A CRM built Specifically for Our Loan Broker Associates

All the tools and features you could possibly need to make your loan business a complete success. Our loan broker CRM is available ONLY to our Small Business Loan Brokers.

Here’s some of the amazing features of the Broker CRM:

  • Pre-loaded website and automation template package specific to the Loan Broker industry

  • Easy to use Website, Landing Page and Funnel Builder

  • Access to E-mail and SMS Marketing

  • Generate Telephone Numbers for your Business (Local or Toll-Free) on the Fly

  • Social Media Management all in one central place

  • Manage all of your Client communications from one page, across email, sms and social media

  • Lead Management, Opportunities, Pipelines, and full CRM

  • Automations and Workflows to automate just about any task for your business (Example: When a new lead comes in, send an email and an SMS)

  • Invoicing and Calendar Booking System

  • Live Chat System

  • Affiliate Management System and Affiliate Program

  • Insights and Marketing Analytics

  • AI Tools (Content Creation, Email Drafting, AI Live Chat and much more) (Powered by ChatGPT4)

  • Reputation Management

  • Access to Local SEO and Local Marketing Tools

Pricing

Starter

$297

USD Per Month

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • GMB Call Tracking

  • Missed Call Text Back

  • Text To Pay

  • Forms

  • Funnels

Intermediate

$497

USD Per Month

Everything in Starter, plus:

  • Social Planner

  • Opportunities

  • Email Marketing

  • Trigger Links

  • SMS & Email Templates

  • Websites

  • Workflows

Advanced

$697

USD Per Month

Everything in Intermediate, plus:

  • Invoice

  • Calendar

  • CRM

  • Surveys

  • Memberships

  • All Reporting

  • Triggers

  • Campaigns

  • Blogs

  • Affiliate Manager

  • Proposals & Estimates

  • Communities

Pricing

Starter

$297

USD Per Month

  • 2 Way Text & Email Conversation

  • GMB Messaging

  • Web Chat

  • Reputation Management

  • Facebook Messenger

  • GMB Call Tracking

  • Missed Call Text Back

  • Text To Pay

  • Forms

  • Funnels

Intermediate

$497

USD Per Month

Everything in Starter, plus:

  • Social Planner

  • Opportunities

  • Email Marketing

  • Trigger Links

  • SMS & Email Templates

  • Websites

  • Workflows

Advanced

$697

USD Per Month

Everything in Intermediate, plus:

  • Invoice

  • Calendar

  • CRM

  • Surveys

  • Memberships

  • All Reporting

  • Triggers

  • Campaigns

  • Blogs

  • Affiliate Manager

  • Proposals & Estimates

  • Communities

@ 2023 SkyFirstCapitalBrokers.com

@ 2023 SkyFirstCapitalBrokers.com

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