Check out our best-in-class, customizable technology.
Mortgage-Centric CRM
Better Systems. Better Support. More Business.
- In-process milestone emails
- Marketing automation
- Custom marketing outlets
- Co-marketed single property sites
- Content available in English and 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
- Share and collaborate with other BluPrint loan officers through our secure, internal social network
- Web access to all guidelines, training, job aids, etc through our intranet
SMS/Texting Platform
Automate Helpful 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 loan officers
- Messages available in English and Spanish
Secure Document Upload
Secure, Easy-to-Use System to Upload Documents.
- The borrower has the ability to upload documents from any browser 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
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 website and social profiles
- Helps ensure customer satisfaction and increase revenue
About Us
We’re not your typical home loan provider. We’re all about support, collaboration, and career growth for everyone on our team. What else sets us apart? We offer the flexibility of a boutique lender and the strength, relationships and cutting-edge tech of a major national lender.
Drop By
Corporate HQ:
607 N Vulcan Ave, Unit 6
Encinitas, CA 92024
USA