Client Success

AMG (American Mortgage Group)

American Mortgage Group, or AMG, has been helping homeowners and new homebuyers find the best home loan for many years.

Headquartered in San Diego and servicing all 50 states, AMG found they were looking to expand with a scalable lead management software provider in 2016. In order to scale sales and servicing operations, AMG needed a fresh start with a lead management software provider that could help them with the complexity of managing three different sales teams. Because AMG focuses in refinance, purchase, and reverse mortgages, they found their current lead management software to be a limiting factor in simultaneously managing three different sales processes


“The ClickPoint team delivered for us big time. When I heard about the way their system works, in theory it was a no brainer, but we all know that execution is the most difficult part of a successful software deployment. ClickPoint has a fantastic support team and a great product. I was able to easily have our team communicate our sales process and ClickPoint implemented it, on time, and on schedule. As a result, we were able to double the size of our loan officer team as we started to see immediate results. Our lead cost dropped, our applications went up, and we were able to scale.” Mehdi Amini – Owner American Mortgage Group
Industry:
Finance
Organization Size:
Large (200 - 1,000 employees)
Country:
United States
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