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Your CRM · step 2 of 2

Your CRM — starting from mortgage & lending

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Your core record is the loan file. Which stages should it move through? This becomes your pipeline, exactly as you name it.

Question 2 of 4

Realtors, builders, and financial planners who send you borrowers — should they be first-class records, with every loan linked back to who referred it?

Question 3 of 4

A funded loan isn't the end — rate-drop alerts, annual reviews, birthdays. Should funded files roll into a stay-in-touch program automatically?

Question 4 of 4

Last one — what does your team call the thing you're closing? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Purchase, refi, HELOC — separate boards per type, or one board with type as a filter?

Optional · question 6

Every loan needs the same paper chase — paystubs, W-2s, statements. Should each file carry a needed-docs checklist that shows what's still missing?

Optional · question 7

Just you, or you plus a processor/assistant? This decides handoffs and who sees what.

Optional · question 8

Every borrower communication logged and exportable — audit-ready — or standard logging?

Optional · question 9

Should your CRM have a Meetings tab with calendar sync — or does scheduling stay entirely in your calendar app?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Mortgage & lending№ 20260922·draft
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