Navigating the Mortgage View

• Related Articles

• Mortgage Application Velocity Mapping

  Mortgage Application Mapping When a mortgage is pulled from Velocity into your BluMortgage CRM, a Mortgage will be created (or updated) and all applicants associated with the mortgage application in Velocity will be created (or updated) as Contacts, ...

• 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). ...

• 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 ...

• 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 ...

• 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.