Buying a home can be as exciting as it is overwhelming, especially when it comes to financing. But what if, instead of just helping your clients find the perfect property, you could also help them secure it by applying for a mortgage on their behalf?
With CASAFARI, it’s not only possible—it’s easy. You already know their needs, their budget, and their timeline, so why not take care of one more step in the process? It’s a simple way to add value, save your clients’ time, and offer a hassle-free service that they’ll truly appreciate.
In this article, we’ll show you why applying for a mortgage for your clients is a smart move, how to do it with CASAFARI CRM, and how this extra step can help you stand out on the real estate market.
Why applying for a mortgage on behalf of your clients is a good idea
Buying a home is a big milestone, but let’s be honest—it comes with a mountain of paperwork and decisions. That’s where estate agents have the perfect chance to shine in the eyes of their clients. With CASAFARI, you can go the extra mile and apply for a mortgage on their behalf, making their journey smoother and more stress-free.
Instead of leaving clients to figure out the financing on their own, you become their trusted guide from the very first viewing all the way to getting the keys. You’re already helping them find their dream home—why not help them finance it too? With just a few clicks inside CASAFARI CRM, you can submit their mortgage application directly, speeding up the process and keeping everything in one place.
Offering this service means you’re not just selling homes—you’re providing a complete, all-in-one experience. It’s one less task for your clients to worry about and one more reason for them to recommend you. In a competitive market, that kind of service makes a real difference. And the best part? You’re in full control of the process, backed by a tech platform that keeps things fast, easy and efficient.
How to apply for a mortgage for your client
Inside the “Custom funnels” section of CASAFARI CRM, you can now find the option of Mortgage application with Creditlink. Head over there to:
- Create a form for your clients to gather all the data you need for applying for a mortgage.
- Once your clients have filled in the blanks, the submitted data is automatically organized and displayed within the CRM’s credit module.
- In just a few clicks, you can forward their details directly to the bank managers you have as contacts, initiating the mortgage process on behalf of your clients.
- Request sent? Now a Creditlink is generated: a page where you and your client can communicate, exchange documents, and track the progress of the mortgage application.
And did you know that this is not the only new feature of ours? CASAFARI’s real estate CRM has a lot of exciting fresh-out-of-the-oven functionalities to show, all of them targeting a simpler way of working – both individually and as an agency.
What’s new with CASAFARI CRM: features for better efficiency
Now that you know all about how to apply for a mortgage for your clients with no effort at all, it’s time to start leveraging this possibility!
