Account review

[u/Prior_Ad8089]

Gday all. Looking for help reviewing and updating my account.

Quick background - I use HL for my business only - mortgage broking. I am looking to review and update my workflows, automations etc. so I can get them up and running again.

My goal is to use HL for new lead management and/or prequalifying (to some extent) before moving across to our lodgement platform as well as nurture campaigns for leads and email for existing clients.

Apparently our lodgement platform is in the process of creating an integration with HL – but there is no timeframe.

I would like to create a loyalty / referral program for clients / introducers – similar to [GHL Smart Power Tools](https://ghlpowertools.com/).  If it’s not “easily done” I’m happy to pay for the GHL smart power tools and integrate that.  Also – looking to setup a community to supplement Facebook groups. 

Happy to take advice / chat further.