How to use the integration from BluMortgage 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 ...

• Introduction to Zoho CRM

  What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...

• Merging Records in the CRM

  BluMortgage recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name.  The video below shows you ...