Still have some questions? Register for our FREE office hours to get 1-on-1 time with a BluMortgage Expert: https://bluroot.ca/office-hours/
The BluMortgage product, a CRM for mortgage brokers, is now integrated with the Floify point-of-sale system. This allows seamless transfer of data between the two systems, further increasing the efficiency and productivity of your mortgage operation.
For more information check out https://bluroot.ca/floify-integration/
The BluMortgage CRM integration with Floify POS system offers 3 key pieces of functionality. First of all, when a Loan Flow is created in Floify, all relevant details are updated within BluMortgage. Secondly, when a "key" stage is updated in BluMortgage, the corresponding milestone is checked within Floify. Finally, when a "key" milestone is checked in Floify, the corresponding stage is updated in BluMortgage. In short, it is a one-way sync of new Loan Flows and a two-way sync of Loan Flow progress.
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Texting for Zoho CRM
https://bluroot.ca/blutext/
Move Data in your Zoho CRM
http://bluroot.ca/wes
Mortgage CRM
https://blumortgage.ca/
Want to support BluRoot? Tag us as your Zoho Partner:
https://bluroot.ca/zoho-partner-program/
Interested in the best Zoho training courses:
https://www.liorizik.com/?ref=8f4ceb (we've partnered with the best trainer in the business: Lior Izik)
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