Streamline Your Mortgage Processes with the Best Deal Flow CRM for Mortgage

How to create outlook signature

hello and welcome to the channel in this tutorial we'll show you how to set up monday.com CRM for your mortgage company we'll show you the exact processing details including jform form setup monday.com CRM setup and customization monday.com integration with jform monday.com automations and more so let's get started we'll be using jot form to create and test our lead capture form let's start creating our form log to your jotform.com account or create one if you don't already have an account once logged in go to all forms this where you'll see all of your forms let's create a new form click on create form then click on start from scatch next click on classic form and if you see the organization settings pop up click on the IGS to close it let's review the basic setup of J form on the top you have the different tabs build settings publish which will get back to let's go back to the build menu on the left you have form elements button there is a plus sign if you click on it you'll see all the form elements that they have including some payment methods widgets and so on they have a lot of selections on the right side there is a form designer button if you click on that you will see the properties of the form element selected by default it's the entire form okay let's go ahead and create our form click on form and change the name to request a code for mortgage let's make sure that both the form elements left menu and properties right menu is open next we want to have the minimal Fields possible to increase the conversion rates okay let's start adding our Fields by clicking on the type of the fields we need first we click on full name from the elements menu to add full name then we click on phone element to add phone number to our form we also want to add an email address field so we click on email element and name it e-mail now let's click on single Choice element to add loan type and for options put purchase refinance next let's click on address element to add property address let's click on number element and add property price next click click on number element and add loan amount then click on number element again and add estimated credit score next click on number element and add monthly gross income finally let's also click on capture element to add recapture and set it to be invisible this will help with preventing spam submissions then let's make some of the fields required open the properties of name field by clicking on the properties button and turn on the required option then once properties window is open clicking on another element should automatically switch properties window and show the properties of the selected element repeat the same process for phone number email Fields as we want these fields to be required as well next let's align some of the fields to make the form nicer let's move the email next to phone number in order to do that we need to shrink the fields open properties of email go to Advan Tab and turn on the shrink option let's repeat the same steps for phone number and finally move the email next to the phone number let's also repeat the same steps and Shrink property price and loan amount to align them I think it looks good let's go ahead and publish the form copy the link and open in a new tab to test but for quicker testing go back to the designer click preview form click Feld form button at the top this will automatically complete the form with test data to make testing easier then simply hit submit also confirm that the form looks good on different device types including phone tablet and desktop you can do that by clicking on the different device Types on the navigation bar finally let's go back to jot form my forms page to view our newly created form and to see our submissions you can do this by turning off preview forms mode then clicking on J form logo to go back to the homepage you'll see the newly created form and submissions count on the homepage click on the submissions link to view current the submissions as you can see we have a few test submissions already let's go back to the form editor click on publish make sure you save the form link you'll need it to direct traffic to this form to collect leads also check out other options such as embed code if you'd like to embed the form onto your own website instead of using the direct link to the form they have other options as well such as iframe WordPress plugin and more let's go back to our submissions and download you'll need that file at a later time now that we are all set with jot form let's go to monday.com and start setting up our CRM then we can connect monday.com with the new form we created in J form you do have to be m.com admin to be able to do this next steps monday.com has different versions We will be using monday.com CRM version this CRM version has more CRM specific features that make it easier to manage our leads when you first log in you should have the default CRM template which has leads deals contacts accounts and more we'll be creating a new CRM process for our mortgage companies let's create the new CRM workflow click on plus sign then see all templates select CRM and click on use template this will create a new set of words and processes to manage our leads and accounts it will put everything under CRM folder but let's rename that folder to more gaug leads let's also rename the leads board to morgage leads and move it to the top as we are going to focus on leads for this tutorial by default leads board only has some of the columns that we need hence we need to add the missing columns to do this let's open the file we downloaded from J form the column names are in the first line of the file but we need to modify the column names before adding to the lead board to make it easier to manage data copy the first line into notepad or a simple Text Editor to make editing easier for this step now let's put each column on a line and shorten it when possible this will take a little bit of time but it's an important step to make it easier to manage our board next we can delay The Columns that we already have in our leads board such as name phone number and so on for address Fields create create the single text field columns on the board jotform address fields map to a single column as part of the jot form integration address columns will contain straight address city state and zip all in a single column once we have a list of all missing columns let's go ahead and add them to the end of the lead board you can select text column type in most cases and sometimes it's easier to just duplicate an existing column once the missing columns have