Floify CRM Integration (BluMortgage)

Опубликовано: 27 Январь 2020
на канале: BluRoot
1,285
1

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.

-----------------------------------------------------------------------------------------------
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)


Смотрите видео Floify CRM Integration (BluMortgage) онлайн без регистрации, длительностью часов минут секунд в хорошем качестве. Это видео добавил пользователь BluRoot 27 Январь 2020, не забудьте поделиться им ссылкой с друзьями и знакомыми, на нашем сайте его посмотрели 1,285 раз и оно понравилось 1 людям.