Mortgage Brokers

Blitz Sales Software™ is used by Mortgage Brokers to Automate Sales Follow When Working On…



Sales Follow-Up


Sales Follow-Up


Sales Follow-Up


Sales Follow-Up

Mortgage Brokers use Blitz Sales Software™ To…


Sales Follow-Up 


  • Plan Follow-Up Activities
  • Organize Contacts
  • Segment Contacts
  • Sort and Filter Contacts
  • Search for Contacts


Sales Follow-Up


  • Contacts in One System 
  • Auto Internet Leads
  • Send Drip Emails
  • Automatic Reminders
  • Record History Note


Sales Follow-Up


  • Track Opportunities
  • Track Milestones
  • Generate Reports
  • Monitor/Coach People
  • Analyze Results

Mortgage Companies

Allstate Insurance

American Family

American Financial





Cincinati Financial

Colonial Life

Country Financial

Erie Insurance

Farm Bureau


Liberty Mutual

Met Life


New York Life

Reserved National



US Health Advisors

We Insure Florida




How does the Blitz Mortgage Software help Mortgage Brokers grow their business?

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.

Please review our lead manager, referral manager, client manager and past client manager to see the many things that you can utilize within the mortgage software system. 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