CRM Enhancements
Zoho Forms for Mortgage Brokers
Overview This article explains how to use Zoho Forms to create some of the top forms for Mortgage Brokers that integrates into your BluMortage CRM. How to create a New Lead Form? How to create a Pre-Qualification Form? How to create a Client Feedback ...
Workflow Enhancement Suite (WES) for Mortgage Brokers
Overview This article explains how to use the Workflow Enhancement Suite (WES) to update fields or to sum/count fields. Without WES, this solution would require custom deluge code to perform. WES is an add-on feature that can be purchased on Zoho ...
Integrating Zoom
Many businesses rely on Zoom to schedule video calls with their team members and clients. By integrating Zoom with your BluMortgage system, you will have the ability to send out a unique Zoom link when you schedule a meeting. Learn how to set up the ...