I just stumbled across Monday and had a question for some of you pros!
I own a small business mortgage brokerage. I was thinking about using Monday for our Loans in Process. It would be for our customers that decide they want to use our company, and we would use Monday to pass the loan through stages a-z between 3 different team members.
Instead of emails on updates of stages we can come to the board and know what needs to be done without having to email one another or unneeded communication and a central location to brief the customer on where their loan is in the process.
Based on this brief discussion does Monday sound like a good fit for a mortgage business.
I’m wondering it its possible to push some of the data from our CRM or a webhook to Monday VIA Zapier once the loan has been originated (the customer states they want to move forward) vs manually entering it into Monday.
Thanks in Advance!