BluMortgage

BluMortgage is a CRM-based system built on Zoho that caters to mortgage professionals, covering lead capture, pipeline tracking, and post-closing follow-ups. Loan officers create custom stages for pre-approvals, underwriting, or doc collection. Automated drip campaigns keep borrowers engaged, while a “Referrals” tab organizes realtor or past-client leads. E-forms let borrowers upload files directly into the CRM record. BluMortgage also logs tasks for renewal reminders, emailing clients months before the term ends. By layering mortgage-specific logic onto Zoho CRM, BluMortgage gives brokers a cost-effective, flexible solution for building client relationships.