CRM Help

Need Help Setting Up Your New CRM?

The new VelocityCRM is super easy-to-use and intuitive, but if you’re busy processing mortgage applications and finding there aren’t enough hours in the day, reach out for help.

Just say the word! We’ve enlisted 4 trained CRM Contractors to help you get up and running with the following.
  • Importing your Nexa data
  • Updating your imported data to opt in for CRM
  • Setting up your Templates and Campaigns
  • Creating your Audience Lists 
The Get Started package gives you three hours of service for $199. If you need additional time, the contractors are available at $70 / hour.