Empower Your Business with an Easy-to-Use Solution for crm process cycle for Mortgage

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hey what's up Logan Tyler here I know you're a really busy guy you know starting that mortgage company up um I thought this would be an amazing resource for you so what I did was I I made not only the real estate demo and the mortgage demo so you can watch it on your own time but I also have a bunch of other resources that can really help you get super value proposition to these real estate agents go ahead and take a look the rest of this video is actually going to be the mortgage demonstration and in the link below in the email I'm also going to send you a bunch of other videos as well make sure you take a look at it because this is absolutely amazing and you're gonna get so many real estate agent Relationships by using this software and platform so first off let me start by saying that this is software called go high level that you can actually white label as your own see there that's my logo so you can white label this software and give it away to as many unlimited real estate agents as possible so let's start by the opportunity section of the CRM I've created this is the mortgage CRM that I've created and you can see here that I've created a sales pipeline so this this is um any leads you're working with nurture New Leads referrals appointment set no show and interested and pre-approved and offer submitted next we're going to go into the next stage and this is going to be the in process stage so this is a stage similar to what UWM does you can create videos for uh in process submitted to underwriting conditional approved final approved clear to close funded and all of it's going to be automated automating your clients every step of the way for the business and my third this is the favorite that I have we all know us mortgage folks we gotta Prospect with all the real estate agents we can so first we have prospecting one stage prospecting two once your appointment cold realtor warm realtor and hot realtor each whether it's cold realtorities can people on workflow automation to where you're sending email marketing warm one you can send them more warm videos such as like weekly new letters newsletters or updates on the market and all of that can be sent from here with all of them selected and the hot Realtors these are the ones you know they're going to send you this you can just keep up with useful information useful tools and set it on automation I have automation for all of these things but it can be absolutely customized to your liking did I mention I built a website as well so you can get a free website this is what it looks like you can scroll down right to your liking it has a ton of different pages ton of different forms that will automatically go to your CNN and notify you the moment that they sign up for any of the forms we have a home purchase refinance loan programs loan process contact us that all look really cool all you gotta do is slap your logo on make a compliance add the you know compliant stuff here at the bottom and it is good to go and it takes a matter of minutes to connect the domain to your website next let's talk funnels I've had a pre-built funnel for you if you want to run a Facebook Instagram advertisements it comes with the CRM it's here ready to go see they put their zip code boom and they plug any other information in and they hit submit it'll go straight to your CRM it'll notify all the users in the account that this lead has been submitted and they're requesting information so you can contact them very cool stuff next you can actually integrate your Facebook Instagram Google my business LinkedIn Twitter and Tick Tock all in one place so you can schedule a post for the future this is something not only you can do for your CRM but if you give this out to real estate agents you can get that for them as well and this is huge other platforms are charging eighty dollars to a hundred and fifty dollars a month just for this type of software next we're going to automations you can automate just about anything I'll show you one of the automations I have set for you right now so age leads for instance right there's a whole email SMS and all this stuff involved that you can change or cater to your own this is an SMS to a client and another cool thing and I'm going to show you here in a second so you can actually send SMS email call and voicemail drops you can send voicemail drops as well and guess where they all go they all go to the conversations tab so in this tab it's a all-in-one inbox through Instagram DMS text messages emails Google my reviews Google my business reviews whatever the case is it's all going to go here there's nothing in here right now because this is just a demonstration account this is the type of CRM software that I would give you for your business next reviews you can also automate it to where the reviews from Google my business Facebook Zillow whatever the case is gets automatically sent to them so then they can fill out that review and then it goes to that platform how cool is that you can create as many calendars as you want and you can have them all sync up with the same calendar so for instance uh you know free consultation realtor coffee meeting whatever the case is you can do that all from here I've already added the built-in auto dialer for you as you can see here it's a workflow I added so you can actually now have an auto dialer built within your CRM so you don't have to purchase one on the side hey Logan I hope you enjoyed that demonstration the demonstration video the technology the platform it's all phenomenal and you can do a lot with it especially as a mortgage broker trying to establish real estate relationships but there's actually more to it as well so if you sign up I actually have a full course built out that will you know not only show you how to do it but set up your own tech software company so with this platform you can cater to any businesses and you can also sell it for monthly subscriptions as well um it's actually a very cool not only side Hustle but really cool Hustle the cool thing about that is if you sell this to any businesses you get a hundred percent of the profit on top of just that's right you get a hundred percent of the profit so all you pay is that small monthly fee for go high level and I'll show you and share all my resources with you I'll give you the free mortgage CRM free real estate CRM and I'll show you how to do all of it I think this would be very cool if you just own your own instead of just going a sub account underneath so Reach Out