MORTGAGE CRM SET UP - FILOGIX PRO
MORTGAGE CRM SET UP
FILOGIX PRO
This service is perfect for mortgage brokers who want to streamline their client management, without getting lost in the backend.
We'll fully set up and customize Expert
Pro to match your business needs,
includes branding, preferences and
workflows that align with how you work.
Streamline your client acquisition process with automation workflows that capture organize and track leads seamlessly - so no opportunities slip through the cracks.
$997
set it up for me!
Set up automated, personalized follow-ups that keep your clients engaged at every stage of their journey without requiring manual intervention.
Build tailored Boards to manage clients from lead to closing with clear visibility into where each client stands in the process
Ready-to-use professional templates for emails, text messages, and updates that ensure consistent and polished communication with your clients.
Loom videos so you can confidently use and manage your new system after setup is complete
2 weeks of support to make sure everything runs smoothly, questions are answered, and you feel fully confident in using everything we set up!
ESSENTIALS PLAN
For the business owner who want steady, reliable support with light monthly updates and check-ins.
monthly plan
PRO PLAN
For the business owner who wants hands-on, high-level support and strategy to stay consistent and scale intentionally.
monthly plan
- Up to 2 Monthly Updates - edits to templates, workflows, or small tweaks
- Monthly Systems Review - we'll check performance and flag anything that needs attention
- Email Support Only - for questions, minor updates, and support requests
- Unlimited Updates — templates, workflows, automations, campaigns
- Monthly Systems Review — with performance insights and optimization recommendations
- Email Content Support — I’ll take your blog, post, or voice memo and turn it into a ready-to-send monthly email
- Monthly Strategy Call — a 30-minute call to review, refine, and map out next steps together
Email Marketing Setup
Set up a beautiful, strategic system with Flodesk to nurture leads and clients automatically.
This includes your core setup, opt-in form, welcome sequence, branded templates, and automation tailored to your business.
$797
Add-ons
(Pick & Choose)
Add-ons (Pick & Choose)
DRIP CAMPAIGN
ADD-ON
A sequence of automated emails that nurture clients after they've been pre-approved—keeping them engaged, informed, and ready to move forward.
PRE-APPROVAL
EMAIL TEMPLATE SETUP ADD-ON
Includes setup of a reusable, branded Flodesk email template—perfect for sending monthly updates, rate insights, or helpful tips.
monthly market update email
Includes lead magnet upload, opt-in form, and automated email delivery sequence.
LEAD MAGNET
ADD-ON
HOME BUYERS GUIDE
LINK-BI0-FORM
ADD-ON
A clean, mobile-friendly page that links to your lead magnet, pre-approval form, booking link, and more—so clients always know where to click.
instagram or email signature
Text Marketing Setup
Complete setup of your text marketing platform, including account configuration, system settings, branded message templates, and delivery preferences—ready to start sending with confidence.
$797
CAD
QR CODE
ADD-ON
I’ll create a custom QR code that instantly triggers an automated text, saves your contact info, or delivers a freebie—perfect for in-person events, pop-ups, or networking.
DITCH THE BUSINESS CARDS
KEYWORD +
TEXT CAMPAIGN ADD-ON
Set up branded keyword automations that trigger messages, deliver resources, or start conversations. Great for lead magnets, waitlists, or event follow-ups.
