This service is perfect for mortgage brokers who want a high-performing CRM with advanced customization, without the overwhelm of setting it up themselves.

MORTGAGE CRM SET UP - SCARLETT
MORTGAGE

A fully tailored setup of your Scarlett Mortgage platform—designed to reduce manual work, streamline communication, and give your clients a professional, seamless experience from start to finish.

Tailored Workflow Design — no templates here. We’ll map out your client journey from lead to close, step-by-step

$997

set it up for me!

Automation + Email Integration — automate key touchpoints and keep communication flowing without manual follow-ups

Custom Pipelines & Task Management — stay organized with visual dashboards and smart task automation

Twilio-Enabled Text Messaging — send updates, reminders, and follow-ups directly through Scarlett (Twilio account required)

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!

E-sign integration - collect signatures directly in Scarlett Mortgage without needing a separate tool like DocuSign—saving time for you and your clients.

Pre-Built Communication Templates — ready-to-use email and text templates that sound like you and save you time

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.

CAD

Add-ons (Pick & Choose)

$797

LEAD MAGNET
ADD-ON

Includes lead magnet upload, opt-in form, and automated email delivery sequence.

HOME BUYERS GUIDE

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

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 CAMPAIGN
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
CAMPAIGNS ADD-ON

Set up branded keyword automations that trigger messages, deliver resources, or start conversations. Great for lead magnets, waitlists, or event follow-ups.