1. How to Install and Setup the Filogix Integration

1. How to Install and Setup the Filogix Integration

Introduction

This article describes how to install and setup the Filogix extension in your BluMortgage CRM. If these steps are already complete, you can learn how to use the Filogix integration in this article.
If you have any questions about this extension, please reach out to support@bluroot.ca.

How to Use: Mandatory Actions

[Step 1]: Install the Filogix Extension

The first step is to install the Filogix Extension to your BluMortgage Account:
  1. Open your BluMortgage CRM Account:
    1. Your login would have been provided to you in an email
    2. Have this open in one tab, then open a new tab
  2. In the new tab, copy and paste this link into the URL, and hit Enter
  3. Agree to the terms of service of using this extension:
    1. Check both boxes and hit "Next"
    2. Allow all users to access this extension
    3. Wait for the installation loading screen to complete
  4. On the next screen click on "Connect":
    1. Select "BluMortgage CRM" > Click "Submit" > Click "Accept"
  5. Insert the following information:
    1. Filogix Username - This is the username used to log into your Filogix Account, non-numeric (e.g HALLT)
    2. Filogix Firm Code
  6. After the above information has been added to the extension, the installation will be completed.
If our team has not received permission from your principal broker, the Filogix extension will return an error message which states "The Filogix Firm Code entered cannot be found in our system". Please contact support@bluroot.ca for next steps.

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