Business in Box

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

✅ 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!

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

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

✅ Massive Email & SMS Template Library:

✅Holiday Emails: For every occasion (Juneteenth, New Year's, Labor Day, Christmas, etc. - 2 pages worth!).

In-Process Notifications: Professionally designed emails for every milestone (Loan Funded, Disclosed, House Hunting, Conditions Approved, etc.) that keep everyone informed.

✅ 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 Management Tools: Linktree-style page and new lead input forms.

✅ 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!)

✅ 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.

✨ 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.