A Borrower is one of your clients that you are actively trying to, or are in the process of getting a mortgage. Every contact can have many mortgages, meaning that you can sell to this borrower many times.
The Contacts module is the hub of much of your information, it will house communication details (phone number, email, address) as well as all mortgages that are active.
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). ...
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, ...