BMR – MBB: Automations
Project Date
June 15th, 2026
Technologies Used
Business Consulting, Development, Project Management, Theme Design, Wordpress
Project Description
After MortgageBrokerBrenda.com was in place, the next project Brenda Ratliff wanted to focus on was her marketing automations.
We connected her CRM to a Lead Source she was using, with Zapier doing some work in the middle. Time was spent adjusting a few lead sources, as well as documenting what contacts she was sending, and on what schedule. This is an ongoing effort, however the bulk of the work was created during this phase.