Average Ratings 3 Ratings
Average Ratings 0 Ratings
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Description
1Solution Mortgage Software is a comprehensive platform built to simplify the mortgage process for industry professionals. It offers an array of tools, including a dynamic Pricing & Proposal Engine (PPE), Loan Origination System (LOS), and a Customer Relationship Management (CRM) suite, to streamline daily operations. The software also facilitates secure document handling and e-signing, while its communication tools—email, SMS, and video messaging—enhance client interactions. With built-in marketing automation, 1Solution offers ready-made, compliance-approved content and tools for mass email and SMS campaigns. Additionally, it supports HR management features for employee tracking and performance assessments, providing an all-encompassing solution for mortgage professionals.
Description
The top-rated CRM specifically designed for mortgage brokers is BluMortgage, which enhances client communication through pre-designed email campaigns. By simplifying the application pipeline, BluMortgage effectively manages the intricate tasks faced by mortgage brokers. For brokers, nurturing client relationships is paramount, and BluMortgage equips them with essential tools to foster these connections throughout the application journey and beyond. Its pre-arranged drip campaigns ensure that important dates like birthdays, anniversaries, and renewal reminders are not overlooked, facilitating ongoing engagement. Additionally, advanced reporting features help brokers pinpoint potential refinance or upsell opportunities. By utilizing CRM activity reports, users can extract vital insights into productivity trends. To maintain alignment across the team, BluMortgage offers centralized tracking, allowing users to monitor notes, tasks, outstanding conditions, and email communications efficiently. This comprehensive approach not only streamlines operations but also enhances overall client satisfaction and retention. Ultimately, BluMortgage serves as an indispensable ally for mortgage brokers aiming to thrive in a competitive market.
API Access
Has API
API Access
Has API
Integrations
Floify
Gmail
Microsoft Outlook
Pricing Details
$100/month/user
Free Trial
Free Version
Pricing Details
$50 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Zero 1 Solution
Founded
2012
Country
United States
Website
1smtg.com
Vendor Details
Company Name
BluRoot
Founded
2013
Country
Canada
Website
blumortgage.ca/crm-for-mortgage-brokers/
Product Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Product Features
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
