An enquiry should start a conversation.
Marketing CRM, timely follow-up and carefully managed reactivation, connected to the systems your brokerage already uses.
Make the next step visible.
A new enquiry needs an owner, a next action and a clear way to track progress. We map that journey before configuring the software. The aim is an understandable workflow your team can use, rather than a growing collection of disconnected automations.
Growth Engine comes in three plans: Essentials, Pro and Full Stack. The Growth Engine packages page compares what each includes, what it costs and which usage is extra.
Keep lending operations where they belong.
A marketing CRM is not automatically a replacement for your aggregator or broker CRM. The proposal identifies the system of record for enquiries, applications and client documents, and describes any integration or manual hand-off.
Compatibility is checked before commitments are made. Custom integrations, complex migrations and historical data clean-up are separately scoped. Sensitive assessment documents should use the brokerage’s approved secure channel.
Follow-up with permission and purpose.
We prepare messages that identify the business, explain the next step and respect the agreed contact preferences. Consent records and working unsubscribe processes need to be part of the design from the start.
Before a reactivation campaign, your team confirms which contacts may be approached and which must be suppressed. We do not assume that an old database or an enquiry automatically permits every future marketing message.
Support a working system.
The recurring plan includes the agreed checks and improvement work. We review triggers, forms and hand-offs, and use your team’s feedback to resolve friction. A workflow that technically sends a message can still need improvement if it confuses the client.
SMS and email usage are charged separately. We agree the sending setup, usage visibility and approval process before launch. There is no unlimited-messaging promise hidden inside the monthly price.
Common questions
Can you migrate an existing CRM or marketing automation account?
We can review the current configuration and quote the migration. We need to understand data, workflows and ownership before promising a transfer.
Is reactivation included?
Database reactivation is separately scoped after reviewing the audience, permissions, suppression list and approved message. A database export alone is not permission to send.
