Project scope
Categories
Digital marketing Lead generation Information technology Artificial intelligence DatabasesSkills
airtable communication lead generation client onboarding management customer relationship management automation artificial intelligenceIn the competitive mortgage industry, efficient lead generation and client management are crucial for success. This project focuses on optimizing and automating the lead generation, client intake, and nurturing processes for Kelly Haick's mortgage business using a specialized mortgage version of GoHighLevel. The goal is to streamline client onboarding, enhance follow-up efficiency, and improve conversion rates through advanced CRM automation, AI-driven communication, and real-time status updates. By integrating tools like Make.com, Airtable, and Lender Data Repositories, the project aims to ensure seamless information flow, automate document requests, and create personalized client touchpoints. This will reduce manual tasks and maximize productivity, allowing the business to focus on delivering exceptional service.
The project will deliver a fully optimized CRM system tailored for the mortgage industry, incorporating AI-driven communication and real-time status updates. Key deliverables include the integration of Make.com, Airtable, and Lender Data Repositories to automate document requests and enhance information flow. Additionally, the project will provide a set of personalized client touchpoints designed to improve conversion rates and streamline client onboarding.
Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.
Sharing knowledge in specific technical skills, techniques, methodologies required for the project.
Direct involvement in project tasks, offering guidance, and demonstrating techniques.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the company
Kelly Haick Mortgages specializes in providing tailored mortgage solutions for first-time homebuyers, self-employed individuals, and those navigating complex financial situations like divorce or business ownership. Located in St. Catharines, Ontario, we leverage cutting-edge automation and CRM tools to streamline client onboarding, document collection, and real-time status updates. Our mission is to simplify the mortgage process, maximize client savings, and provide unmatched support through every step of the home financing journey.