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I will do floify shape software jungo surefire hubspot bntouch whiteboard mortgage crm
I Automate Your CRM So You Close More and Work Less
Your leads are slipping through the cracks. Your CRM is a mess. Your team is doing manually what a workflow should handle in seconds.
I fix that.
I build and automate CRM systems on GoHighLevel, Zoh...
About this Gig
Your mortgage CRM is supposed to close more loans. Instead it is losing borrowers between stages, firing automations at the wrong time, and leaving your referral partners chasing you for updates you never sent.
Every week your pipeline sits misconfigured, a qualified borrower goes cold. A referral partner silently moves their next deal to someone with a faster follow-up.
Here is what my service includes:
- Floify portal setup.
- Shape CRM build.
- Jungo configuration.
- Surefire campaigns.
- BNTouch automation.
- Whiteboard milestones.
- HubSpot pipeline.
- Lead routing rules.
- Borrower nurture flows.
- Referral tracking.
- Loan stage triggers.
- Contact cleanup.
- Custom dashboards.
- Third-party integration.
- Video walkthrough.
Platforms I work with:
Floify · Shape Software · Jungo · Surefire · BNTouch · Whiteboard · HubSpot · Zapier · Encompass · Salesforce · Follow Up Boss · Total Expert
I am taking limited new clients this week. Message me today for a free 15-minute audit of your current mortgage CRM before we touch a single setting.
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
HubSpot
My Portfolio
FAQ
How long does it take to set up my mortgage CRM?
Basic audits deliver in 24 hours. Standard mortgage CRM builds go live in 3 days. Premium full-stack builds with automations and integrations are completed in 7 days. Your exact timeline is confirmed before any work begins so there are zero surprises.
Do I need to be technical to use the system after you build it?
Zero technical skill needed. Every delivery includes a recorded Loom walkthrough so you and your team can run your mortgage CRM from day one. If you can click a button, you can manage what I build. It is made for loan officers, not developers.
I use a mortgage CRM that is not listed. Can you still help me?
Very likely yes. Message me with your platform name before ordering. I work across most mortgage and lending CRM tools including Total Expert, Follow Up Boss, and Salesforce. I confirm compatibility first so you never pay for something I cannot deliver.
What happens if automations or workflows break after you deliver?
Every package includes a revision window. The Premium package includes 14 days of post-delivery support. If anything is not functioning exactly as agreed, I return and fix it at no extra cost. Your mortgage pipeline working correctly is the only acceptable result.
Can I add more automations or integrations after the project is done?
Yes, and most clients do. Many loan officers start with one package and add borrower nurture flows, referral partner tracking, or new platform integrations over time. Because I already know your setup, future work is faster and cheaper than starting fresh.
