I'm a mortgage broker here in canada and we lack a lot of tech services in our industry so im looking to modernize my process with as much apps/softwares i can to facilitate me and my clients lives!Pitch me your software/app!Just to give an idea of what i use now and what its for:Pipedrive: sales pipeline management helps me keep track of deals/leads and see where they are along the sales cycleTrello: process management, helps me keep track of what i need from my clients at which specific stage of the sales cycle like their income documents (tax paper /paystub) at the moment they find a house they want.Folio by amitree: automatic communication to clients based on milestones reached in the mortgage application.Finmo/floify : pos system to manage the mortgage application and automate document collectionCalendly.com : schedule /automate meetings and appointments.I guess im looking for similar apps or softwares to these as well as ones that will increase my productivity and automate my business as much as possible. (crms, etc) see hubwealthy.com/wealthy
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