Mortgage CRM Automation Enhancement

In 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.

Strategic Recruitment Campaign for Canada-Wide Expansion

Collab Culture aims to expand its network by recruiting new Chapters across Canada. The objective is to attract entrepreneurial leaders who resonate with the company's values and are eager to establish and grow local networking chapters. These chapters will focus on fostering small business collaboration, enhancing community engagement, and driving local economic growth. The project involves developing a strategic marketing campaign that effectively communicates the benefits and opportunities of becoming a Chapter President. Learners will apply their marketing knowledge to identify target demographics, craft compelling messaging, and select appropriate channels for outreach. The ultimate goal is to create a sustainable recruitment strategy that can be replicated in different regions.

Collab Culture Chapter Management App Development

Collab Culture is a networking organization that supports entrepreneurs through structured referral groups across Canada. As we scale, we need a simple, user-friendly app to help local chapter leaders track engagement and automate key administrative functions. This project will focus on developing an app (web or mobile) that allows members to: Log attendance at weekly meetings Track referrals given and received Manage visitor attendance and follow-up View engagement stats by member Export data for reporting The app should be clean, intuitive, and scalable to enable future updates and automation.

Co-Branded Marketing Portal Development

KELLY HAICK DIGITAL TECH INC. seeks to enhance its collaborative efforts with realtors and industry partners by developing a co-branded marketing portal. The primary objective is to design a digital hub that provides easy access to marketing materials for social media, training resources, and personalized content to promote mortgage solutions. This portal aims to strengthen referral relationships and support business growth by offering a user-friendly and scalable platform. The project will involve creating a seamless interface that allows users to efficiently navigate and utilize the available resources. By integrating these features, the portal will serve as a comprehensive tool for partners to enhance their marketing strategies and foster stronger business connections.