BluRoot Partners with Floify to Enhance Pipeline Management for Mortgage Brokers

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The Canadian software company’s integration with Floify will bring automation to key processes for brokers

Canadian software solutions company BluRoot has announced a partnership with Colorado-based Floify, a mortgage automation and point-of-sale software solution. Their solution for mortgage brokers, BluMortgage, enables seamless pipeline management with powerful analytic capabilities.

The integration with Floify will further enhance pipeline management for brokers, enabling automation for processes that would otherwise be time-consuming and tedious for brokers. For example, Floify can trigger automatic notifications for missing documents, eliminating the need for brokers to manually chase down borrowers. In fact, the integration will streamline data collection as a whole, drastically reducing the amount of time brokers spend on deals.

While BluMortgage excels in the sales and marketing aspects of mortgage brokering, Floify has tools for document portals, including an online application that can be branded to fit the individual broker. Both BluRoot and Floify are leaders in their respective markets, and the partnership will afford the companies improved opportunities to better serve an expanded client base.

Learn more about the BluRoot and their innovative CRM system for mortgage businesses by going to: https://bluroot.ca/industries/blumortgage/

About BluRoot
BluRoot is an international software company that specializes in scalable, affordable solutions for businesses of all sizes, leveraging the Zoho suite of projects. Their core focus is on helping clients in the financial services accelerate their business through their BluInsurance and BluMortgage products.

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Massimo Ianniruberto

Massimo Ianniruberto
BluRoot Inc.
1-800-418-8120 1
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