TECH THAT HELPS MAKE YOUR JOB EASIER
MORTGAGE-CENTRIC CRM
Better Systems, Better Support, More Business.
- In-Process Milestone Emails
- Marketing Automation
- Custom Marketing Outlets
- Co-Marketed Single Property Sites
- Available in English & Spanish
CLOUD-BASED SERVICES
Stay Connected. Anywhere, Any Device.
- Industry-leading LO Software (Encompass) fully-integrated with Mobile Application and CRM
- Mobile Application equipped with Secure Document Upload (see below)
- Share and collaborate with other BluPrint LO's through our secure, internal social network, Yammer
- Web access to all guidelines, training, job aids, etc. through our intranet, InSite
SMS/TEXTING PLATFORM
Synonymous with CRM Loan Milestone Updates.
- Referral partners & borrowers will automatically receive customizable updates throughout the entire loan process
- Updates can be sent to borrowers, agents, agent coordinators, and LO's
- Available in English & Spanish
SECURE DOCUMENT UPLOAD
NFM Provides a Secure, Easy-to-Use System to Upload Documents.
- The borrower has the ability to upload documents from any borrower or device, including mobile!
- Fully-integrated with Encompass
- Requires only a borrower's loan number
REALTOR & BUILDER PIPELINES
Keep Realtor & Builder Partners Up-to-Date with 24/7 Access.
- Request and receive customized pre-approval letters on demand
- Real-time access to full contact information and loan details
- Payment calculator pre-filled with client's actual loan terms to aid in upselling features
5-STAR REVIEW AUTOMATION
Helping Build Your Online Reputation and SEO.
- Automated surveys sent out to borrowers on your behalf at the time of closing
- All 5-star reviews are automatically posted to Loan Officer websites and social profiles
- Helps ensure customer satisfaction and increase revenue