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.
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 ...
DO NOT EDIT EXISTING REPORTS - These may be used by other users and if you edit them the data will not be accurate. Always create a new report and only work on your own reports. Best practice is to make your own folder and only create and edit ...
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, ...
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 ...
If the integration fails completely, you will see an error window with a a link to our support email, as well as an error message. Here are some common error messages that you may see there: Error Code Integration Details/Resolution The request to ...