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I will do lending crm jungo floify shape aidium surfire total expert velocify bntouch
Mortgage CRM Consultant
Hello, I'm Anthony, I help mortgage brokers, loan officers, mortgage lenders and mortgage agencies streamline their operations by building high-converting CRM systems, automations, and client manageme...
About this Gig
Jungo CRM, Floify, Shape CRM, Aidium, Surefire CRM, Total Expert, Velocify, BNTouch.
Are you a mortgage broker, loan officer, lender or lending company looking to streamline your sales process, automate follow-ups and close more loans? You've come to the right place.
I specialize in setting up, optimizing, and automating leading mortgage and lending CRM platforms to help you manage leads, nurture borrowers, and improve team productivity.
CRMs: Jungo CRM, Floify, Shape CRM, Aidium, Surefire CRM, Total Expert, Velocify, BNTouch.
My Services Include:
- Complete CRM Setup & Configuration
- Pipeline Creation & Optimization
- Lead Management Systems
- Automated Email & SMS Follow-Ups
- Task & Workflow Automation
- Lead Routing & Assignment
- Contact Import & Database Organization
- Landing Page & Form Integration
- Calendar & Appointment Setup
- Third-Party Integrations
- Borrower Journey Automation
- Marketing Campaign Setup
- Reporting & Dashboard Configuration
- Team User Setup & Permissions
Whether you're starting from scratch or need to optimize an existing CRM, I'll create a streamlined system that helps you convert more leads into funded loans.
Software:
Monday
Industry:
Real estate
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Wellness
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Insurance
FAQ
Which CRM platform do you specialize in?
I work with Jungo, Floify, Shape CRM, Aidium, Surefire, Total Expert, Velocify, and BNTouch, along with related lending and mortgage technology platforms.
Can you automate lead nurturing and follow-ups?
Yes. I can build automated email sequences, SMS campaigns, task reminders, lead routing workflows, and borrower nurturing systems.
Can you migrate data from another CRM?
Absolutely. I can assist with importing contacts, organizing databases, and migrating data where platform access permits.
Do you integrate third-party tools?
Yes. I can integrate calendars, forms, email marketing platforms, lead sources, websites, and other business tools.
Can you build custom pipelines?
Yes. I can create lending pipelines tailored to your loan process, team structure, and business goals.
