Mortgage — CRM / ERP Case Study
Mortgage brokerage serving purchase and refinance borrowers in Phoenix. Phoenix AZ • B2C • Speed-to-Lead.
Phoenix mortgage shoppers bounce when nobody answers. The five-minute rule is real — we rebuilt routing, alerts, and SLA tracking in CRM so every inbound lead had an owner before the prospect hit refresh on another lender's site.
Results
- 4.1 min — Median First Response
- 61% — Application Start Rate
- 0 — Unassigned Inbound Leads