info@mybrokerpro.ca

Congrats on your purchase!

Let’s get your marketing

& free tools ready!

Next Step: Fill Out the Form & We’ll Set Everything Up!

We’ll handle your social media setup and give you access to free tools that save time & money:

✅ Booking system (like Calendly)

✅ Webinar hosting (like Webinar Jam)

✅ Automation tools (like Zapier) & more!

Even if you don’t use them now, we set everything up at once so it’s ready when you need it—no extra work for you.

Just fill out the form below, and we’ll take care of the rest.

☕️ It takes a few minutes, so grab a coffee and let’s do this!

Onboarding Form

We’re excited to have you onboard! To ensure a seamless integration with Finmo and to set up your My Broker Pro account along with your social media management, please fill out this form with as much detail as possible. This will allow us to take care of critical behind-the-scenes work before your 1-on-1 onboarding call.

⚠️ Attention to detail is key—providing everything upfront avoids back and forth and ensures a smooth setup!

Choose from drop down

I agree to terms & conditions provided by My Broker Pro. By providing my phone number, I agree to receive text messages from the business.

Company Details

In this section, we’ll collect details like your title, brokerage, and contact information to personalize your email signatures, marketing materials, and account settings for a professional and consistent brand presence.

Brand

In this section, we’ll gather key brand details to customize your templates, website, funnels, automations and social media contents to match your business identity.

Providing this upfront ensures that emails, marketing, and client communications align with your brand—saving you time and creating a seamless experience.

Brand Continued

To make your account truly yours, we need these files to personalize your profile, marketing materials, social media contents and website.

📌 Upload all files into a single Google Drive or cloud folder and share the link with us for easy access to all materials.

Provide us with the following:

  1. Headshot / Profile Picture - (512px512px)

  2. Business Logo - (100px50px)

  3. Favicon Picture - (16px16px)

  4. Brokerage Logo - (150px70px)

  5. Website Contact Us Image - (320px400px)

  6. Website About Image - (580px460px)

    🎥 Watch this to learn more

📌 Kindly make it public or allow anyone to access the link so you can share it outside your organization.

Social Links

Share your social media profiles so we can integrate them into your email signature, website, funnels, and marketing materials for a cohesive brand presence.

Application & Calculator Links

This page gathers your mortgage application links to integrate into your website, email signature, and automations for a seamless client experience.

📌 Finmo Users: Provide your Finmo application link for easy client access.
📌 Non-Finmo Users: Submit your preferred application link.

🎥 Watch Video to Learn More

If no link is provided, clients won’t have a direct way to apply, potentially leading to lost opportunities!

Cross Sales & Partners

Share the names and links of your trusted partners so we can integrate them into your automated emails, website, and funnels to enhance client support and drive referrals.

📌 Example: "If you need help finding home insurance, I’ve partnered with [X Company]—[Click here] to connect with them!"

📌 Not mandatory—if you don’t have partner links, simply skip this section!

Other important links

Voicemail Setup

Once you're in your account, you'll likely purchase a new phone number or transfer an existing one (not your cell, but a system number for automated texts and calls).

✅ Now is a great time to record a professional voicemail for this number! Our team will upload it to the right place for you, ensuring a polished client experience. We suggest using Online Voice Recorder to easily record and save your message.

Example Voicemail Script:
"Hi, you've reached the private and confidential voicemail of Jane Doe, your local Toronto mortgage broker. I'm unable to get to the phone right now, but please leave me your name and number, and I'll be sure to get back to you right away."

📌 Prefer to skip? No problem! You can always record and upload your voicemail later in your settings.

Last but not least...

Finmo Integration 🥳

Good news—you don’t need to set up Finmo integration yourself! Our team will handle everything for you. All you need to do is follow the simple steps in the video below to grant us access.

By adding our support team to your Finmo account, you allow us to:
✅ Set up your Finmo integration with MyBrokerPro CRM
✅ Establish automations for a seamless workflow
✅ Contact Finmo Support on your behalf to remove our access once setup is complete

Follow the steps now, and we’ll take care of the rest!
Need help? Email us at support@mybrokerpro.ca – we’re happy to assist!

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