I will setup mortgage CRM surefire bn touch pipedrive jungo total expert shape aidium

France

I speak English, French, German

Your Go To CRM Specialist

Hi, I'm Kimichi, a professional CRM specialist focused on helping businesses streamline operations, automate workflows, and improve customer relationships. I specialize in HubSpot CRM, Salesforce, Zoh...

About this Gig

Streamline your mortgage business with a professionally configured CRM designed to manage leads, borrowers, and loan pipelines efficiently. I will set up **Surefire, BNTouch, Pipedrive, Jungo, Total Expert, Shape, or Aidium to improve lead management, automate follow-ups, and keep your mortgage operations organized.

My services include CRM setup, borrower management, lead pipelines, workflow automation, email and SMS integration, task management, appointment scheduling, custom fields, dashboards, reporting, reminders, and third-party integrations tailored to your mortgage business.

Whether you're a mortgage broker, loan officer, lender, or mortgage company, I'll build a scalable CRM that saves time, strengthens borrower relationships, improves follow-up, and helps your team convert more opportunities into closed loans.

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