A PRICELESS CRM SOFTWARE FOR BROKERS
To face the competition since 2019, Jimnab has invested time and resources to develop and adapt the most effective CRM solution on the market for mortgage brokers in Canada
With our software, you will immediately benefit from the various advantages that set us apart from the competition, without spending tens of thousands of dollars developing and programming a tool tailored to your needs.
Because an image is worth a thousand words, watch this three minutes demo !
The benefits
Low-effort renewals
50 templates (emails)
50 automations
Close monitoring at each stage
Refer partners
Easy customer referrals
More references from partners
Eliminate assistant fees
All your notes in one place
Complete control of your business
Comprehensive dashboard
Customer files
Access all data fields of any of your clients in one click: Name, Amount, Reference source, Notes, E-mails, Documents, Lender, Future and Past activities, etc. All in one spot!
Active files
Have an overview of all your files across all three pipelines (Pre-qualification, active files, follow-ups and renewals) at a glance ! Keep control of your files effortlessly.
Spotlight
- Follow your monthly or yearly progress and compare your won and lost deals over time.
- Manage your objectives for each active or finalized file.
- A plethora of statistics allowing you to manage your business like the seasoned entrepreneur that you are.
Overview of all activities
After waking up and having a good coffee, navigate to the activities screen and at a glance you’ll have an idea of how your day is going, allowing you to organize your day efficiently. Pretty much like having an assistant with you at all times!
Testimonials
Jimnab CRM, simply a MUST for any mortgage broker. When I started in the business, I wanted to start with the best program to facilitate my customer follow-ups and my business in general. Whether it’s the automated emails, the scheduled reminders, the database, every element is well thought out and userfriendly. Their CRM has enabled me to offer unrivalled customer service, set myself apart as a broker and simplify my work in every respect.
I’d recommend it to anyone, without hesitation.
Best decision of my life to get a CRM I should have made this decision when I started in 2014, I would have saved a lot more time and lead. I recommend it 1000000%.
How does it work?
Our solution is based on the Pipedrive system. Here are the key steps of the process.
Take Action and Pay
Are you ready take it to the next level? This button will allow you to review our Terms and Conditions and to make your payment (credit card, PayPal or Interac e-transfer). Still not convinced? Come assist to our webinar.
Configuration
Our team will configure and program your Pipedrive account to perfection. The turnaround time for its delivery is a maximum of ten days. You will also receive your invoice at the same time.
Enjoy
Receive all our tutorials FOR LIFE in order to adapt the system to YOUR style of broker. Many updates are sent to our members for free in our members’ portal.
100% Satisfaction !
We have created a webinar, providing access to 2 UFC, which explains all the details of the system. You can watch it before you start being a Jimnab user – as a top-edge technology mortgage broker. More than 9 out of 10 users have adopted the system since their first use. This positions us with a retention rate of 95%! We are very confident that the Jimnab system will meet all your needs.
Mortgage brokerage in the technological age (2 UFC)
Jimnab is proud to offer you an officially accredited AMF (2 UFC) webinar.
During this webinar, you will be able to:
- Familiarize yourself with a customer management system;
- Learn to use the tool effectively to manage your daily life;
- Understand the importance of automations in any small and medium-sized business in sales;
- Identify several opportunities from your database;
- Realize the impact on your business of having +45 email templates written for each stage of a file;
- Improve the quality of your leads and strengthen your reports thanks to the mandatory fields;
- Improve your relationships with your partners (real estate brokers, insurance, etc.);
- Increase your online visibility with positive comments on your social networks;
- Two hours of training in total to listen at your own pace (service on request)
- For only $47 – limited time offer
Our history
We founded Jimnab with the goal of providing an affordable solution to our broker colleagues, who like us, wish each day consisted of thirty-four hours to achieve our daily tasks. We recognize that by a certain volume, maintaining our quality of life while impeccably navigating files and leads is nearly impossible. We have devoted two years to building and tweaking the system and will continue to maintain its optimization to ensure its reflective of our needs. This system has allowed us to nearly double our file volume while working the same number of hours per week.
As our colleagues’ curiosity and interest grew, we decided to commercialize our automated work solution. In conclusion, we feel it imperative to note that we are mortgage brokers, not programmers nor tech-specialists. One thing is for certain, the configuration is tailored to our needs and will allow you to save a great amount of time. Costing you approximately one file’s commission, the investment’s value is far worth the price tag.
We are eager for you to test it yourself!
We founded Jimnab with the goal of providing an affordable solution to our broker colleagues, who like us, wish each day consisted of thirty-four hours to achieve our daily tasks. We recognize that by a certain volume, maintaining our quality of life while impeccably navigating files and leads is nearly impossible. We have devoted two years to building and tweaking the system and will continue to maintain its optimization to ensure its reflective of our needs. This system has allowed us to nearly double our file volume while working the same number of hours per week.
As our colleagues’ curiosity and interest grew, we decided to commercialize our automated work solution. In conclusion, we feel it imperative to note that we are mortgage brokers, not programmers nor tech-specialists. One thing is for certain, the configuration is tailored to our needs and will allow you to save a great amount of time. Costing you approximately one file’s commission, the investment’s value is far worth the price tag.
