Cloud-based Mortgage CRM System

The BluMortgage CRM System makes it easy to track all current mortgages through the easy-to-use mortgage pipeline that auto-notifies your team and your clients of application progress. BluMortgage also puts your renewal communications on autopilot so that you always renew your business!

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Simplify Your Underwriting Process

At each stage of the mortgage application process, BluMortgage’s industry-proven 21-action process drives task, email and SMS automations to streamline the repeated, but necessary actions to complete a mortgage.

Put Your Renewals On Auto-Pilot

BluMortgage automates over 20 email communications through their 5-year post-close email campaign. BluMortgage flags approaching renewals to ensure you’re engaging clients as early as possible.

Centralize Your Data

BluMortgage integrates with your email, website and accommodates Filogix imports- providing a central location for contact information. What’s more, is that all data in BluMortgage is owned by you, and not your network.

Introducing BluMortgage

In this video, founder Massimo Ianniruberto and co-founder and product manager Tom Hall announce the launch of their mortgage CRM system, BluMortgage.
They walk through what inspired the launch of this mortgage software and what are the core features that are exciting mortgage professionals across Canada.

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BluMortgage Integrates with Leading Mortgage Software

Not sure if BluMortgage is the right CRM system for your mortgage business? Find out instantly with our assessment survey

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Proven Industry Success

Doug Adlam


“BluRoot’s expertise allowed us to develop a CRM that has become much more powerful than we ever thought possible. If you are considering building your own CRM from scratch, I strongly recommend you speak with BluRoot”

Ron Butler


“BluRoot has always provided us excellent service coupled with fantastic support. They continue to innovate and provide us with products/services that grow with us.”

Carola Singer

Mortgage Expert

“I have recently switched my CRM from a different provider to Bluroot. Combined with Finmo this makes my process much more fluent. The team at Bluroot helped at setting up my new database which was quite seamless. Anytime I had a question or a concern they are very quick to provide a solution. Thanks so much, BluRoot.”

Interested in our informative brochure?

Fill out the form to receive our information packet that provides a detailed overview of BluMortgage software product. It’s completely free, and there is no obligation in filling out the form.

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BluRoot's origins are as a leading custom software solutions company working primarily with the Zoho suite of products. BluRoot now focuses on their two products for the mortgage and insurance industry. To find out more about BluRoot's journey, please refer to our About Us page.


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