Drowning in compliance, admin, and follow-ups in your mortgage broking business?
✅ Eliminate admin overwhelm – Automate client follow-ups, document collection, and compliance tasks so nothing falls through the cracks.
✅ Streamline your entire workflow – Track leads, applications, and lender and referrer interactions in one easy-to-use platform.
✅ Never lose a deal or a referral relationship again – Stay on top of every opportunity with automated reminders and a clear pipeline view.
✅ Save hours every week – Reduce manual data entry and repetitive tasks so you can focus on closing more deals.
✅ Grow your mortgage broking business effortlessly – Scale without hiring more staff by leveraging automation and smarter systems.
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Our monday.com Mortgage Broker Solution will transform your business so you can...
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Gain control and transparency over your mortgage broker business and increase profitability with our monday.com solution.
160 hrs
Of repetitive work automated per client
213%
Average return on investment
32%
Increase in conversions (minimum)
After working with over 215+ clients we have achieved the following awesome results...
Steven Caroll
Chief Executive Office,
HomeLoop
Starting up a business from nothing is exciting but daunting. Thankfully we found Elena who has been amazing at setting up processes for us through the platform monday. Elena's guidance has helped us leap ahead with our planning and organization. What I particularly like is Elena's ideas and suggestions. She certainly strives to go that extra mile. Highly recommend
Nary Bhudia
Business Improvement Manager,
Tough Glass
Working with Kick Consulting has been an exceptional experience. Their team is incredibly responsive and engaging, making the entire process smooth and efficient. Kick Consulting helped us deploy monday.com Work Management, seamlessly integrating it into our daily operations for tracking tasks and managing internal projects.
Chris Raymond
Project Manger - Hotel Etico
Kick Consulting were incredibly helpful as consultants. They helped us implement solutions using monday.com, as well as teaching us how to use monday.com effectively and resolve issues. Highly responsive and creative thinkers. Can't recommend them enough.
