Blitz Sales Software™ For Mortgage Brokers

Mortgage Brokers need a CRM software, like a Mortgage CRM Software, to help them with lead distribution rates, manage your loan pipelines, capitalize on client referrals, and focus on client retention. a Mortgage CRM software gives you the ability to view each client from beginning to end, including their loan history. This gives the team the ability to cross-sell your current book to build revenue for your business. Read More…


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6 Reasons Why Mortgage Brokers Need Blitz To Work As Their Mortgage CRM Software


1. Automatic Follow-up with Contacts

•  Blitz mortgage software automatically schedules follow-ups through the mortgage planner CRM in order to keep in front of referrals, leads, clients and past clients.

2. Automatic Notifications to Sales Reps via (email, text, phone)

•  As requests from referrals and leads come into the Blitz mortgage CRM, reps can can be notified immediately by email, phone or text message.

3. Website Requests and Internet Leads

•  Web Forms for your website leads can be set to come directly into the system.  Once they are in the Blitz mortgage planner CRM, they can be automatically assigned to a rep and be part of the automatic follow-up process including emails your preferred programs.

4. Automatic Emails

•  Automatic follow-up emails for leads, referrals, clients and past clients.

6. Custom Email Templates

•  Email templates can be customized to send emails to leads, referrals, clients and past clients.

Because Blitz’s mortgage lead management software can be completely customized, users are able to define their sales process, filter and sort leads based on any criteria they choose, and track any activities necessary to run their business.  Mortgage planner CRM Administrators can easily track the progress of leads throughout the sales process and receive real-time email notifications at different points in the timeline.  Staff members are able to get through more leads faster, easily manage their contacts and schedule, and stay organized

Automate Your Day-To-Day Activities with Blitz Sales Software™

Can Easily Use Systems On The Go Or In The Office!
Start Managing Your Agency More Efficiently Than Ever!

Blitz Sales Software™ Enables You To…


Sales Follow Up Strategy

  • Plan Sales Follow-Up Activities
  • Organize Sales Follow-Up Data
  • Segment Prospects & Customers
  • Sort and Filter Data


Sales Follow Up Plan

  • Get contacts into One System
  • Send Drip Emails
  • Automatically Schedule Reminders
  • Record History Note


Sales Follow Up Execution

  • Track Sales Opportunities
  • Track Sales Pipeline Milestones
  • Generate On/Offline Reports
  • Monitor and Coach People

Ready To Be More Efficient in Your Business?

Blitz Sales Software™ Helps You:

Close More Deals

The difference between top salespeople and the rest of the pack is being efficient and not letting leads fall through the cracks even after the first “no”.

Automate Follow Up

Start spending more time closing more deals while Blitz Sales Software automates the manual day to day operations following up with your contacts.

Increase Productivity

With the Blitz Sales Software Intelligent Automation, your staff no longer gets distracted with day to day activities but rather gets to-do lists daily.

Close Opportunities

Stop missing opportunities to close more deals. Blitz Sales Software uses intelligent workflow to stay in front of customers and leads.
Blitz Sales Software™ Works With Any…


Mobile Phone



What Kind of Training and Support Do You Have?

Free Onboarding

We offer great onboarding and training for Blitz. We want to make sure you can automate manual work using our system the way it can best help you.

Best Practices

With the Free, Training comes free suggestions when setting up the system. We help suggest best practices when setting up our systems.

1-on-1 Attention

Worried about everyone in your office being trained? We have you covered! Each user is trained so they fully understand each system.

Online Tutorials

Receive access to Video Tutorials, Invitations to “Best Practices” webinars, and our Online Help Desk to help address any questions.
Quick Statistics of Blitz Sales Software™


Increase in The Number Of Mortgages Written


Increase in Production Using Blitz Sales Software


Increase In Efficiency Using Our Intelligent Automation

What Are Professionals Saying About Blitz Sales Software™?

“I love the fact that it will send us reminders to make phone calls for leads and it sends follow up emails out for us. This is critical instead of relying on the human brain to remind us on every lead.”

Joey Lee

Agency Owner, Joey Lee Agency

"Blitz allows us to maximize our time and customize our processes to make us more efficient. While this isn't necessarily easy to set up and achieve, once you get the hang of it and with get the help of one of their customer service reps., you'll be selling more business in no time. Alex (our account manager) is exceptional and top notch!"

Andrew Neveils

Office Manager, The Chapman Agency

“For all sales professionals who want to have a systematized workflow that will both aid you in closing and "keeping score" there is none better than Blitz! ”

Michael Carroll

Partner, Carroll Insurance Group

Frequently Asked Questions

What do I have to Download and are Upgrades Included?

Blitz Sales Software is 100% web-based, all you need is your browser and your internet connection. This allows you to have access to your data on the go if need be. Upgrades and updates for Blitz Sales Software are always included with a current subscription. There will be no additional fee for these updates.

How Does Blitz Intelligent Workflow Work?

Our intelligent workflows scan every lead in the system and perform acts based on different triggers. This automates your follow up so you don’t have to spend time doing each action.

How does Blitz Generate Referrals?

Blitz has a feature called a Web form that can be given to any referral partner or can be sent to customers asking for referrals. This is basically a “Contact Us” form that adds the lead directly to your database.

My data is in another application. How can I get existing data into Blitz?

Blitz provides a migration service that will update your leads in Blitz that you export from another system. This allows you to switch systems without starting over from scratch. All we need is to update the Status, Milestone, Source, and Assigned user of your previous system to get started. Interested in learning more, Click Here.

How does Blitz use Automation to Improve Follow up?

Blitz’s workflow feature allows you to use automation to target segmented leads and schedule follow-up appointments and even contact them via email.

Can I access my contacts on the go?

Of course! Blitz Mobile allows you to access all the contacts as well as continue the day to day work while you are on the go meeting new clients and booking more deals. Read More…

Ready To Be More Efficient in Your Business?