Mortgage Module
Updating Realtor and Lawyer
When a deal moves through the pipeline, often times you will want to send updates to the realtor and lawyer on file. Good news! You can easily do this in BluMortgage CRM. Watch the video below to learn how.
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 ...
Navigating the Mortgage View
This video below will show you how to switch between views in the Mortgage Module, as well as an introduction to using filters!
Additional Properties
What is "additional properties"? Additional properties are other properties that your clients own. When John Smith applies for a mortgage, he is asked whether or not he has other properties as well. If he does, the details of his additional property ...
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). ...
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
Common Sync Error Messages and What They Mean
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 ...