Case Study

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

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

Challenge

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.

Solution

SalesExec 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.

Results

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 homebuyers 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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