PipeDrive CRM Automation for Loan Process
Budget: $250 – $750 AUD
Project Overview:
I’m a Business Development Manager and Credit Lead at a private lender based in Australia. We want to automate and structure our loan process inside PipeDrive CRM so deals move cleanly through defined stages, ownership transfers automatically between team members, and follow-ups happen without manual effort.
The goal is to turn our loan process into a predictable, trackable system that lets the team focus on deals while the CRM handles reminders, handovers, and communication triggers.
Project Scope:
1. Workflow Design
Translate our existing loan process into PipeDrive stages with logic-based automation.
Key stages include:
Deal Received
Deal Setup & Product Check
Approval Sent
Broker Follow-Up
Valuation Ordered
Docs Received
RAF Approval
Legals Out
Settlement
Each stage should:
Automatically assign to the correct team member (Person 1, 2, or 3).
Trigger specific tasks or reminders.
Generate or send templated emails/SMS at certain time intervals (e.g. 48-hour broker follow-ups).
2. Automation Setup
Build using PipeDrive Automations or connected tools (Zapier, Make, ClickSend, etc.) for:
Task creation and reassignment.
Broker and client follow-up messages.
Status notifications for management.
Pipeline reporting dashboards.
3. Dashboard & Reporting
Create a master dashboard for daily oversight, showing:
Total deals per stage.
Approvals waiting for response.
Valuations outstanding.
Settlements due this week.
Performance by team member.
4. Integration
Optional:
Link with Gmail for email tracking.
Link with ClickSend/Twilio for SMS.
Link with Google Sheets for summary exports.
Deliverables
Fully automated PipeDrive workflow
Clear process documentation
Short training session (recorded or live) showing how to manage and update automations
Ideal Freelancer
Deep PipeDrive automation experience (must show past projects)
Understanding of financial or lending workflows preferred
Comfortable setting up automations using PipeDrive, Zapier, or Make
Able to deliver a clean, stable, human-proof system
Budget & Timeline
Budget: Open to proposals based on scope (expecting a 2–3 week build)
Start: Immediately
Delivery: Within 3–4 weeks
I’m a Business Development Manager and Credit Lead at a private lender based in Australia. We want to automate and structure our loan process inside PipeDrive CRM so deals move cleanly through defined stages, ownership transfers automatically between team members, and follow-ups happen without manual effort.
The goal is to turn our loan process into a predictable, trackable system that lets the team focus on deals while the CRM handles reminders, handovers, and communication triggers.
Project Scope:
1. Workflow Design
Translate our existing loan process into PipeDrive stages with logic-based automation.
Key stages include:
Deal Received
Deal Setup & Product Check
Approval Sent
Broker Follow-Up
Valuation Ordered
Docs Received
RAF Approval
Legals Out
Settlement
Each stage should:
Automatically assign to the correct team member (Person 1, 2, or 3).
Trigger specific tasks or reminders.
Generate or send templated emails/SMS at certain time intervals (e.g. 48-hour broker follow-ups).
2. Automation Setup
Build using PipeDrive Automations or connected tools (Zapier, Make, ClickSend, etc.) for:
Task creation and reassignment.
Broker and client follow-up messages.
Status notifications for management.
Pipeline reporting dashboards.
3. Dashboard & Reporting
Create a master dashboard for daily oversight, showing:
Total deals per stage.
Approvals waiting for response.
Valuations outstanding.
Settlements due this week.
Performance by team member.
4. Integration
Optional:
Link with Gmail for email tracking.
Link with ClickSend/Twilio for SMS.
Link with Google Sheets for summary exports.
Deliverables
Fully automated PipeDrive workflow
Clear process documentation
Short training session (recorded or live) showing how to manage and update automations
Ideal Freelancer
Deep PipeDrive automation experience (must show past projects)
Understanding of financial or lending workflows preferred
Comfortable setting up automations using PipeDrive, Zapier, or Make
Able to deliver a clean, stable, human-proof system
Budget & Timeline
Budget: Open to proposals based on scope (expecting a 2–3 week build)
Start: Immediately
Delivery: Within 3–4 weeks
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