All monitored mortgages — pipeline clients + manually added
All
Pipeline clients
External clients
Client
Source
Lender
Rate
Type
Maturity
Renewal window
Last RI review
Next RI review
Status
Email templates
Click any template to launch in Gmail
All
Workflows
Automated task sequences triggered by pipeline stage changes
⚡
How workflows work
When you move a client to a new pipeline stage, all workflows assigned to that stage automatically fire — creating tasks pre-scheduled to the right day. Possession day triggers 12 post-close tasks automatically.
Segment Emailer
Filter your database and launch a batch email campaign in Gmail
Filter segment
Email template (optional)
0 clients match your filters
Name
Email
Stage
Lender
Maturity
Rate
Drip Sequences
Multi-step follow-up campaigns triggered by pipeline stage
💧
How drip sequences work
When a client moves to the trigger stage, all steps in the sequence fire automatically — each step creates a task at the right day offset. 5 sequences are pre-loaded and ready to go.
Meetings
Synced from NeetoCal + manually added
Upcoming
All
Completed
Blacklisted clients
Clients you've chosen not to work with
These clients are hidden from the main pipeline and client list. You can unblacklist them at any time.
Name
Email
Phone
Reason
Date blacklisted
All contacts
Realtors, financial planners, past clients, friends & family, social media
AllRealtorsFinancial PlannersPast ClientsFriends & FamilySocial Media
Name
Type
Company
Email
Phone
Birthday
First deal closed
Last contact
Settings
Integrations, preferences, and pipeline configuration
Annual volume goal
Set your funded volume target. Shows as a progress bar on your Home dashboard.
✓ Goal saved
Pipeline stages
Stage automations
Automatically create tasks when a deal moves to a stage.
Task types
Organize task types by category. Categories appear as grouped sections in the task type dropdown.
Add new task type
Change password
Email provider
✓ Connected
Used for 2FA login codes, password resets, and daily digests. Works with Gmail, Outlook, or Proton.
✉
Gmail
Use App Password
📧
Outlook
Use App Password
🔒
Proton
SMTP token
Select a provider above to see setup instructions.
Daily digest sends automatically every morning at 8am.
Resend API
✓ Connected
✓ Recommended for Railway — Uses HTTPS not SMTP, so Railway ports can't block it. Free: 3,000 emails/month.
1. Go to resend.com → Sign up free → API Keys → Create API Key
2. Paste key below → Save → Send test email
Important: On Resend's free tier, all emails (digests, login codes, resets) go to your Resend signup email above. Enter it exactly as you signed up with Resend.
Email client
Choose which email client opens when you click "Email client" on a client profile.
Currently using: Proton Mail
NeetoCal integration
📅 Webhook URL — paste this into NeetoCal
https://crm.bikwalia.com/api/webhooks/neetocal
Click URL to copy · Must end in "neetocal" (not "neetoca")
🔄 Pull all bookings via API
Get API key from app.neetocal.com → Settings → Developer → API Keys. Subdomain = part before .neetocal.com in your booking URL (e.g. "bik" from bik.neetocal.com).
NeetoForm integration
NeetoForm → your form → Settings → Webhooks → add this URL:
https://crm.bikwalia.com/api/webhooks/neetoform
Click URL to copy · Form submissions auto-create leads and log to client activity
Finmo integration
✓ Connected
Connect Finmo to sync deals automatically and get instant email alerts for every deal event.
Get your API token: Log into Finmo → Settings (top right) → Integrations → REST API → Generate new token → copy it
🔄 Deal sync
Pull all your current Finmo deals into BRM. New and updated deals will be matched and synced.
📡 Real-time webhook
Add this URL in Finmo → Settings → Integrations → Resthooks to get instant updates:
https://crm.bikwalia.com/api/webhooks/finmo
Click to copy · You will receive instant emails for: new deal, submitted, approved, funded, declined, document uploaded
Email notifications
Control exactly what you get emailed and when. All reminders go to your Resend signup email.
📬 Delivery schedule
Note: changing the time takes effect after the next scheduled delivery
What to send
days before renewal date
on the review due date
days before 1-year mortgage anniversary
days before (every year)
days before closing anniversary
Google Drive
✓ Connected
Connect Google Drive to upload documents directly from client profiles. Files are stored in a BRM CRM folder in your Drive, organized by client name.
Opens a Google login window — sign in with bikwaliamortgages@gmail.com
✓ Connected
Files upload to Google Drive → BRM CRM → [Client Name]
Home dashboard widgets
Choose which sections appear on your Home dashboard.
New client
Transaction details
Will be added to your Realtors list automatically
Notes
Core mortgage details
Important dates
Pre-approval details
Subject property
Commission & fees
Additional borrower
Overview
Mortgage
Documents
Tasks
Activity
Notes
Track and upload documents for this client
Uploading...
Home Equity Report
Penalty estimator
Enter the lender's current posted rate to calculate the break penalty and whether it's worth it.
A yearly task fires 7 days before the deal anniversary
Notes
Blacklist client
This client will be hidden from your pipeline and client list. You can always restore them later.
Card fields
Choose what information shows on each pipeline card.
Move client
Where would you like to move this client?
New drip sequence
Steps
New automation
Import from Trello
How to export from Trello:
1. Open your Trello board
2. Click the board menu (···) → More → Print and Export
3. Click "Export as JSON"
4. Upload that file below
New meeting
Notes
Add document
Add external RI client
This person didn't get their mortgage through you but you're monitoring their rate.
Notes
Customize Home
Toggle the widgets you want to see on your Home dashboard.
