An experienced Change Manager with a demonstrated history of successfully leading change initiatives. A strong communicator with a strategic mindset, specialising in delivering new technology and operational change for improved customer experience and business performance.

Vee24 helps leading brands deliver great person-to-person customer experiences that accelerate their digital business. Vee24’s digital customer experience platform — powered by high-definition video chat, text chat, AI-enabled chatbots, co-browsing, screen sharing, online appointment setting, and more — enables customer-centric teams to grow online sales, deliver better customer service, and build brand loyalty. Personal: Currently CEO & President at Vee24, my career has been focused on building and growth. Early on, I built product as an on-site implementation specialist/developer, a solution architect and then a product manager. In the last 13+ years, I have built loyal and motivated teams that have consistently overachieved and have always been laser focused on delighting prospects and customers.

B.A in Design | Graduated from the Department of Visual Communication at Shenkar College of Engineering including an Exchange-Program Studies at NABA: Nuova Accademia di Belle Arti Milano. My goal is making intelligent combinations between interesting inspirations and clever ideas making them feel as if they always belonged harmonically together. Portfolio: https://tomermeshulam.myportfolio.com

Experienced and highly motivated Sales Operations Manager with a focus on growing and scaling sales teams through process improvement and the use of advanced BI and AI tools. Demonstrated experience in working cross functionally with internal and external stakeholders to operationalize strategic company-wide initiatives. Complete company lifecycle immersion from early stage venture investing through company scale, acquisition, and ongoing integration.

If you are wanting to win more clients to scale your mortgage business, please read on. You're a mortgage broker and you know you're leaving money "on the table" by not doing a better job of staying-in-touch with new and existing clients. You realize that hiring an assistant could help, but it's expensive and could actually slow you down. Right now, you are probably managing your clients through your inbox or an Excel sheet. In good times, this can work, but it's inefficient for you and your team, and doesn't create a great client experience. In slow times, this system leaves no opportunity to tap into your existing client database. With the solutions I talk about, not only does it dramatically improve your client experience but also costs WAY less than hiring new staff. Plus, if you do reach the point to hire someone, you can easily onboard them to your automated process! I get it... there are a TON of options out there, and people claiming to have the solution,. What I can tell you is that I most exclusively work with Mortgage Brokers in Canada. My biggest goal is to allow you to focus on growing your business and not being stuck in it. ️WHY I'M QUALIFIED TO HELP YOU I have been working with Canadian Mortgage Brokers for almost 5 years. I work with 1,000s of Mortgage Brokers across Canada including 3 of the top 5. BluMortgage integrates with Filogix, Finmo and Velocity to reduce any double entry. ️EXPECTED OUTCOMES I will tell you where to invest your efforts to make your client journey more effective! Your improved client experience will close 1+ additional deals within 3 months. Paying for your yearly investment and some! With our integrations, you will have no extra work. BluMortgage gives you time back! ️WHAT OTHERS SAY "BluRoot has always provided us excellent service coupled with fantastic support." Ron Butler – President at Butler Mortgage "My business has transformed 180 degrees after using BluMortgage." Daniel Char – Ultimate Mortgage Group "It's clearly made a huge impact on our business. From efficiency to client experience...it's a no brainer in my opinion!" Dean Lawton – Partner at Thrive Mortgage ️WHERE TO GO FROM HERE Interested to know more? ✅ Click follow for great content and weekly tips on the Mortgage and FinTech industries. ✅ Visit www.blumortgage.ca Ready to talk? ✅ Book a free demo call here https://blumortgage.ca/crm-for-mortgage-brokers/