The client is a national residential mortgage company headquartered in Texas. The client desired a fully automated mortgage solution to manage its leads and opportunities.
- Implemented a CRM solution for managing the leads and loans conversion life cycle.
- Integrated marketing cloud to run audience-specific campaigns.
- Tracked the loan lifecycle process by customizing it according to various stages.
- Developed an ETL integration for various third-party applications.
- Lead automation solution increased the number of leads and conversion rate.
- Salesforce Marketing cloud led to improved targeted campaigns.
- Automated solution reduced the loan processing time.
- Increase in qualified leads improved the sales closure percentage.