Our consultants design your ideal online workspace, allowing you to see exactly what’s happening with each client all at once. This means no more time wasted figuring out what stage each loan is at with your team, or clients falling by the wayside due to unorganized files and overflowing workloads.
Our software frees up precious time for you to land new clients by automating time-consuming tasks, streamlining loan processing, and keeping your team in the know at all times. Monday.com can also connect with your existing tools to bring everything into one centralized location.
Too busy to figure out the latest CRM software?
Does this sound familiar?
Fresh leads are falling through the cracks
Referral relationships need more attention
Jumping between different work programs is messy
Tracking loan processes is too time-consuming
You’re too overloaded to land new clients
Important deadlines get missed due to human error
You’re losing business over inconsistent communication
We design a perfect-fit workflow based on your unique goals and challenges
We reshape your workspace & take the guesswork out of monday.com
Monday.com offers everything you need to successfully process loans, prioritize tasks, deal with clients, and manage your team all from one easy to use interface.
Our monday.com expert consultants configure the monday.com platform to suit your brokerage’s unique needs, making it easier to keep your team on track, identify problems before they happen and close loans faster.
Flexible Workflow Automation
We set up automatic notifications, emails, and text messages that are triggered by specific actions like closing a loan or registering a new customer.
Loan Processing Made Simple
Automate your loan pipelines with advanced automation and integration. Access important client, referral, and lender details in one straightforward visual interface.
Effective Referral Management
Our system lets you see who your high-value referrals are and automates calls, emails and texts to notify them of important updates, so you can stay relevant to your network at all times.
Event Reminders & Updates
Automatic notifications and alerts are sent to your staff, clients, and referral partners so that nothing slips through the net and your team knows exactly what to focus on.
Effortless Team Management
Monday.com makes team collaboration a breeze. Create and assign tasks with due dates and priority levels included, and easily check in on your team’s progress in a click.
See the data you need, when you need it with powerful reporting dashboards. Apply multiple filters to quickly analyze your pipeline and identify high-value clients and partners.
Our experts generate a custom interface for your brokerage, allowing you to see loan processes, tasks, cash flow, and more from a single platform.
Powerful Software Integrations
Monday.com can connect with an array of existing email marketing, lead generation, and mortgage industry software to make your workday easier. It even connects to your website’s contact forms to bring in new leads in a snap.
Is your workday filled with email messages, contact form submissions, texts, Slack messages, all clamoring for your attention? Monday․com can connect to your website forms, email and more to bring everything into one place so nothing ever slips.
CRM & LOS
Whether you use Salesforce or a mortgage industry specialized CRM, monday․com can integrate with your existing CRM and LOS systems to share information across your team, follow the full life cycle of each lead and streamline your day.
Build a custom loan officer dashboard by connecting monday․com with your mortgage POS. Get comprehensive views of your entire pipeline and fill communication gaps by combining the power of monday․com with your preferred POS.
Keep in touch with prospects, clients, your referral network and much more by integrating monday․com with mortgage specialized communication platforms like Pre-Approve Me, Homebot, Twilio SMS and many other apps.
Why do clients choose to partner with us?
We custom build your monday.com solution to fit your unique goals, and train your staff on how to use it, freeing up countless hours to grow your portfolio.
Tackling new software on your own can leave you feeling under huge pressure in an already-packed week. We take this stress away by guiding you every step of the way.
Get ready to secure more clients, close more loans, and ultimately boost your profits with a customized workflow for your brokerage that leaves no stone unturned.
Get started in 4 simple steps
We take the time to understand exactly how your business functions and design a monday.com solution that speeds up your workflow, automates repetitive tasks, and cuts costs. Follow these simple steps and get ready for a more productive way of working across your entire portfolio.
Book a consultation with one of our amazing monday.com specialists.
We interview you and your team to identify key issues and gain a deep insight into how you work.
We craft an online workspace that boosts efficiency from all angles and train your team on how to use it.
You can now enjoy more free time, happier staff, and larger profits for your brokerage firm.