SIMPLIFY AND STREAMLINE YOUR BUSINESS WITH
SIMPLIFY AND STREAMLINE YOUR BUSINESS WITH
SO YOU CAN FOCUS ON WHAT MATTERS AND GET YOUR TIME BACK
SO YOU CAN FOCUS ON CLIENTS AND CLOSING DEALS - NOT CHASING TECH.
Running a mortgage business shouldn't mean drowning in paperwork, follow-ups and clunky systems.
You’ve got deals to fund, clients to guide, and documents to chase and still, the backend of your business is begging for attention. Let’s change that.
At The Systems Café, I help mortgage brokers like you simplify the moving parts from lead capture and client onboarding to automated follow-ups and branded communication. We’re not just building better systems, we’re creating a structure that supports the way you work.
This is about giving you back your time, your energy, and your ability to focus on the high-impact work only you can do.
I’m not here to hand you a checklist or show you how to DIY it—I’m here to build it for you. Once. Properly. So it works while you’re with clients, at home with your family, or finally taking a well-earned day off.
Because a thriving mortgage business shouldn't depend on you doing everything manually. With the right systems in place, your business runs smoother, so you can breathe easier.
Leads get followed up with automatically, without you lifting a finger. You stay top of mind while focusing on other things.
Your CRM is actually working—organized and automated. Everything in one place, doing the heavy lifting for you.
Clients feel supported every step of the way. From first contact to post-close, it’s all seamless.
Ready to focus on clients, not chaos?
Your follow-up process runs in the background. You’re not stuck remembering every little detail.
You finally have time to breathe—and actually enjoy your business.
Less admin, more focus (and maybe even a weekend off).
Your systems match the level of service you provide. Professional, polished, and running like clockwork.
Imagine this...
Welcome to Clear, Focused Needle-Moving Action
Whether it’s connecting with clients, building relationships, or closing deals. Your energy should go into what moves the needle, not juggling tools or chasing follow-ups.
I want you to picture this:
You’re spending quality time with your family.
You’re enjoying a weekend getaway.
You’re stepping away from work—without worry.
And your business?
Still running smoothly in the background.
No more businesses held together with duct tape and quick fixes, just calm, confident systems that support your next level of growth.
This is the Freedom You Envisioned
You didn’t become a mortgage broker to be tied to your phone or buried in admin.
You started it for freedom. Flexibility. Fulfillment.
Now it’s time to build the foundation that supports all of that—so you can grow your business without constantly chasing it.
Whether you’re making memories with your family or taking a well-earned break, you’ll know your systems are working quietly in the background.
No more clunky processes or flying by the seat of your pants.
No more holding everything together with last-minute fixes and hope.
This is what sustainable success feels like!
Just clear, confident systems designed to support your next level of growth on your terms.
More Time,
Less Stress
With follow-ups, reminders, and touchpoints happening automatically, you can finally step away from the daily hustle and focus on building relationships (or just take a real day off).
Confidence in Your Process
No more wondering what’s been sent, who’s waiting on what, or what comes next. Your systems will create clarity, consistency, and peace of mind.
From automated texts to beautifully branded emails, everything your clients see will reflect the high level of service you provide clear, cohesive, and on-brand.
From first contact to post-funding check-ins, your clients will feel supported and informed, without you needing to manually manage every step.
Seamless Client Experience
Automated email and text sequences ensure every lead hears from you at the right time, helping you stay top of mind without lifting a finger.
Consistent
Follow-Up
A CRM That Works Behind the Scenes
Say goodbye to scattered spreadsheets and sticky notes. Your CRM will be organized, automated, and tailored to your workflow, so you always know where every lead stands.
Branded
Experience
HERE'S WHAT YOU'LL
WALK AWAY WITH
Systems aren't just tech - they're your path to more freedom, focus and funded deals.
SYSTEMS CAFÉ?
let's get started
BECAUSE DONE-FOR-YOU SHOULD ACTUALLY MEAN DONE RIGHT.
Pull up a chair. Let's make your systems simple, strategic and stress-free!
WHY CHOOSE THE
No templates here. Your setup is tailored to your process, your communication style, and your unique client journey.
PERSONALIZED TO YOUR MORTGAGE BUSINESS
You’re not explaining mortgage terms to a tech person, I get it. I work in the industry and know what you need (and what you don’t).
EXPERIENCE INSIDE THE INDUSTRY
No endless back-and-forth. We’ll map it out, set it up, and get it running fast.
FAST, FOCUSED IMPLEMENTATION
Need tweaks, updates, or someone in your corner long-term? I’ve got packages that keep things running smooth—no ghosting here.
ONGOING SUPPORT OPTIONS
STRATEGIC, NOT JUST SET-UP
We don’t just plug things in—we build smart workflows that support how you actually work, from lead to funding and beyond.
What's Inside The Systems Café?
When you pull up a chair at The Systems Café, you’re not getting another cookie cutter setup.
You’re getting personalized systems that fit your mortgage broker business so you can serve clients better, follow up with ease, and get more time back in your day.
here's what's on the menu
CLICK HERE FOR THE MENU!
WHAT PEOPLE ARE SAYING
I'm Kind of a Neat Freak!
Kickboxer
Lover of Timmie's Medium 1 Cream
I know what it’s like to juggle every part of the mortgage process—managing leads, chasing follow-ups, keeping clients informed, and trying to stay organized on top of it all. It’s a lot. And it’s exhausting.
I built The Systems Café because I’ve been in your shoes! I co-own a mortgage brokerage with my husband, and I know how chaotic the backend can feel.
Because when your systems are working, you get to work less.
- You get to focus on relationships, not reminders.
- You get to show up for your clients—without the chaos.
- You get to take a break and trust that things are still moving.
This isn’t about adding more to your plate.
It’s about taking it off your plate so you can lead your business like a true CEO, serve your clients well, and still have a life outside your inbox.
I’m here to help you do that with systems that are strategic, personalized, and built to grow with you.
Let's make it easier. Let's make it simple. Let's make it yours.
A Note from Michelle
