Consulting + Implementation

We build the systems that run your business.

CRM implementation, workflow automation, AI enablement, and operational infrastructure for real estate, mortgage, and lending companies.

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Platforms we work with

HubSpot
Salesforce
Zapier
Jira
Google Workspace
Claude AI
OpenAI
Mortgage Automator

Clients we've worked with

Glasslake FundingSalman CapitalLoan RangerKhuddam Canada

What We Do

Strategy and implementation — not one or the other.

CRM Implementation & Migration

HubSpot, Salesforce, and Mortgage Automator — set up, configured, and migrated.

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Workflow Design & Automation

Automated workflows that eliminate manual work and reduce errors.

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Systems Architecture & Integration

We connect your tools into one ecosystem that runs itself.

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Deal Pipeline Optimization

Structured pipelines, automated follow-ups, zero leads lost.

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Reporting & Dashboards

Real-time visibility into your pipeline, team, and business.

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Website & Funnel Systems

High-converting websites integrated with your CRM and automation stack.

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AI Enablement & Implementation

AI-powered workflows, intelligent automation, and custom AI tools for lending operations.

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100+

Lenders & Brokers Supported

300+

Client Accounts Managed

40%

Avg. Efficiency Improvement

5+

Years in Lending Technology

Built for the businesses that move capital.

Real Estate Professionals

Independent agents, teams, and brokerages that need scalable CRM infrastructure and lead management systems.

Mortgage Brokers & Agents

Brokers managing complex deal pipelines across multiple lenders who need systems that track every application and deadline.

Private Lenders & Lending Companies

Private lenders who need structured origination workflows, portfolio dashboards, and platform integrations.

Recent Work

Glasslake Funding

API IntegrationCRMAutomation

HubSpot ↔ Mortgage Automator Sync

Bi-directional API integration eliminating double data entry and giving both teams real-time pipeline visibility.

30% less manual data entry

Salman Capital

CRM ImplementationHubSpotPipeline Design

HubSpot CRM for Private Lender

Full CRM implementation with custom pipelines, automated follow-ups, and structured deal tracking from day one.

Standardized operations from day one

Private Lending Clients

ReportingDashboardsAnalytics

Pipeline Reporting & Dashboards

Real-time executive dashboards replacing manual spreadsheet exports for multiple private lending clients.

Real-time pipeline visibility

Ready to fix your operations?

Book a 30-minute strategy call. No pitch decks, no pressure.

Book a Strategy Call

Or email us at hello@stelwyn.com