DON’T HAVE TIME TO LEARN OR IMPLEMENT CRM?
DON’T KNOW HOW TO IMPLEMENT YOUR BUSINESS WORKFLOW IN CRM?
WHITE GLOVE
SERVICE
Our White Glove service was designed to solve both of those issues and unlock the full potential of your CRM.
With ongoing support and tailored content strategies, your customer relationships will remain strong and your sales and marketing efforts stay effective.
LET US TAKE CARE OF THE TECHNICAL SIDE SO YOU CAN CONCENTRATE ON GROWING
White Glove Services
Process AnalysisWe analyze your current processes to pinpoint inefficiencies and areas for improvement, optimizing your CRM strategy for enhanced client engagement and retention.
ConfigurationWe customize your CRM setup to align with your business goals, ensuring it supports your sales processes, client management, and communication flows effectively.
Campaign CreationWe design targeted marketing campaigns within your CRM, aimed at boosting lead generation and nurturing client relationships in the competitive real estate market.
Touchpoint TemplatesWe create personalized touchpoint templates for emails, texts, and other communications, enabling consistent and impactful interactions with clients and prospects.
AutomationWe implement automation strategies in your CRM to save time on repetitive tasks, ensure timely follow ups, and maintain a high level of service, allowing you to focus more on closing deals.
Tasks, Workflows Pipeline CreationWe set up tasks, automated workflowand clear sales pipelines to streame your operations and improve team productivity and follow-up efficiency.
Reporting and AnalysisBy leveraging CRM data, we set up ongoing insightful reporting and analysis, helping you understand performance metrics, make informed decisions, and identify opportunities for growth.
Our “White Glove” Process
1 Your Mortgage Business and Sales Analysis
We’ll take a deep dive into your business operations, marketing efforts, and sales process. This stage is all about uncovering gaps, identifying strengths, and mapping out your customer funnel so we know exactly where improvements can have the biggest impact.
2 Custom Recommendations
Based on the analysis, we’ll deliver clear, actionable recommendations tailored to your team’s workflow and goals. From automation strategies to partner engagement and borrower nurture, you’ll get a prioritized roadmap showing which touchpoints need technology and which benefit from human support.
3 Custom Implementation For Success
Our team will put the plan into action—building, configuring, and streamlining the systems you need. We’ll implement the technology, train your team, and ensure every touchpoint is optimized so your CRM works for you, not the other way around.
Testimonials
So excited to be working with Monica and the White Glove Services Team. Monica was so helpful and asked great questions about my expectations. Her background in mortgages is really helpful. I have been a loan officer for over 28 years, and I needed Monica’s help to set up and manage my CRM. We are off to a great start.
John burgoyne III
First USA Lending Services
It’s Working. I have had 3 responses thus far from your email yesterday. One is Mr. XYZ – loyal bank customer, but he wants me to refi his jumbo loan with an ARM when rates are tolerable “PING” him on that.. He was excited to hear I was on my own and was actually texting me! This is great!
Melinda “Mindy” Martin
Boardwalk Home Loans Corp
Owner Broker
Owner Broker
Monica is a total professional and a gift to my business! It’s like having my own marketing department–she is intuitive and knows what each client seems to need. Monica is truly an asset and I would highly recommend working with her / White Glove Service.
Shannon James
C2 Financial
Broker
Broker
Working with Monica has been so amazing. Her knowledge on best practices and ways to increase my productivity have been awesome. Her communication comes at the best time and is always responsive to my needs.
Randy Watkins
Finance Fortress, LLC
