The Easiest and Most Effective Mortgage CRM Available

Are you looking for an inexpensive, effective yet easy to implement and use mortgage CRM? Our custom monday.com CRM is designed to streamline your lead, pipeline, client and work flow management, boosting your conversion and productivity.

  • Ready-to-Use: Our template is ready for quick deployment on monday.com, saving you time and effort in setting up a CRM system from scratch.
  • Affordable: monday.com is one of the most inexpensive CRMs on the market and coupled with our affordable custom template, it won't set you back financially.
  • Easy Setup: We provide step-by-step guidance to help you set up the template effortlessly. Our team will assist you in importing the template and will guide you on transferring your data.
  • Customizable: Tailor the CRM to suit your unique needs and preferences. With flexible customization options, you can personalize fields, layouts, and workflows to align with your business requirements.
  • Intuitive Interface: Enjoy a user-friendly interface on monday.com that makes navigation and data management a breeze. No extensive training required!

Features

  • Client/Loan Management

    Keep track of clients, their contact information, loan details, loan checklist, and communication history in one centralized database.

  • Task/Project/Team Management

    Organize yourself and your team with task lists, reminders, and scheduling features to manage your activities and projects efficiently.

  • Pipeline Tracking

    Monitor the progress of leads, applicants, shoppers, and active loans through customizable pipeline stages.

Picking a Strong Sales CRM

Get Up and Running Today!

One-time fee includes installation of the KMPC Mortgage CRM Template, import template and instructions, and instructional video. (Current KMPC members receive a discount, please email us to receive a code)

FAQ

What version of monday.com do i need?

The KMPC Mortgage CRM requires a specific version of monday.com to run. After you purchase the template, you will be given instructions for purchasing the right version. If you want to sign up for monday.com first, you can click here to get the correct version for compatibility.  

How much does monday.com cost?

The version you need is $20/month per user with a 3 user minimum.  $60/month will give you the minimum install necessary.

What if I'm already a monday.com user?

If you are an existing monday.com user, we will adjust your account during setup to the necessary version to run our template.