<10 minaverage lead response
+28%application conversion
100%leads captured automatically
The Client
A mortgage brokerage, based in Phoenix, AZ, operating in the real estate & property management sector.
The Challenge
Leads from multiple sources sat in inboxes and follow-up was inconsistent.
Our Solution
- Zoho CRM pipelines and Blueprint for loan stages
- Lead capture from website and ads
- Automated tasks and email sequences
- Dashboards for loan officers
The Results
- <10 min average lead response
- +28% application conversion
- 100% leads captured automatically
Services Used
CRM Automation · AI Automation
Client identity withheld. This anonymized case study is an illustrative example of our approach; figures are examples and results vary by business, market and budget.
