Introduction

This article walks you through using the deal creation and deal update buttons in the BluMortgage CRM and describes how the Velocity Integration maps data when you use the various buttons to pull your mortgage data from Velocity.

If you have any questions about this mapping, or are interested in customizing your integration, reach out to support@bluroot.ca.

Pull From Velocity Buttons

Scenario 1: Creating a deal in BluMortgage that didn't exist before:

To create a deal in BluMortgage from Velocity, please follow these instructions:

1. Navigate to Mortgages: In the top menu bar, click the "Mortgages" module
   
2. Click the Pull from Velocity Button: The button is in the top right of your screen next to the "Actions" button
   
3. Enter the Velocity Deal Number and Submit: There is no need to include your firm code as it'll auto populate.
   

Scenario 2: Updating an existing deal in the CRM from Velocity

To update a deal that already exists in BluMortgage from Velocity, please follow these instructions:

1. Navigate to Mortgages: In the top menu bar, click the "Mortgages" module
   
2. Locate the deal: Find and open the Mortgage deal you would like to update 
3. Click the Update from Velocity Button: The button is in the top right of your screen next to the "Actions" button
   

      4. Check the Auto-populated Deal Number and Submit: There is no need to include your firm code as it'll auto populate.

Mortgage Application Mapping

When a mortgage is pulled from Velocity into your BluMortgage CRM, a Mortgage will be created (or updated) and all applicants associated with the mortgage application in Velocity will be created (or updated) as Borrowers, and associated with the Mortgage in your CRM.

The following table outlines how each field in Velocity is mapped to a corresponding Module and Field in your BluMortgage CRM.

BluMortgage Module	BluMortgage Field	Velocity Deal Section	Velocity Field
Mortgages	Closing Date	Deal	Closing Date
Mortgages	Name	Deal	Loan Code*
Mortgages	Stage	Deal	Status
Mortgages	Amortization	Deal - Mortgage Request	Amortization
Mortgages	First Payment Date	Deal - Mortgage Request	First Payment Date
Mortgages	Maturity Date	Deal - Mortgage Request	Maturity Date
Mortgages	Rate	Deal - Mortgage Request	Net Rate
Mortgages	Payment Amount	Deal - Mortgage Request	Payment
Mortgages	Payment Frequency	Deal - Mortgage Request	Payment Frequency
Mortgages	Transaction Type	Deal - Mortgage Request	Purpose
Mortgages	Rate Type	Deal - Mortgage Request	Rate Type
Mortgages	Term	Deal - Mortgage Request	Term
Mortgages	Amount	Deal - Mortgage Request - Mortgages	Amount
Mortgages	Occupancy	Deal - Subject Property	Intended Use
Mortgages	Street	Deal - Subject Property	Combined Street Address
Mortgages	City	Deal - Subject Property	City
Mortgages	Postal Code	Deal - Subject Property	Postal Code
Mortgages	Province	Deal - Subject Property	Province
Lenders	Name	Deal - Mortgage Request	Lender Name
Borrowers	First Name	Deal - Borrowers	First Name
Borrowers	Last Name	Deal - Borrowers	Last Name
Borrowers	Date of Birth	Deal - Borrowers	Date of Birth
Borrowers	Email	Deal - Borrowers	Email
Borrowers	Phone	Deal - Borrowers	Business Phone
Borrowers	Mobile	Deal - Borrowers	Cell Phone
Borrowers	Home Phone	Deal - Borrowers	Home Phone
Borrowers	Income	Deal - Borrowers - Employment History	Gross Revenue
Borrowers	Income Frequency	Deal - Borrowers - Employment History	Income Period
Borrowers	Income Type	Deal - Borrowers - Employment History	Income Type
Borrowers	Mailing City	Deal - Borrowers - Mailing Address	City
Borrowers	Mailing Street	Deal - Borrowers - Mailing Address	Combined Street Address
Borrowers	Mailing Country	Deal - Borrowers - Mailing Address	Country
Borrowers	Mailing Zip	Deal - Borrowers - Mailing Address	Postal Code
Borrowers	Mailing State	Deal - Borrowers - Mailing Address	Province or State

* - Loan Code is only mapped to Mortgage Name if you use the toggle in the Mortgage View

Deal Stages

By default, the mortgage stage in the CRM updates according to the data in Velocity. The default stage mapping and how to change it is shown below.

You can update the data on a deal without updating the stage only when using the button in the Mortgage Detail View, and keeping the Update Mortgage Stage toggle disabled.

Default Stage Mapping

The default stage mapping for the Velocity integration is as follows:

Velocity Status	BluMortgage Stage
New	Collecting Documentation
Submitted	Underwriting In Progress
Accepted	Conditionally Approved
Approved	Conditionally Approved
Waiting To Close	Broker Complete
Complete	Mortgage Closed
Funded	Mortgage Closed
Cancelled	Mortgage Lost
Declined	Mortgage Lost

How to Update Deal Stage Mapping

If you want to update this stage mapping based on your process, or if you have introduced custom stages in BluMortgage, you can do so by following these instructions:

1. Log In: Access your Blue Mortgage CRM account.

2. Access Settings: Click the gear (⚙️) icon for settings.

3. Navigate to Installed Extensions: In settings, go to "Marketplace" then "All" then "Installed"

4. Find Velocity Integration: Locate the "Velocity Integration" extension.

5. Open Stage Mapping: Scroll down to the "Extension Settings" section and click "Edit"

6. Edit Mapping: Modify mapping to align Velocity statuses with CRM stages.

7. Save Changes: Save your customized mappings by clicking on "Save"

N

Note: If you leave a stage mapping blank, then the integration will simply not work for this stage.
A common scenario is when people only want deals to sync when they are Closed or Lost.

If you have any questions about this feature, reach out to support@bluroot.ca

Create a deal in Velocity from BluMortgage

1. Select the Borrower.
   
1. In the borrower's module, select the borrower that would like to purchase a mortgage.
   
2. Mandatory Fields.
   
1. Once on the borrower's page, confirm that the Mandatory Fields are complete.
   
3. Click on the "Create Deal in Velocity" button.
   
4. Select the mortgage purpose.
   
1. In this mortgage purpose section, you will need to select the type of mortgage the borrower is interested in.
   
1. Purchase - when the borrower is purchasing a new mortgage.
   
2. Refinance - when the borrower has an existing mortgage that would like to refinance.
   
3. Renewal - when the borrower wants to renew a mortgage.
   
5. Click Submit.
   
1. After clicking submit, the system will give you the loan code for this new Velocity deal and it will be created in Velocity.

Mandatory Fields

1. First Name
   
2. Last Name
   
3. Email
   
4. Phone or Mobile Number