Hi Everyone.
😃 Excited to be a part of this growing community. I am a mortgage broker from Calgary, AB, Canada.
I'm super excited on seeing the growth of SmartSuite.
Looking to build out an awesome CRM for my mortgage business. Any cool tips on building a CRM would be great - especially around client management and mortgage portfolio management. Ideally would like to automate as much as possible.
I am looking forward to joining you all in this community.