Case Study

AMG Increases Loan Applications by 20% and Reduces Lead Cost by 30% with SalesExec™

Mehdi Amini
Mehdi Amini

Owner, American Mortgage Group

“ClickPoint integrated with our phone solution, customized the sales solution around our needs, allowing us to reach more prospects at critical stages of their buying journey. As a result we increased total sales applications by 20%.“

American Mortgage Group


AMG Needed to Automate Their Sales Process in Order to Expand. Prior to ClickPoint, implementation leads were only being contacted on average two times per loan associate. Many leads were neglected, and routing leads to the correct loan officer was a manual and tedious process. Management was spending several hours per day monitoring the flow of leads, manually following up to ensure loan officers were calling leads, and re-prioritizing leads that were in need of attention. Trying to scale their efforts with this much manual oversight was a big problem and they needed a company that would help them automate as much of the manual oversight as possible.


ClickPoint and Nextiva Cloud Communication Integrate. AMG was introduced to ClickPoint Software through their cloud-communication partner, Nextiva. AMG liked the fact that ClickPoint was fully integrated with their cloud communication platform and could provide lead management software that would effectively automate the follow-up process through a best practice called Pull Lead Management. The Pull solution keeps loan officers from cherry picking leads, and gives them a simplified sales screen to work from. The simplified sales screen allows loan officers to get more at-bats, enforces a high call volume culture, and reduces the need for manual lead prioritization. The ClickPoint lead management software serves up leads that are a best fit based on a variety of factors such as state licensing, age of lead, state calling hours, loan officer skill, and more.


As a result, AMG experienced the following benefits post-implementation:

  • An increase in total applications by 20%
  • A decrease in cost per lead by 30%
  • An increase in loan officer and manager efficiency
  • AMG increased loan officer scalability and doubled loan officer head count in less than 60 days, post-implementation.
Mortgage lead management

About American Mortgage Group

American Mortgage Group, or AMG, has been helping homeowners and new home buyers find the best home loan for their needs for over 10 years. AMG offers loan services in all 50 states, is rapidly expanding and found their current lead management software to be a limiting factor in simultaneously managing three different sales channels, scaling their loan officer teams, and improving conversion rates.

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Key Features

Sales Workflows

Create multiple sales workflows with customized lead status

User Permissions

Multiple user permission levels and account hierarchy

Lead Fields

Add lead fields with field permissions

Import & Exports

Import lead lists, add leads, and export leads

Campaign Tracking

Track Marketing Channel, Campaign, and Lead Source ROI

Lead Source Integration

Integrate third party lead sources

Email Nurture

Automated email nurture with email template designer

Text SMS

Text SMS delivery with compliant messaging solution


Webhooks to update lead data or extract lead data

Push or Pull

Lead routing options include Push and Pull strategies

Lead Prioritization

Prioritize lead assignment based on criteria, first in, state calling hours, teams, and more


Respond to leads instantly via iOS or Android mobile device

Call Distribution

Intelligent Routing: Shotgun, Queues, Criteria, Forwarding, Redirect

User Availability

Salespeople opt to receive calls or set as unavailable

Dynamic Sales Scripts

Interactive sales scripts to help salespeople convert inbound calls

Real-time Notifications

Salespeople receive real-time inbound call notifications

Call Flows

Configure queues, redirect calls, messages, text to speech

Purchase Numbers

Purchase 1-800 or local numbers

Local Presence

Dial leads from local area codes

Voicemail Drops

Pre-recorded voicemails delivered instantly

Lead Disposition

Update leads with status and action

Suggested Leads

Pull leads and allow prioritization


State calling hours and DNC list management

Sales Stats

View real-time team performance

Call Recording

Listen to calls for coaching opportunities

Automated Email

Deliver emails based on lead status and action

Transfer Calls

Team members can pre-screen calls and transfer