More Time
We custom build your monday.com business process workflows to drive efficiency and automation in every area of your eCommerce business.
Take control of everything else in your business
Automate and streamline business
processes for every department.
Connect all the tools and systems
you already use with enterprise-level project.
If you’re worried about:
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
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.
Get Work OS built just for you
Automate business processes for every department and create custom workflows perfectly tailored to the way your team wants to work, all in one powerful, flexible no-code platform.
Connect all the tools and systems you already use with enterprise-level project and process management to manage everything else.
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.
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 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.
Choosing monday.com & Polished Geek means
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.
Go from chaos to collaboration in 4 simple steps
We take the time to understand exactly how your eCommerce 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.
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.
Hear from some of our awesome clients
