--- title: "BluMortgage Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BluMortgage Software - reviews, pricing plans, popular comparisons to other Mortgage products and more." source_url: "https://www.capterra.com/p/195534/BluMortgage/" page_type: "product" language: "en" --- # BluMortgage Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BluMortgage ## What is BluMortgage? BluMortgage is a comprehensive CRM for mortgage professionals. It streamlines your deal flow by providing a simple-to-use pipeline with pre-built task, email and SMS automations to manage your team, clients and partners. BluMortgage stays-in-touch with clients through new lead drip campaigns, pre-approval check-ins and post-close nurture. All mortgage data is centralized in BluMortgage with integrations with Filogix, Velocity, Finmo and Floify. ## What is BluMortgage used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $90 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for BluMortgage?[Manage this product listing](https://www.g2.com/products/blumortgage/claim_requests/new?auto=true) ## BluMortgage Overview Updated September 2026 AI summary BluMortgage is designed for small businesses seeking tools in mortgage management, CRM, and loan origination. It combines borrower and client database management with features for document storage, compliance tracking, and lead handling. With workflow automation, reporting, and integrations, BluMortgage offers deployment across web and mobile platforms to support brokers and teams handling residential mortgages and related tasks. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BluMortgage 5.0 (2) VS. [4.8 (288)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Starting Price $90 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (2) Ease Of Use 4.7 (287) Value For Money 4.5 (2) Value For Money 4.7 (188) Customer Service 4.0 (2) Customer Service 4.8 (280) ## BluMortgage alternatives [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (3,481)](https://www.capterra.com/p/124981/Freshdesk/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about BluMortgage Overview ### What company size and specific industries is BluMortgage built for? BluMortgage is designed for mortgage brokers in Canada, especially firms of any size that are focusing on digital solutions to support growth. It is built for the mortgage brokerage sector rather than general lending or broader financial services, making it a fit for Canadian brokerages adopting digital tools. Features and Usability ### What are the key features of BluMortgage? BluMortgage offers online applications, loan and deal management, and pipeline management for mortgage workflows. It includes borrower, client, and contact management, plus CRM, lead management, and communication management. Additional features cover document storage, digital and electronic signatures, compliance management, reporting, alerts, and workflow automation. Integrations ### Which third-party tools and platforms does BluMortgage integrate with? BluMortgage integrates with 5 third-party tools, including mortgage platforms Finmo, Floify, and Velocity, plus email tools Gmail and Microsoft Outlook. These catalog integrations cover lending workflow and communication needs across common mortgage operations. Getting Started and Support ### What training and onboarding options does BluMortgage offer? BluMortgage provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs for self-paced learning, and documentation gives written reference material for setup and ongoing use. Getting Started and Support ### What customer support options does BluMortgage offer? BluMortgage provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details are limited in available feedback, so user experience with these channels is not documented here. The listed options suggest multiple ways to reach assistance and find answers when questions come up. ## Features AI summary Based on 226 Mortgage reviews Not all mortgage software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Loan Management** (**67%** of reviewers rated this feature as critical) - **CRM** (**69%**) - **Electronic Applications** (**59%**) BluMortgage includes **Loan Management** and **CRM**, giving mortgage teams a way to track loans through each stage and manage borrower relationships in one system. However, it does not include **Electronic Applications**. Instead, it offers **Borrower Management** (**69%**) and **Pipeline Management** (**56%**), which can help teams keep borrower records organized and monitor deal progress more closely, helping businesses improve follow-up, maintain visibility across active loans, and move work forward more efficiently. CRM 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. BluMortgage 43 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Borrower Management: Searchable database of information about loan borrowers - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Management: Store and organize information about customers and previous interactions - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - For Brokers: Used by brokers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Management: Distribution and delivery of funds to approved borrowers - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Online Applications: Ability to fill out and submit application forms on the web - Payment Tracking: Track sent and received payments, invoices, and bills. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Real Estate CRM - Mortgage CRM: Organizes prospect and client pipelines to align with loan and real estate requirements - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.0 (2) 4.0 Based on 2 reviews ## Pricing Value for money 4.5 (2) Free Trial Basic $90.00 Per User,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Floify](https://www.capterra.com/p/138124/Floify/)[ Velocity](https://www.capterra.com/p/157936/Velocity/)[ Finmo](https://www.capterra.com/p/137771/Lendesk/) ## Support, customer service and training options Customer Service 4.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (2) 4.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RD Ryan D. Mortgage Agent Real Estate ### "BluMortgage" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 September 23, 2022 Pros Liked how easy it was to integrate files from Finmo Cons Blumortgage went down for a week or so. My files weren't being transferred over from Finmo. Was told I would have to manually enter them. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SJ sam J. Agent Real Estate ### "Exellent Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 November 12, 2019 Overall BluMortgage has greatly improved the operations of my mortgage business. The easy management and automation has allowed me to close more deals and grow my business Pros It has a wide range of features and can integrate with other systems to provide a total solution for my business.It keeps tracks of my lead and applicant. Makes easy for me to manage my day. Cons Right now they only provide email support. I prefer to have a phone call support. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.