CRM improvement

I am seeking a proficient virtual assistant to enhance my CRM systems as a mortgage loan officer utilizing Bonzo. The ideal candidate will assist in the seamless migration of my past clients into the CRM while ensuring effective integration with my Loan Origination System (LOS). This project requires a detail-oriented individual who possesses a strong understanding of CRM functionalities and integration processes. Your expertise will be invaluable in streamlining my client management and enhancing overall operational efficiency. Please submit your proposals for consideration.