The Canadian broker CRM that adds a dialer, compliance and commissions
BluMortgage is a Canadian-built CRM with a real broker following, and its HubSpot foundation gives it genuinely strong marketing tooling. Mortgage360 covers the same broker workflow and adds the operational layer — power dialling, FINTRAC records and commission calculation — without a platform licence underneath.
Fact-checked comparison. We update this page when the competitor ships material changes — last reviewed August 2026.
BluMortgage, in their words and ours
BluMortgage is a Canadian mortgage broker CRM platform based in Canada, primarily serving Canadian mortgage brokers + brokerages. Here's a fair read of what they do well and where the trade-offs are — so you can decide if Mortgage360 is a fit.
What BluMortgage does well
- Purpose-built for Canadian brokers — speaks Filogix, MBLAA, and broker-channel realities
- Solid deal management workflow with conditions and document tracking
- Familiar to brokers who've used legacy Canadian CRMs
- Active product team with frequent updates
Factual trade-offs
- No AI agents — Harvey-style automations require third-party tools
- Queue-based power dialling typically requires a separate tool
- Brokerage commission calculation generally needs another system
- Reporting tends to be broker-centric without capital-markets analytics
Where Mortgage360 goes further
Capability comparison
Honest read. Cells reflect publicly available information about each platform's current capabilities. Send corrections to hello@mortgage360.ai.
Common questions
Is Mortgage360 a BluMortgage alternative?+
Yes — Mortgage360 covers the same Canadian broker CRM workflow plus AI-drafted follow-up, a built-in power dialer, FINTRAC compliance records and commission calculation. Brokerages switch when the work between deals is what is costing them.
Can I migrate from BluMortgage to Mortgage360?+
Yes. We import contacts, leads, deals, and document records via API or CSV. Migration typically takes 2-4 weeks with a dry-run verification step before commit. Existing Filogix sync state continues uninterrupted.
Does Mortgage360 work for solo brokers or only big teams?+
Both. Mortgage360's Broker plan is purpose-built for solo brokers and small teams. The Brokerage + Enterprise plans add team management, SLA enforcement, and multi-tenant network features.
Will my team need to relearn everything?+
The mental model maps cleanly — leads, deals, conditions, submissions. We provide an onboarding playbook + an implementation manager. Most brokers are productive in their first week.
See Mortgage360 next to BluMortgage
A 20-minute demo with your real-world data. No prep needed. No follow-up unless you want one.