Mr. Mortgage is a full-service real estate brokerage and mortgage lending firm in Los Angeles. It offers a variety of services including first time home buyer purchase programs; short sale; foreclosure prevention; relocation; real estate investment, as well as providing financing for purchasing new homes, or refinancing existing mortgages.
As homeownership and investment opportunities increase throughout LA County, Mr. Mortgage needed a more efficient, digitized way of managing their loan application intake process. During peak season, the team at Mr. Mortgage was getting back-logged with leads and losing potential clients - all because data was too easily lost in email clutter, and follow-ups, therefore, couldn’t take place.
Creating a digital control center with custom workflows has helped Mr. Mortgage process more loan applications. Now, when site visitors submit their loan application, the Mr. Mortgage management team gets notified via text and email. A follow-up activity is then created and placed in the CRM’s “To-Do-List” until staff completes the follow-up.