You're all set! Here's what happens next.
We received your plan selections. Our team is preparing your custom Master Services Agreement and onboarding workspace.
Your 4-Step Onboarding Roadmap
Here is what to expect over the next 24 to 48 hours:
Sign the Master Services Agreement.
Pending EmailWe'll email you your service agreement to review and sign electronically via secure e-signature.
Pay your invoice.
After AgreementOnce the agreement is signed, we'll send your first invoice based on the plan and add-ons you selected.
We create your account.
Account BuildAfter payment, we'll build your Fluid Leads CRM account, configure 10 custom automations, and email you your login details.
Day 1 onboarding.
Live CallWe'll begin your first onboarding session on the date and time you selected to connect your domain, email, and loan pipeline.
We verify your business profile, establish your A2P texting reputation, link your domain with SSL, set up smart pipelines, and begin training on your customized CRM.
Your Submitted Plan
Estimate summary sent for agreement
- A2P Brand Registration$19 one-time
Have Questions Before Then?
Our founders and onboarding team are available directly. Just reply to any email from us or reach out:
"Questions before then? Just reply to any email from us."