We are eager for you to test it yourself!
F.A.Q.
We are two mortgage brokers actively generating over one-hundred million dollars in mortgage volume annually. We are official Pipedrive partners.
Our system is currently available on the Pipedrive platform. After many trials, modifications have been implemented to best serve the needs of a Canada-based mortgage broker. Over four-hundred hours of programming have been invested into our system, ensuring it worthy of the trust and business of top mortgage brokers.
A CRM tool adapted and equipped for all residential mortgage transactions. Offering numerous functions such as: centralized information, a virtual assistant, a dashboard complete with pipelines and activities, the import of all your ongoing files (via another platform or an Excel spreadsheet), increased online visibility, develop better relationships with real-estate brokers, save time, gain peace of mind and access assistance via chat 24/7.
Our product is of the few solutions created by mortgage brokers and adapted to the reality of the Quebec mortgage industry. The system has been fine tailored by two brokers who actively generate a cumulative volume upwards of one-hundred million dollars annually.
You can order it here or contact us direction at info@jimnab.ca.
You may write to us directly via the “Contact us” section and either ask for 1) the software, 2) for us to get in touch with you or 3) to register you for the next webinar.
Video tutorials to guide you step-by-step throughout your integration process. You may watch the videos at your convenience and as frequently as you wish. Login and password credentials are provided to allow access to our member section where you will be privy to software updates for life (no time limit applies). Further, a start-up guide will be provided to thoroughly and most efficiently ensure your integration into Pipedrive. An instant chat-support service is also offered by Pipedrive.
For groups of five professionals or more, we offer a 20% rebate, ultimately offering the fifth account FREE! The condition is that the five accounts must be purchased at the same time. However, if you refer five clients to us, you will be eligible for a one-time annual Pipedrive fee credit. There is no applicable time limit for you to reach five referrals. With that, you may refer three professionals today and two others in three years, while remaining eligible for the one year credit.
Yes, you are granted total control of your tool, however, certain changes are not recommended as it may have a chain effect on subsequent programmed automations. Once you are a client of Jimnab, you will have access to various video tutorials to explain what can [and should] be done or not. Do remember that the ‘?’ at the top right of your screen will direct you to the 24/7 Pipedrive chat-support, where you can seek assistance with all modifications.
If you use the same one system with an assistant or partner, the cost of the Jimnab application remains the same. You can add as many users as you wish and program automations according to their needs. However, each user must pay monthly or annual fees to Pipedrive for the professional plan.
We are two mortgage brokers actively generating over one-hundred million dollars in mortgage volume annually. We are official Pipedrive partners.
Our system is currently available on the Pipedrive platform. After many trials, modifications have been implemented to best serve the needs of a Canada-based mortgage broker. Over four-hundred hours of programming have been invested into our system, ensuring it worthy of the trust and business of top mortgage brokers.
A CRM tool adapted and equipped for all residential mortgage transactions. Offering numerous functions such as: centralized information, a virtual assistant, a dashboard complete with pipelines and activities, the import of all your ongoing files (via another platform or an Excel spreadsheet), increased online visibility, develop better relationships with real-estate brokers, save time, gain peace of mind and access assistance via chat 24/7.
Our product is of the few solutions created by mortgage brokers and adapted to the reality of the Quebec mortgage industry. The system has been fine tailored by two brokers who actively generate a cumulative volume upwards of one-hundred million dollars annually.
You can order it here or contact us direction at info@jimnab.ca.
You may write to us directly via the “Contact us” section and either ask for 1) the software, 2) for us to get in touch with you or 3) to register you for the next webinar.
Video tutorials to guide you step-by-step throughout your integration process. You may watch the videos at your convenience and as frequently as you wish. Login and password credentials are provided to allow access to our member section where you will be privy to software updates for life (no time limit applies). Further, a start-up guide will be provided to thoroughly and most efficiently ensure your integration into Pipedrive. An instant chat-support service is also offered by Pipedrive.
For groups of five professionals or more, we offer a 20% rebate, ultimately offering the fifth account FREE! The condition is that the five accounts must be purchased at the same time. However, if you refer five clients to us, you will be eligible for a one-time annual Pipedrive fee credit. There is no applicable time limit for you to reach five referrals. With that, you may refer three professionals today and two others in three years, while remaining eligible for the one year credit.
Yes, you are granted total control of your tool, however, certain changes are not recommended as it may have a chain effect on subsequent programmed automations. Once you are a client of Jimnab, you will have access to various video tutorials to explain what can [and should] be done or not. Do remember that the ‘?’ at the top right of your screen will direct you to the 24/7 Pipedrive chat-support, where you can seek assistance with all modifications.
If you use the same one system with an assistant or partner, the cost of the Jimnab application remains the same. You can add as many users as you wish and program automations according to their needs. However, each user must pay monthly or annual fees to Pipedrive for the professional plan.
Still unsure ?
Let one of our specialist help you !