Maximize Leads & Close More Loans

with a mortgage broker CRM that's customized to you.

Our monday.com experts help loan officers to increase staff productivity, optimize loan pipelines, manage clients and grow their referral network, all in one convenient place.

Image alt

Our loan officers save an average of

2 hrs
A day tracking loan progress
$6,800
A year on missed leads
3.5 hrs
A day manually completing tasks

If you’re worried about:

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

Let us do the heavy lifting for you.

Our monday․com expert consultants design your ideal online workspace. We bring each department and team into the same platform across your entire organization while adapting it to their exact needs. This means no more time wasted figuring out how to fit everyone into the same rigid project management tool. No more struggling with communication gaps. No more finding out that an urgent deadline fell to the wayside due to unorganized files and overflowing workloads.

Monday․com frees up precious time for everyone in your mortgage firm by automating time-consuming manual tasks, streamlining business processes, and keeping your team in the know at all times. monday.com can also connect with your existing tools to bring everything to one centralized location.

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 launching a marketing campaign 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 collaboration a breeze. Create and assign tasks with due dates and priority levels included, and easily check in on your team’s progress with a click.

Powerful Analytics

See the data you need, when you need it with powerful reporting and analytics that update live as your team works. Identify bottlenecks in an instant and apply multiple filters to analyze efficiencies and optimize high-value activities.

Customized Dashboards

Our monday․com experts help you build useful dashboards for your brokerage, allowing you to quickly visualize KPIs, project progress, outstanding tasks and more from a single platform.

Seamless 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.

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.

Choosing monday.com & Polished Geek means

More Time

We custom build your monday.com business process workflows to drive efficiency and automation in every area of your eCommerce business.

Less Stress

Better visibility into your Shopify business helps you manage cash flow, forecast product demand, and track your order fulfillment with ease and automation.

More Success

Your customers keep coming back for more, as they enjoy better customer support, accurate shipping updates and receive products on time.

Hear from some of our awesome clients

Go from chaos to collaboration 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.

STEP 01

Book a consultation with one of our amazing monday.com specialists.

STEP 02

We interview you and your team to identify key issues and gain a deep insight into how you work.

STEP 03

Together we'll craft an online workspace that boosts efficiency from all angles and train your team as we go.