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 TECH THAT HELPS MAKE YOUR JOB EASIER

MORTGAGE-CENTRIC CRM

Better Systems, Better Support, More Business.

- In-Process Milestone Emails
- Marketing Automation
- Custom Marketing Outlets
- Co-Marketed Single Property Sites
- Available in English & Spanish

CLOUD-BASED SERVICES

Stay Connected. Anywhere, Any Device.

- Industry-leading LO Software (Encompass) fully-integrated with Mobile Application and CRM
- Mobile Application equipped with Secure Document Upload (see below)
- Share and collaborate with other BluPrint LO's through our secure, internal social network, Yammer
- Web access to all guidelines, training, job aids, etc. through our intranet, InSite

SMS/TEXTING PLATFORM

Synonymous with CRM Loan Milestone Updates.

- Referral partners & borrowers will automatically receive customizable updates throughout the entire loan process
- Updates can be sent to borrowers, agents, agent coordinators, and LO's
- Available in English & Spanish

SECURE DOCUMENT UPLOAD

NFM Provides a Secure, Easy-to-Use System to Upload Documents.

- The borrower has the ability to upload documents from any borrower or device, including mobile!
- Fully-integrated with Encompass
- Requires only a borrower's loan number

REALTOR & BUILDER PIPELINES

Keep Realtor & Builder Partners Up-to-Date with 24/7 Access.

- Request and receive customized pre-approval letters on demand
- Real-time access to full contact information and loan details
- Payment calculator pre-filled with client's actual loan terms to aid in upselling features

5-STAR REVIEW AUTOMATION

Helping Build Your Online Reputation and SEO.

- Automated surveys sent out to borrowers on your behalf at the time of closing
- All 5-star reviews are automatically posted to Loan Officer websites and social profiles 
- Helps ensure customer satisfaction and increase revenue