Business in Box

🔥 What's Inside "Business in a Box"? PREPARE YOURSELVES! 🔥

Smart CRM: Pipelines, Arive Sync & Scheduling

Fully Loaded CRM: All the bells and whistles, ready to go.

Pre-Built Pipelines: From "New Lead" to "Pre-Approved" and beyond, all logically structured and synced with Arrive!

Pre-Built Pipelines: From "New Lead" to "Pre-Approved" and beyond, all logically structured and synced with Arrive!

Complete Arive Integration: Leads, milestones, notes, loan data – it all flows.

Automated Calendar System: Discovery call booking, reminders, linked directly to your calendar.

Powerful Automations & Drip Campaigns:

New Lead Nurture: Including a massive campaign based on Jeremy Minor's proven logic (texts & emails).

Discovery Call Reminders: Multiple touchpoints so no one misses a meeting.

Sent Application Link Follow-ups: A 2-week drip to encourage completion.

Closed Loan / Loan Anniversary Campaigns.

Your Own Professional, Enterprise-Grade Website:

Fully branded to you (colors, logo).

Chat widget.

Request-a-quote funnels.

Dedicated funnels for all major loan types (15yr Fixed, 30yr Fixed, ARM, FHA, VA, USDA, Jumbo, HELOC, Refi)

Payment calculators & testimonial sections.

Apply Online (links to your application).

Lead Tools, Automation & White-Glove Onboarding

Lead Management Tools: Link tree-style page and new lead input forms.

Advanced Automation Triggers: Build custom workflows based on Arive updates (new notes, status changes, etc.) and future Stikkum alerts!

Full Onboarding & Setup Support: We'll get on a call with you, set everything up, and make sure you understand how to leverage every part of this amazing system.

Deep Integrations:

Arive: As mentioned, core to the system.

Goody: For automated closing gifts

Handwritten:

Stikkum: For credit pull alert automations

Follow Up Boss: (Coming soon!)

✨ The Bottom Line:

We've taken everything you need – CRM, marketing, website, funnels, communications, integrations – and built it into one cohesive package. This is designed so you can set up your phone and be good to go, with all your systems working for you.

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