How to Import Files into BluMortgage CRM

How to Import Files into BluMortgage CRM

Introduction

BluMortgage CRM can import files by using the import button in the corresponding module. The "Import" button is used to import files that are not exported from Velocity or Filogix into BluMortgage. If you'd like to import files from Velocity or Filogix, please visit: Velocity Import Widget or Filogix Import Widget

If you have any questions on how to import files into your CRM, please contact us at support@bluroot.ca

Custom Imports

Please follow this video for the best practices to utilize when importing files into BluMortgage from sources outside of Filogix and Velocity: