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.
Do you know deep down that things need to change...but you're just too busy to figure out how to get there?
These problems may sound familiar
Tasks and projects falling through the cracks
Vendor and client relationships need more attention
Jumping between different work programs is messy and tedious
Tracking what each team is doing is too time-consuming
You’re too overloaded with emails and meetings to feel productive
Important deadlines get missed due to human error
You’re losing business momentum due to inconsistent communication
We design perfect-fit business process workflows based on the way your team works.
We reshape your workspace & take the guesswork out of monday․com.
Monday․com offers everything you need to successfully manage everything else in your mortgage business, so you can prioritize projects, manage your marketing and operations, collaborate within and across departments, all in one easy-to-use platform.
Our monday․com expert consultants configure the monday․com Work OS to suit your mortgage or financial services firm's unique needs, making it easier to keep your team on track, identify problems before they happen and get things done 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.
Business Process Automation Made Simple
Automate virtually anything in your business with advanced process management software and access important client, referral, and lender details in one straightforward dashboard.
Effective Partner 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 & Campaign Management
Manage repetitive tasks, annual marketing events and projects big or small, with full transparency so your team always 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.
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.
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 works with an array of existing mortgage industry systems, plus email marketing, lead generation, and hundreds of other tools to make your workday easier. Combined with Zapier or Integromat, you can connect virtually anything to bring information into monday․com and manage everything in one place.
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 organization, follow the full life cycle of each lead and streamline operations.
Build custom loan officer dashboards and enable executive insights by connecting monday․com with your mortgage POS. Get comprehensive views of your entire pipeline and fill functionality 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?
Stop wasting valuable time googling for answers, watching endless videos or trying to find just the right template. We help you custom-build a monday․com system according to your business processes and goals, saving you countless learning curve hours.
Build out your monday․com right the first time so your organization gains confidence and becomes fully productive more quickly.
Learning a new platform and trying to figure out the best way to build your workflows in monday․com can leave you feeling under serious pressure in an already-packed workday.
We take this stress away and bring the joy back to learning by working side by side with you and training your team gradually as we go.
Get ready to see projects completed faster and more profitably, marketing campaigns launch more quickly and your teams collaborate more effectively than ever before.
Boost your mortgage firm's success (and team morale) with a streamlined Work OS that leaves no stone unturned.
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 dynamic, economic, and productive way of working.
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.
Together we'll craft an online workspace that boosts efficiency from all angles and train your team as we go.