Small Mortgage Company looking for an expert to help with Set-up


We’re a small but busy mortgage brokerage based in Canada looking for help with setting up a board for CRM but also file related activities. We use currently use pipedrive — but not well lol. Looking forward to your help. :slight_smile:

Thank-you, Aaron

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Hi @avogroup :wave:

Welcome to the community!

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements.

Please feel free to return by email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to understand your use case and see how we can help you.

Meet with Peta

Kind regards,
Peta - upstream

Hello @avogroup Welcome to the monday community!

If you are looking for some assistance I’d be glad to discuss your teams specific needs and processes. I’ve worked with many small & mid sized businesses to setup to exactly fit your workflows. I have experience working across a wide-range of industries including financial services. I also have experience with pipedrive as well, we can discuss best practices for connecting monday to pipedrive or consolidating your CRM.

If you’d like to discuss more please schedule some time here: Calendly - Tim Little for a free consult.

I look forward to hearing from you!
Best Regards,

Hey Aaron @avogroup

Welcome to the community! You are in the right place to find someone. My name is Kaya with Kick Consulting. We are a Silver Partner with and have a global team of 14 (project/change managers, implementation specialists, developers) who have a tremendous amount of knowledge. We would love to help you set up and optimise your monday!

We offer a complimentary 1-hour initial meeting to discuss your pain points, needs, possible steps forward and options. You can book through this link. If you cannot find a suitable time, please let me know, and I will contact you with more availability.

I look forward to hearing from you.

Kick Consulting

Hi @avogroup !

Welcome to’s Community! We are so glad to have you here and would love the opportunity to help you and your team create a streamlined system for your CRM and file related activities. My company, Lucid Day, focuses in creating a collaborative workspace that will make the most of your account, while also teaching you the in’s and out’s of the system and how it works.

You can check out more about our services at and even book a FREE consultation with my colleague here.

Hope you have a great day!

Jai-Lynn Hoops, Lucid Day - Service Delivery Support Manager

Hi Aaron,
If you are still looking out for some help, feel free to reach out to me as this is well within my area of expertise.
You can reach me on
Best Wishes,

Hello! So many great partners. If you are interested in an intro session with us to talk about how we can work together, please email and we can get something scheduled this week! – Jenna

Hi @avogroup - incase you’d want to actually track your different mortgage balances from financial accounts in Canadian banks, right on, you could do that with Moneylogz :slight_smile: hope that helps.

Hi @avogroup

Welcome to the monday com community.

Since you are using Pipedrive for Sales CRM and Pipeline Management but still struggling to grow your business, I would suggest you make a shift from Pipedrive to monday dot com. This robust yet intuitive Work OS is designed to help you centralize your sales pipeline. The best part of using monday com is that it offers easy integration with a slew of popular CRM solutions. Get in touch with a certified consultant to make the most of this Work OS.

Neelam B
Damco Solutions
Phone: +1 609 632 0350 | Email :