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.