Indi Mortgage

Indi Mortgage

Introduction

As part of BluMortgage's partnership with Indi Mortgage, all Indi Mortgage agents have access to exclusive templates and content for their own BluMortgage account.
This content is provided by some of the brokerage's top agents who use BluMortgage for their own mortgage business.

Steps to Complete

Install Extension

In order to upgrade your BluMortgage CRM to the Indi Mortgage "standard", the first step is to install the extension.
It's very straightforward- all you need to do is click the link below and follow the on-screen steps.
Install the Indi Mortgage Extension here for your BluMortgage account: LINK
Once installed, automatically your BluMortgage account will have:
  1. 13 new email templates- specifically for the On-Hold stage in your process
  2. 3 new fields (Insurer, Lender Reference Number, Taxes Paid By?)  added to your Mortgage module for better tracking of your deals

Add Additional Fields

Beyond the fields added in the extension, there are a few that you'll need to add manually:
  1. Referrer as a Lookup
  2. Default Insurance Number as a Single Line
  3. Trailer Fee as a Check Box
To simplify this process, here is a video showing exactly how you can do this:


Update Mortgage Board

Finally, to follow the Indi Mortgage best practices, it is recommended to update the Mortgage Board to include the most relevant information. Specifically, the Mortgage Board should show:
  1. Mortgage Name
  2. Mortgage Owner (if you have 2+ brokers in 1 account)
  3. Borrower Name
  4. Amount
  5. COF Date
  6. Lender Name
  7. Transaction Type
  8. Closing Date
Again, to make this a bit easier, here's a video to show exactly how you can do this: