Integrating with Your Deal Submission Platform & Uploading Your Data
Integrate with Finmo, Velocity, Filogix, BOSS and Scarlett.Initial BluMortgage Setup
Navigating the Initial Setup of Your BluMortgage AccountAdditional Setup Options
Additional guides for configuring optional features, and error help articles for assistance on troubleshooting common setup errors.Understanding Templates & Emails in BluMortgage
Additional Set Up / Admin
Setup your BluMortgage account for your business.The Basics
Understand and begin interacting with BluMortgageMarketing
Drip campaigns and newsletters for your clients.Reports and Analytics
Generate reports and analyze your data.Advanced Features
Workflows, Customizations, and Advanced Actions.Integrations [Value-Add]