Good morning, Daniel
What's next
Open diaryNeeds your attention
Enquiries
From your website, Settled Leads and the phone. Once a loan starts, send it to MyCRM in one tap.
| Client | Looking for | Came from | Status | Received |
|---|
Diary
Bookings from your website and Settled Leads land here on their own. No double booking.
Reviews
Ask happy clients for a review in one tap. We send them a text with your Google link.
Ask for a review
Review requests
Latest on Google
See allMy website
Your site, its numbers, and changes you've asked for. Tell us what to change and we do it for you.
Ask for a change
Changes
Buy appointments
Home loan borrowers in WA, SMS verified and booked straight into your diary. You have 7 left on your pack.
- $2,950 total, incl. $268.18 GST
- Booked into your diary
- Each borrower SMS verified
- $6,875 total, incl. $625.00 GST
- Booked into your diary
- Each borrower SMS verified
- $12,750 total, incl. $1,159.09 GST
- Booked into your diary
- Each borrower SMS verified
Prices include GST. Paid up front, and each booked appointment draws one from your pack.
Results
What your appointments have turned into, and what they have earned you.
From booked to settled
All your Settled Leads appointmentsReturn on spend
An estimate using your own numbers. Trail commission not included.
Replacements
The standard is written down, there is a deadline, and the history is here to point at.
What you are covered for
- A home loan enquiry with a loan amount and a timeframe
- Verified on their own mobile by SMS code
- Booked into a time they picked themselves
- Sent to you and nobody else
- That they will go ahead
- That they will qualify
- That you will write the loan
Can still be flagged
Claims
Billing
Your pack, your invoices and your receipts. Every invoice shows the GST.
Current pack
Paid so far
Invoices
| Date | Item | Amount | Status |
|---|
Settings
Your connections, details, diary and alerts in one place.
Connections
The tools you run your business on. Started using something new? Tell us and we'll add it here.
Sending clients to MyCRM
When a client is ready, we send their details across so you never type them twice.
When to send
What we send
Reviews
What we send when you ask a client for a Google review.
Your details
Used on your website, emails and texts to clients.
Diary and alerts
We only offer times you are free, and tell you the moment something comes in.
- New enquiry by textThe moment it comes in
- New enquiry by emailWith all their details
- Reminder before each call15 minutes before
- Texts to clients before callsCuts down no shows