Interacting with BluMortgage
BluTraining Sessions 1, 2 & 3
BluTraining Sessions 1, 2 & 3 Session 1 - The Basics Topics: Understand menu/toolbars/navigation Setup basic Settings Begin Data Clean-Up Session 2 - Post-Close Emails Topics: Review Data Clean-Up How to edit templates How to turn on a workflow and ...
BluSessions - Webinars for BluMortgage & Zoho CRM
BluSessions Webinars hosted by the BluMortgage Customer Success Team. Sessions about BluMortgage BluSessions #01 - How to Setup and Customize your BluMortgage CRM BluSessions #02 - BluMortgage Pipeline Automations BluSessions #04 - Email Templates: ...
How to Create a Partner from a Borrower / How to Create a Borrower from a Partner
Introduction This article will demonstrate how to instantly create a new Borrower record from a Partner record or a new Partner record from a Borrower record. If you do not see these options in your BluMortgage CRM, please reach out to the BluRoot ...
How to Install BluMortgage Live Chat
Introduction This article describes how to access live chat in your BluMortage account. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on add the Live Chat widget to your ...
How to Access BluMortgage Live Chat
Introduction This article describes how to access live chat in your BluMortage account. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on add the Live Chat widget to your ...
Using the Calendar in the CRM
Having a calendar in the CRM can be very helpful when it comes to tracking your meetings and schedules. Watch the video below to learn how to use the calendar in Zoho CRM.
Logging in to BluMortgage
BluMortgage CRM is built on a platform called Zoho CRM. The video below will guide you on how to log in to your account.
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 ...
How to Schedule a Meeting in the CRM
If you and your team are on Zoho CRM together, this feature is very useful to coordinate meeting times.
How to Track Commission
We are often asked: Is it possible to track my commissions in BluMortgage? The answer is Yes! Once a mortgage is closed the commission can be added directly to the record. In this way it is actually easy to keep track of commission. We show the ...
How to Find Deleted Fields
It can be frustrating to delete a field and be unable to find it. In this video we show you how to find a field that has been deleted. For more information see this article by Zoho ...
Understanding Tasks
It can get overwhelming when you have 100's of open tasks and you don't have a clear and concise place to find them. With views inside of BluMortgage you can find exactly the tasks your looking for and not over clutter your system. In this video ...
How to Add A Co-Borrower
Introduction This article describes how to add a co-borrower in a mortgage record with BluMortgage. If you have any questions about this feature, reach out to support@bluroot.ca How To Add Co-Borrower in the Borrower Role Section Within BluMortgage ...
Show Details
The first time you log into your CRM you may notice that you are not seeing all of the fields that you thought you would see. This can happen (although we always try to take care of this for you prior to you getting in there) if you do not click the ...