You will get a Mortgage & Finance Support – Full-Cycle Assistance
Project details
You will get professional mortgage and finance support tailored to your business needs. With over 10 years of experience across finance, customer service, sales, and project coordination, I handle loan applications, client communication, CRM management, and document verification with precision. I am highly skilled with CRM tools like Trail, Pipedrive, HubSpot, and Zoho, ensuring accurate lead tracking and workflow management. My services are fully remote, results-driven, and scalable to Starter, Standard, or Advanced weekly support tiers. I deliver work with confidentiality, timeliness, and attention to detail, helping clients streamline operations and focus on business growth.
Purpose
BusinessIndustry
Data Analytics, Financial Services, Hardware & Electronics, Real EstateLanguage
EnglishWhat's included
| Service Tiers |
Starter
$400
|
Standard
$800
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 5 days | 5 days | 5 days |
Number of Hours of Work | 20 | 40 | 60 |
Basic Photo Editing | - | ||
Organize & Classify/Tag Files | |||
Formatting & Clean Up | - | ||
Project Management Support | - | ||
Travel Planning | - | - |
Frequently asked questions
About Kriz
Client Success, Sales Support Specialist, Lead Gen, E-commerce Support
General Trias, Philippines - 3:43 am local time
I help businesses convert leads, retain customers, streamline workflows, and create smooth, high-touch client experiences—all while keeping operations organized and running efficiently.
I’ve worked with companies in the US, Australia, Singapore, and the UK, giving me a strong understanding of professional communication standards and customer expectations in international markets.
What I Do Best
Core Expertise
✅ Lead Generation | Outreach (Email, LinkedIn, Phone)
✅ Appointment Setting | Sales Coordination | Pipeline Management
✅ CRM Management: Salesforce, HubSpot, Pipedrive, Trail, Ringy, Gorgias, Shopify CRM
✅ Mortgage Support: Client onboarding, document verification, lender follow-ups
✅ E-Commerce Support: Amazon, eBay & Shopify store operations + escalation handling
✅ Client Success: Relationship management, retention, post-sales support
✅ Admin: Reporting, workflow organization, scheduling, calendar management, email management & data entry
Why Clients Work With Me
I communicate clearly and professionally — no repeated instructions needed
I work proactively and manage tasks independently
I deliver accurate, organized work even with high-volume workloads
I bring a client-first mindset and represent your brand well
If you need someone who can nurture leads, support your sales pipeline, keep your CRM clean, handle clients with care, and make your operations smoother — I’d be happy to help.
Let’s talk — I’m ready to contribute from day one.
Steps for completing your project
After purchasing the project, send requirements so Kriz can start the project.
Delivery time starts when Kriz receives requirements from you.
Kriz works on your project following the steps below.
Revisions may occur after the delivery date.
Client shares loan documents, CRM access, and task priorities.