2. How to Set Up Your Profile

2. How to Set Up Your Profile

Introduction

This article describes how to set up your personal and company details in your BluMortgage CRM.
Info
​If you have any questions about this article, please reach out to the BluRoot team at support@bluroot.ca.

How to Set Up Your Profile in BluMortgage

Step 1: Log in to the CRM

  • Go to your BluMortgage CRM login page and sign in to your account.

Step 2: Access Personal Settings

  • Click the gear icon in the bottom-left corner of the screen.

  • Select “Personal Settings” from the menu.

Step 3: Update Your Personal Info

  • Under the General tab, click the pencil icon ✏️.

  • Update fields like:

    • First Name

    • Last Name

    • Email Address

    • Application Link (used in automations)

Step 4: Save Your Changes

  • After updating, click “Save” to apply your changes.

Step 5: Add a Profile Photo

  • Still in Personal Settings, click the photo icon to upload your profile picture.

Update Company Settings

Step 6: Go to Company Settings

  • From the settings menu, click “Company Settings.”

Step 7: Edit Company Info

  • Click the pencil icon ✏️ to update:

    • Company Name

    • Any other relevant company details

Step 8: Upload Your Company Logo

  • Click the logo image area to upload your company logo.

If you have questions, join a Jumpstart session—we’re happy to help!

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