MORTGAGE AGENT BUNDLE
Tired of managing endless apps and logins? Say no more...
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Imagine handling every aspect of your mortgage business from one seamless platform! With our Mortgage Agent Power Bundle, you can leave the hassle behind and embrace a fully integrated, omnichannel system—CRM, SMS, email, social media, client applications, calls, and more—all in one place. Simplify your workflow, automate key tasks, and manage every client, lead, and communication effortlessly. It’s time to streamline your operations. Ditch the chaos and step into the future of mortgage brokering!
Here are all the features that you could only dream of, until...
Done-for-You CRM:
Tailored CRM specifically designed for mortgage brokers & mortgage agents.
Integrated SMS and email automation to streamline communication.
Efficient Calendar Management
Pre-segmented calendars streamline team management.
Multi-team connectivity enables smooth collaboration.
Smart Calendar Integration
Calendars sync with your primary email for easy management.
Custom forms auto-validate entries for accuracy.
Social Media Content and Post Scheduler:
Social media calendar with a ready content calendar.
Post scheduler to plan and automate posts across all connected channels.
Multiple Social Media Channel Connect:
Connect multiple Facebook Business Pages, Instagram Business Account
Also Twitter, LinkedIn, TikTok, Google My Business, and YouTube
Facebook, Insta & Google Ads Sync:
Integrate your ads manager and sync all META (Facebook and Instagram) ad leads directly into your Spicy CRM for streamlined lead tracking.
Unified Inbox (Uni-Inbox):
A single hub where all social media messages from various platforms are brought together, ensuring one-stop management of all communications.
Segmented Contact Management:
Contacts can be segmented by specific target groups to ensure seamless, personalized interactions based on segment activities.
Industry-Ready Opportunity Pipelines:
Pre-built pipelines for managing mortgage interests and applications, referral management, cold outreach, and more.
Pre-built Automated Email Sequences:
Automate and trigger emails to clients or admin teams based on pipeline stages, ensuring consistent follow-ups and communication.
Meeting and Appointment Automations:
Automations for meeting confirmations, reminders, and no-show follow-up email sequences to streamline calendar management.
Ready Nurture and Newsletter Automations
Pre-built nurture campaigns & newsletter automations to keep clients engaged.
Rent reminder automations for your property management activities.
Funnels with Embedded Calendars:
Set up sales and lead funnels with embedded calendars paired with validation forms to easily manage client appointments and entries.
Custom Forms:
Multiple forms available for calendar pairing, website integration, or direct links to connect and validate your mid-funnel leads.
Dedicated Email Server:
Dedicated mail server to ensure your emails land in inboxes and avoid spam filters.
Supports bulk cold email campaigns for lead generation.
Local Cloud Based Phone Numbers:
Two local cloud-based phone numbers for incoming and outgoing calls, which forward to your personal number without revealing it.
Includes custom voicemail, call recordings, and missed call text reminders for enhanced customer service.
Quick Links & QR Codes
Get quick links for your calendars to share with your target group, ready funnels and custom QR code for your website or business card.
Additional Purchase Options:
Option to buy domains, hosting, WhatsApp communication services, and YEXT online directory submissions to further enhance your local business reach and visibility.
PRICING
Choose Your 🌶 Plan
Plug & play - monthly
The 'Get Started' Package For You
$247/m
Pre-built tailored CRM setup
5000 emails credits every month
500 free call minutes
500 free SMS credits
1:1 Live Support on Slack & Zoom
Custom Zoom Backgrounds Presets
Trendy Facebook Page Cover Template
53 Chat GPT Power Prompts
Free REI Contract Templates at disposal
14 DAYS FREE TRIAL - cancel anytime
Super saver annual
Prepay Upfront & Get 20% Off
$197/m
Pre-built tailored CRM setup
5000 emails credits every month
500 free call minutes
500 free SMS credits
1:1 Live Support on Slack & Zoom
Custom Zoom Backgrounds Presets
Trendy Facebook Page Cover Template
53 Chat GPT Power Prompts
Free REI Contract Templates at disposal
Privilege pricing for Premium Services
14 DAYS FREE TRIAL - cancel anytime