monday.com setup for mortgage broker

Hi

please only bid if you have previously setup for a mortgage broker

require help setting up monday.com setup for mortgage broker business

things like:
- auto email sequence
- email template setup
- send document attachments in welcome email
- task reminders etc
- set date and time to send specific email follow up
- customer management
- file storage (store all info)
- send auto emails to myself as a reminder about upcoming tasks for a specific file
- archive emails specific to a file
- flags and notifications

provide other recommendations basically which shows a clean setup and assist to save time with automation

thanks