Browse categories
Explore
Fiverr Pro
English
$
USD
I will jungo velocify bntouch surefire total expert insellarate aidium floify zeitro
No 1 Expert in Insurance CRM, Mortgage CRM, FItness And Gym, Health CRM Setup
Vertical CRM specialist: Insurance, Mortgage, Fitness, Gym, and Health industries.
Hello 👋I configure AgencyBloc, Applied Epic, Encompass, Jungo, GoHighLevel, MindBody & Zoho into industry-specific...
About this Gig
Your CRM should work for you, not against you. If your Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium, Floify, Zeitro, Bonzo, Creatio, Relcu or Usherpa CRM is misconfigured, you're losing leads & revenue. That ends here.
I specialise in full CRM setup, integration, migration & automation for mortgage pros, loan officers & sales teams who need it built right.
WHAT YOU GET:
- Jungo & Velocify setup - leads & pipelines organized
- BNTouch & Surefire automated - drips & follow-ups
- Total Expert & Insellerate - marketing & borrower engagement
- Aidium, Floify & Zeitro - POS workflows & document automation
- Bonzo, Creatio & Relcu - AI-powered CRM & pipeline management
- Usherpa - relationship marketing & referral tracking
- Encompass LOS integration linking your loan system to your CRM
- Dashboards, user management & live training
Tested & documented - built to drive closings & revenue growth.
MESSAGE FIRST - free consultation included. Basic, Standard & Premium packages available.
Mortgage/Sales CRM specialist: Jungo | Velocify | BNTouch | Surefire | Total Expert | Insellerate | Aidium | Floify | Zeitro | Bonzo | Creatio | Relcu | Usherpa | LOS Integration.
Software:
Salesforce
FAQ
Which mortgage CRM platforms do you set up?
I handle full setup, integration & automation for Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium, Floify, Zeitro, Bonzo, Creatio & Relcu, plus relationship-marketing setup for Usherpa.
I'm not sure which CRM fits my team - Jungo, BNTouch, Total Expert or something else?
Message me first for a free consultation. I'll review your team size, lead volume & lending channel and recommend Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium, Bonzo, Creatio, Relcu or Usherpa accordingly.
Can you migrate my data from one CRM into Jungo, BNTouch or Surefire?
Yes, I migrate contacts, pipelines, loan history & referral data from spreadsheets or your current system into Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium, Bonzo, Creatio or Relcu without losing active deals.
Do you connect Encompass LOS to my CRM?
Yes, Encompass LOS integration is included so your loan origination system stays synced with Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium or whichever CRM you run.
Do you set up drip campaigns and lead routing on Velocify or Surefire?
Yes, automation workflows including drip sequences, lead routing & follow-up nurture are built into Velocify, Surefire, BNTouch, Bonzo, Total Expert & Insellerate setups.
Are Total Expert and Insellerate good fits for marketing automation?
Yes, Total Expert and Insellerate both specialize in borrower engagement and marketing automation; I configure either to run your nurture sequences on autopilot.
What about POS and document automation - Floify, Zeitro or Aidium?
Floify, Zeitro and Aidium are strong for POS workflows, condition tracking & document automation. I set up whichever fits your loan process and connect it to your core CRM.
Is Creatio or Relcu a good choice for an enterprise team?
Yes, Creatio and Relcu both scale well for larger, AI-driven CRM needs. I configure permissions, pipelines & reporting to match enterprise-level teams.
Do you set up referral and relationship tracking on Usherpa?
Yes, Usherpa setup includes referral partner tracking, relationship marketing campaigns & borrower touch sequences tailored to your book of business.
What's included in Basic, Standard & Premium packages?
Basic covers core setup on one platform (Jungo, Velocify, BNTouch, Surefire, Total Expert, Insellerate, Aidium, Floify, Zeitro, Bonzo, Creatio, Relcu or Usherpa); Standard adds automation & LOS integration; Premium adds custom dashboards, account/user management & a live training session.
