Alerts/Notifications

Starting from

$7,500

Value for money

5.0
5.0

What users say about LOAN SERVICING SOFT's value for money

We switched our servicing software about 9 months ago to Loan Servicing Soft and it has been a very good transition. We are extremely happy with the service and extremely happy with the product.

SL

Sonia L.

We have 12 employees, we have been using the product for aprox 6 months and we love it. It is user friendly, the service has been great and most of all they respond to our needs immediately.

IB

Ira B.

LendingPad

4.4
(34)

Loan origination system for mortgage brokers and lenders

Features

Total

17

59

37

features in common

17

features in common

LendingPad's unique features

  • Refinance Management

  • Real Time Data

  • Automated Decisioning/Underwriting

  • Data Migration

BluMortgage's unique features

  • Process Control

  • Communication Management

  • Alerts/Notifications

  • Action Management

Value for money

4.6

0.4

5.0

What users say about LendingPad's value for money

Overall has been very good and anticipating a great working system for all aspects of the loan process. So far, love it and just anxious to finish learning and setting all up.

CS

Chris S.

I love the fact that the system is web-based system. It is super easy to use and the support is awesome.

MH

Melinda H.

Maxwell

4.8
(11)

Digital mortgage platform for loan officers & lending teams

Features

Total

12

39

37

features in common

12

features in common

Maxwell's unique features

  • Customizable Branding

  • Multi-Branch

  • Online Applications

  • Template Management

BluMortgage's unique features

  • Contact Management

  • Task Scheduling

  • Workflow Management

  • Data Capture and Transfer

PerfectLO

5.0
(8)

Mortgage & loan origination

Features

Total

7

35

37

features in common

7

features in common

PerfectLO's unique features

  • Pre-Qualification

  • Loan Management

  • Multi-Company

  • Mortgages

BluMortgage's unique features

  • Contact Management

  • Customer Database

  • Task Scheduling

  • API

Shape

5.0
(19)

Cloud-based CRM, sales & marketing automation software

Features

Total

26

168

37

features in common

26

features in common

Shape's unique features

  • Expense Tracking

  • Archiving & Retention

  • Housing Management

  • Appointment Scheduling

BluMortgage's unique features

  • Process Control

  • Summary Reports

  • Analytics/ROI Tracking

  • SMS Messaging

Starting from

$99/month

Value for money

4.9

0.1

5.0

What users say about Shape's value for money

Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.

JK

Joseph K.

It's super intuitive and easy to understand. As a UX designer myself, their UX is really good.

KK

Karen K.

LendCRM

(0)

Loan Origination Software

Features

Total

21

67

37

features in common

21

features in common

LendCRM's unique features

  • Financial Analysis

  • Reporting & Statistics

  • Financial Management

  • Loan Servicing

BluMortgage's unique features

  • Website Integration

  • Process Control

  • Direct Mail Management

  • Summary Reports

Features

Total

6

16

37

features in common

6

features in common

Vaultedge Mortgage Automation's unique features

  • Closing Documents

  • Third Party Loan Origination

  • Outsource Processing

  • Refinance Management

BluMortgage's unique features

  • Contact Management

  • Alerts/Notifications

  • Ad hoc Reporting

  • Analytics/ROI Tracking

TOTUS

4.5
(6)

Complete Marketing Automation Software

Features

Total

11

62

37

features in common

11

features in common

TOTUS's unique features

  • Feedback Management

  • Channel Analytics

  • Online Store

  • Interactive Content

BluMortgage's unique features

  • Process Control

  • Task Scheduling

  • Workflow Management

  • Data Capture and Transfer

Mortgage Quest

4.6
(14)

Marketing automation & CRM for the mortgage industry

Features

Total

9

26

37

features in common

9

features in common

Mortgage Quest's unique features

  • Reference Checking

  • Commission Calculations

  • Referral Tracking

  • Video Support

BluMortgage's unique features

  • Process Control

  • Data Capture and Transfer

  • Website Integration

  • API

Value for money

4.5

0.5

5.0

What users say about Mortgage Quest's value for money

The campaigns are a bit confusing and overwhelming to understand even after all these years of having the product. I'm sure my lack of doing additional campaigns is the reason for this.

MD

Matt D.

For pure marketing and tracking of your business it's been a great and consistent tool. I would recommend anyone that wants to grow a long term business to use this product.

JK

Jim K.

The Mortgage Office

4.8
(205)

Web-based mortgage and loan servicing software

Features

Total

21

89

37

features in common

21

features in common

The Mortgage Office's unique features

  • Property Tax Management

  • Credit Reporting

  • Approval Process Control

  • Transaction History

BluMortgage's unique features

  • Website Integration

  • Process Control

  • Scheduled / Automated Reports

  • Summary Reports

Starting from

$595/month

Value for money

4.7

0.3

5.0

What users say about The Mortgage Office's value for money

Overall, I am impressed, especially by the ability to customize fields and save in formats that are ready for presentations to the board, or management.

AR

Anonymous Reviewer

TMO will make that growth painless and fluid as we keep our Veteran communities happy with great costumer service that TMO helps up provide.

CV

Cesar V.

OneSpan Sign

4.8
(62)

Electronic signature software for financial institutions

Features

Total

3

17

37

features in common

3

features in common

OneSpan Sign's unique features

  • Closing Documents

  • Data Security

  • Document Analytics

  • Customizable Branding

BluMortgage's unique features

  • Task Scheduling

  • Website Integration

  • Analytics/ROI Tracking

  • Summary Reports

Starting from

$20/month

Value for money

4.7

0.3

5.0

What users say about OneSpan Sign's value for money

I am mostly satisfied with eSignLive and recommend improvement in document searching and sorting capabilities.

Tapan J.

This product helped us to gain great customer satisfaction. Very easy to use and Very user friendly for both signer and sender.

AR

Anonymous Reviewer

Tempo

(0)

Cloud-based default management solution for loan businesses

Features

Total

10

37

37

features in common

10

features in common

Tempo's unique features

  • Third Party Integrations

  • Electronic Applications

  • Event Scheduling

  • For Borrowers

BluMortgage's unique features

  • Process Control

  • Workflow Management

  • Customer Database

  • Summary Reports

Total Expert

4.3
(30)

Marketing automation tool for financial services industry

Features

Total

9

39

37

features in common

9

features in common

Total Expert's unique features

  • Commission Management

  • Access Controls/Permissions

  • Multi-Campaign

  • Lead Nurturing