Floify CRM Integration BluMortgage

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Still have some questions? Register for our FREE office hours to get 1-on-1 time with a BluMortgage Expert: https://bluroot.ca/office-hours/ • The BluMortgage product, a CRM for mortgage brokers, is now integrated with the Floify point-of-sale system. This allows seamless transfer of data between the two systems, further increasing the efficiency and productivity of your mortgage operation. • For more information check out https://bluroot.ca/floify-integration/ • The BluMortgage CRM integration with Floify POS system offers 3 key pieces of functionality. First of all, when a Loan Flow is created in Floify, all relevant details are updated within BluMortgage. Secondly, when a key stage is updated in BluMortgage, the corresponding milestone is checked within Floify. Finally, when a key milestone is checked in Floify, the corresponding stage is updated in BluMortgage. In short, it is a one-way sync of new Loan Flows and a two-way sync of Loan Flow progress. • ----------------------------------------------------------------------------------------------- • Texting for Zoho CRM • https://bluroot.ca/blutext/ • Move Data in your Zoho CRM • http://bluroot.ca/wes • Mortgage CRM • https://blumortgage.ca/ • Want to support BluRoot? Tag us as your Zoho Partner: • https://bluroot.ca/zoho-partner-program/ • Interested in the best Zoho training courses: • https://www.liorizik.com/?ref=8f4ceb (we've partnered with the best trainer in the business: Lior Izik)

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