# BluMortgage Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about BluMortgage Software - reviews, pricing plans, popular comparisons to other Mortgage products and more.

Source: https://www.capterra.com/p/195534/BluMortgage

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# 

 BluMortgage Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://bluroot.ca&name=BluMortgage)

## 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 (285)](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 (284)

Value For Money

4.5 (2)

Value For Money

4.7 (185)

Customer Service

4.0 (2)

Customer Service

4.8 (277)

## BluMortgage alternatives

[4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.6 (5,720)](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

93%

of reviewers

rated it above 4 stars

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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 42 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Searchable database of information about loan borrowers

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Store and organize information about customers and previous interactions

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Electronic signing method that validates the authenticity and integrity of a digital document

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Digitally sign online documents

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Used by brokers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Distribution and delivery of funds to approved borrowers

Automate workflows and trigger campaigns based on customer actions

Ability to fill out and submit application forms on the web

Track sent and received payments, invoices, and bills.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Track and manage the scheduling of tasks

Create, save, and re-purpose templates for emails, forms, etc.

Set up connections to third-party platforms to improve business processes

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

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/)[

Lendesk](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

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.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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