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christopher_act

Christopher A

@christopher_act

Mortgage CRM Specialist, LendingPad, Calyx Integration and TCPA Compliance Setup

Regno Unito
Francese, Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Mortgage CRM specialist. I set up, integrate, and fix CRMs for loan officers, brokers, and lending teams so nothing falls through the cracks. I connect Encompass, LendingPad, and Calyx to your CRM so data syncs automatically, no double entry. I build TCPA/RESPA compliant workflows for calls, texts, and referrals so you're not exposed to fines. I set up automation and post close drip campaigns that turn closed loans into repeat business. And I make sure it works on mobile, since you're closing deals from your car, not your desk. Pick one gig or all four, they work together.... Continua a leggere

Competenze

c
christopher_act
Christopher A
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Gestione CRM
I will mortgage CRM setup and selection for total expert, jungo, bntouch CRM
A partire da150 USD / progettoMaggiori dettagli
Gestione CRM
I will setup mortgage CRM los integration with encompass, lendingpad and calyx los
A partire da150 USD / progettoMaggiori dettagli

Esperienza lavorativa

Personal_Trainer Basel

Sales Process & CRM Setup Assistant

Personal Trainer Basel

Mar 2026 - Present • 6 mos

Built practice and demo CRM systems using Bitrix24 to simulate real business workflows across agencies, service businesses, and consultants. Developed multi-stage pipelines, automated email and task sequences, and tested integrations with forms and external tools. Focused on optimizing lead tracking and reducing missed opportunities through structured automation.