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CRM integration
No lead slips through.
We wire Meridian CRM into your site so every enquiry is caught, tagged, and followed up. The warm borrowers reach you first, and the rest stay warm on their own.
Pipeline
This weekMeridian works with most CRMs. For the full automation suite, brokers run on Meridian CRM.
How it connects
One system, from first click to funded.
Step 1
Sources
Site forms, calls, and ads all land in one inbox.
Step 2
Pipeline
Each lead is tagged and dropped into the right stage.
Step 3
Automation
Follow-up runs on its own until you step in.
What we set up
Built once, runs without you.
Pipelines
Stages that match how you actually work a deal, from first touch to funded.
Tags and routing
Every lead labelled by source and loan type, routed to the right follow-up.
Email and SMS
Sequences that warm, qualify, and remind, written in your voice.
Past-client touches
Anniversary notes, rate alerts, and renewal reminders on their own schedule.
Automations
RunningTwo ways to run it
Meridian CRM, or the one you already use.
Recommended
Meridian CRM
The full system. Pipelines, tags, email and SMS sequences, and past-client touches, all wired into your site and running on their own.
Bring your own
Your CRM
Already settled on a CRM? We connect every form field straight into it, so nothing is lost. The automation suite stays on Meridian CRM.
Before you start.
Do I need Meridian CRM?
No. Meridian CRM is the default and unlocks the full automation suite. If you already run a CRM, we connect it instead, though the automations run on Meridian CRM.
Will this work with my website?
Yes. If we built the site, it is wired at launch. If you have your own, we connect the forms to it.
Can you migrate my contacts?
We bring your existing list in, clean and tagged, so nothing is lost in the move.
What happens after setup?
You get a short walkthrough and the playbook. Some brokers run it themselves, others keep us on for tuning.