been added you can go back and change the column types when necessary let's change subm mission date to date you can do this by clicking the three dots next to the column name and then select the specific type in change column type menu repeat this process as needed for the other columns unfortunately when you change the column type sometimes it duplicates the column ideally you should select the correct column when creating it okay after all the renames we now have all the columns we need with the correct types next let's check the status column the default statuses are okay but let's add a few more click on one of the statuses then click on Ed labels let's add reviewed follow up appointment scheduled and negotiation statuses let's change qualified to one then change unqualified status to Lost unqualified then let's add a couple of more lost not interested and lost no answer you can change the colors of the statuses to match your needs we usually like to make any status that's in progress some sort of orange and more Greener when getting close to closing the deal and readed when unqualified or when delay is lost or no longer interest we we can also delete any of the statuses that we don't want to unsort them the way we like by dragging dropping we usually want to sort the status in order yellow orange green red you can always come back here and make more changes let's set one more status column to track the progress of our proposals click on the three dots next to the status column then click on ADD column to the right then select status let's rename it to proposal and the default status options are fine for now after we speak with the leads and qualify them they will most likely ask for a proposal this new St St column will help us track our proposal writing progress made next let's add some groups to make it easier to organize our leads we'll add these groups in progress appointment scheduled followup negotiation one and lost we'll also set the different colors for each group we usually like to select orange or yellow color for in progress and more green when we get closer to closing the deal and R when the deal is lost now that our leads word is almost ready let's connect it with jot form this step is called J form integration let's first j form app from the marketplace click on bottom left user logo and then apps Marketplace search for jot firm and select then click on add to your account then scroll down and click on once it finishes let's close and exist now let's connect jotform to our leads board click on bottom left user logo then apps Marketplace then click on DS as we are already in j form app select jotform and click on use app then click on add to board this will bring up a popup where we can select the workspace and leads boards for J form integration you should see CRM workspace selected and for the board let's select mortgage leads board and click on that this will bring up all automations that J form supports let's select the automation when form is submitted create an item this step might ask you to loging into your J form account and authorize the integration next let's set up the integration we need to click on a form link and select the form we created earlier in J form next let's click on item and go through the mapping of each column we need the map J form elements with our columns in the leads Bo please take your time with this step it's important that we map all the fields so the data can flow from our jform into m.com CRM once you're done with all the mappings click on done then click on add to board then close you can always go back to this integration by clicking on integrate button at the top of the board which will bring up all the Integrations then you can can simply click on the three dots and edit any of the Integrations as needed that's all we need to do to set up the integration between jform and monday.com word now we can test our integration and see how it works let's go back to our request a quote for mortgage form in J form and submit a new entry if our integration works properly we should see the new submission in our m.com leads board under New Leads group as you can see after submitting we got the new lead on our lead Port so everything is working as expected now that we got our integration working with j form let's add some automations on our board m.com automations help you automate certain tasks on your board to help you save time let's go through and set up these automations again the goal of this automation is to move the lead to different groups based on status column changes to start click on automate button at the top then click on add new automation click on when this happens link and select status change click on status link and select our status column click on something link and select reviewed next click on then do this link and select move item to group click on group and select in progress group as you can see when your selections are done it almost becomes an English sentence when status changes to reviewed then move item to in progress as you can see monday.com automations are really easy to set up even for non-technical users when you're done making changes click on create automation this will create the Automation and take you back to the automation screen where you'll see the newly created automation you can always edit the automation by clicking on Three Dots and selecting edit now to save time let's duplicate this automation to configure for the other status changes to do this click on the three dots and select duplicate automation then simply make the changes and click on create automation repeat this process until you're done with all the status changes and group selections once you're done you should have automations mapped to each of the statuses next Let's test it out our newly created automations the idea is if we change the status of a lead it should automatically move the lead to the matching group sometimes it does take a second or two for automations to execute just be patient as you can see our automations are working this concludes our tutorial today contact us if you need help with your mandy.com CRM setup or customizations We Are An approved partner for both monday.com and jir to learn more or to get a code for your setup simply scan the QR code or go to shit.com CRM and submit your request our partner links get the latest promotions offered by jform and bandi.com be sure to check out the links in the description below or simply scan the QR codes on your screen if you found this video helpful please give us a like to help with the YouTube algorithm and be sure to subscribe to our channel to be notified when we publish new videos thanks for watching see you next time