BluAppraisals: Submit appraisals within BluMortgage
How to Submit an Appraisal

Please note that any changes made to the Submit Appraisal page will alter the record in the CRM
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A Guide To MPP & BluMortgage Integration
Overview The Manulife MPP Integration allows BluMortgage users to submit requests for MPP insurance on the mortgages they are maintaining in BluMortgage. MPP insures the borrowers with life and disability insurance (if they are eligible). ...
Logging in to BluMortgage
BluMortgage CRM is built on a platform called Zoho CRM. The video below will guide you on how to log in to your account.
Conditions in BluMortgage
Conditions Feature BluMortgage has a feature that can help improve your task management! You can create a list of outstanding documents for a mortgage file and use status updates to help you keep track on your progress collecting the listed ...
How to use the integration from BluMortgage CRM
Detailed View This video will show you how to update information for one specific deal. List View This video will show you how to update multiple deals at once. Utility View This video will show you how to create deals from Filogix/Velocity that do ...
Working/Closing Tasks
In this video explanation we show you how best to utilize tasks through the "Contextual View" within BluMortgage. In one central location you can see all notes, all emails and all mortgages for one client.