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**We will help you master your CRM.**

You’re never on your own. From one-on-one support and weekly Zoom calls to 35+ training videos, screen share help, and a user community — we’ve got your back every step of the way.

We were never

not working.

Feeling chained to your phone and your laptop—always reaching out, following up, chasing, and buried in data organization—isn’t good for anyone. So we ﬁxed it with Dream Big CRM.

On Demand Video Trainings

We’ve put together over 35+ video tutorials to help you and your team get up and running from day one. Below is an example of one of the training videos, so you can see the quality and depth of what to expect.

Weekly Zoom Trainings

Here are some examples of weekly zoom topics

Reputation management - Taking your 5 star customer reviews to the next level
Email marketing & best practices
Creating an Email news letter
Database mining - Looking for deals in your database
Client segregation - Pre-approved Buyers, Veterans, 1st Time Buyers, 1st & 2nd Mortgage clients, etc.
Team communication
Funnel Building - 3 part series
Creating and building a consistent blog posts
Creating an Loan Officer AI Chatbot - Chat widget for your website
Creating weekly call lists and weekly progress reports for accountability
Creating a share lead conversion team with your real estate partners

And so much more...

Don't worry if you dont have time to join the zoom calls, we welcome your team members to joing and learn as well. After each session, we do a q&a for any CRM tech challenges you may be facing.

One on One Support

For the first 4 weeks as a $297 subscriber, you get unlimited access to personalised 1-on-1 support — scheduled within 24 hours. Whether you need help with automations, setup, or strategy, our team is here to guide you every step of the way.

Schedule with in 24 hour notice Monday - Friday.
Screen Share
Build and Customize anything you want for your mortgage business
We will help you integrate with any other tech that is out there
Have your team get on with us for one on one support for your team.

Youtube Tutorials

With thousands of Go High Level users sharing tutorials on YouTube, you’ll never be stuck waiting for answers. Just search your question, and chances are — there’s already a step-by-step video ready to help.

Online Community of Dream Big CRM users

Schedule with in 24 hour notice Monday - Friday.
Screen Share
Build and Customize anything you want for your mortgage business
We will help you integrate with any other tech that is out there
Have your team get on with us for one on one support for your team.

STILL NOT SURE?

Frequently Asked Questions

Everything You Need to Know Before Getting Started! 🚀

Question 1: What makes Dream Big CRM different from other mortgage CRMs?

Most mortgage CRMs are expensive and force you to patch together multiple tools—expecting you to be a tech expert or hire outside help just to make it work.🚀 With Dream Big CRM, we’ve done the heavy lifting for you. We’ll help you customize, automate, and build your mortgage CRM exactly the way you envision—without the hassle.

Question 2: I’m not tech-savvy. Is this CRM easy to use?

Yes! Dream Big CRM is built for loan officers, not tech experts. Our system is intuitive, easy to navigate, and requires no coding or technical skills. Plus, we handle the setup, automation, and customization for you, so you can focus on closing deals—not figuring out software. You’ll also get 1-on-1 onboarding, weekly live training, and 40+ step-by-step video tutorials to make sure you’re up and running fast. If you ever have questions, our support team and online community are always here to help! 🚀

Question 3: Can I customize the CRM to fit my unique loan process?

Dream Big CRM is fully customizable to fit your unique loan process. We’ve already built a proven blueprint for the perfect loan workflow—you simply tweak it to match your style.🚀 Customize pipelines, automations, workflows, and appointment types to fit how you do business. Personalize follow-ups, loan milestones, team tasks, and client communication with ease.And you’re never on your own—our 1-on-1 onboarding and ongoing support ensure you have everything set up exactly how you want—without the hassle.

Question 4: Do I have to sign a long-term contract??

No. Your CRM is always a month to month service. We know that life happens. If you need to cancel or pause your service we understand.

Question 5: Does this CRM integrate with my Loan Origination System (LOS)?

Yes. We have built many API connections including Encompass, Arive, and other mortgage Loan Origination Systems. Our commitment to you is we will build your LOS api if we have not yet built it for your LOS before. We are including the API/integration for free today but will not be able to do this for much longer.

Question 6: What happens if I want to cancel? Will I lose my data or

You can cancel anytime—no long-term contracts, no hidden fees. If you decide to cancel, you’ll still have access to your data and can export your contacts, notes, and important information before your account closes. We believe in earning your business every month, so there’s no pressure—just a powerful CRM designed to help you grow!