c
christopher_act

Christopher A

@christopher_act

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

Royaume-Uni
Français, Anglais
Certaines informations sont présentées en anglais.
À propos de moi
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.... Plus d’infos

Compétences

c
christopher_act
Christopher A
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Gestion de la relation client
I will mortgage CRM setup and selection for total expert, jungo, bntouch CRM
De150 $US / projetPlus de détails
Gestion de la relation client
I will setup mortgage CRM los integration with encompass, lendingpad and calyx los
De150 $US / projetPlus de détails

Expérience professionnelle

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.