Application started
Guide customers through their next step.
BUILT AROUND YOUR COMPANY
Your relationships.
Your customer experience.
Your logo. Your colors. Your team. CRM Approved supports your customer relationships at every milestone.
YOUR BRAND STAYS IN FRONT
The software is ours.
The relationship is yours.
Customer-facing messages and milestone videos are customized for the subscribing company—with its name, logo, colors, and team contact information.
CRM Approved is the software company behind the experience.
LESS SEARCHING. MORE HELPING.
Keep the people and
the loan connected.
ARIVE loan updates reach CRM Approved through Zapier. Borrower and agent names, contact information, and important loan dates help your team understand what comes next.
Your available fields and workflow are reviewed during onboarding.
MILESTONE MOMENTS
A helpful message.
A familiar company.
These refreshed examples show the application-started and clear-to-close message concepts using “Your Company” as an illustrative placeholder. Your company’s actual identity replaces it during setup.
Clear to close
Celebrate progress and explain what comes next.
Read the narration
Your relationships. Your company.
Your customers know your company. Your people. And the service you provide. CRM Approved helps bring those relationships together, so your team can follow each loan and keep the next conversation personal.
Your brand, every step
The customer experience is built around the company that subscribes. That means your company name, your logo, your colors, and your team's contact information. Customer messages and milestone videos are customized for that company. CRM Approved is the software behind the experience. Company branding and delivery connections are confirmed during setup.
Keep everyone connected
Loan updates from Arrive reach the CRM through Zapier. Your team can see the borrower, the buyer's agent, the seller's agent, and the progress of the loan together. First and last names, contact information, and important dates give the next conversation context. The purpose is simple. Less time searching, and more time helping your customer.
A helpful first step
Here is how an application-started message can feel. Your loan application is underway. Your team is here to help. Please complete the requested information and upload your documents securely. If you need assistance, contact your loan officer. This example would appear with the subscribing company's branding and contact details.
Celebrate the milestone
And when the loan reaches clear to close, the message changes. Great news. Your loan is clear to close. Your team will guide you through final documents, signing, and next steps. Verify wire instructions using a trusted phone number. The experience keeps that company's identity in front of its customer.
Make it your experience
Bring your company's brand, your loan officers, and your customer relationships together. We will walk through your workflow, review the available features, and confirm your company's setup before activation. To explore CRM Approved for your team, visit CRM Approved dot com.
MAKE IT YOUR EXPERIENCE
Let’s look at
your team’s workflow.
Explore the available features and your company’s setup with our team.