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Outsource2india Provided Appointment Setting Services for a US-based Mortgage Lender

Case Study on Appointment Setting Services for a US-based Mortgage Lender

The Client

The client is a US-based, licensed mortgage lender helping home mortgage seekers explore their credit and borrowing options. They assure the best interest rates for offering and underwriting home loans and also recommend suitable mortgage solutions for their customers. Striving to make their customers' dreams of homeownership a reality, the client assists with various types of home loans and also supports refinances. Their in-house team of loan specialists thoroughly evaluates their customers' home mortgage needs and provides them with custom guidance to accomplish their financial goals.

The Requirement

The client was struggling to prequalify potential customers looking for home mortgage services. They wanted a dedicated team to identify potential home mortgage seekers and set appointments for them with their in-house team of mortgage specialists. Their loan officers would then propose the best credit and loan options to those who were considering a home mortgage.

The Challenges

Sudden decline in the number of home mortgage seekers due to the post-pandemic market changes coupled with the client's prior unsatisfactory sub-contracting experiences, the emphasis on providing customized and innovative services was high. Adding to the project's complexity was the client's unusually tight TAT of 5 - 7 working days, which included replicating their telephony platform. All these factors implied that our team had to devise innovative strategies, develop comprehensive roadmaps, and deliver customized solutions.

Our Solution

Our team began by leveraging the client's dialing system and implemented a collaborative inter-departmental approach to coordinate with their loan specialists. We were able to derive optimum results by setting maximum appointments per day with our initial team of just 5 FTEs. Our team also augmented the client's overall success with personalized reporting, performance, and project management functionalities at no extra charge.

The Result

The client was delighted with our services and instantly increased our nominal headcount from 10 FTEs to 20 FTEs. We then helped them iron out creases, scale-up processes, and optimize their practices. Our outstanding services compelled the client to recommend our services to another company with an identical business model. We are now serving the new client successfully and our delivery team is continuously achieving new heights of service excellence with every project they undertake.

Choose Outsource2india for Customized Appointment Setting Services

Being a reputed lead generation services firm, we have 25 years of industry experience in offering specialized appointment setting services to global clients. We help businesses across multiple industry sectors to generate targeted, high-quality leads and set appointments with potential customers. We ensure higher closure rates and help businesses focus on their customers' needs.

Partner with us for technology-powered, innovative appointment setting services that help you enhance customer experience. Get your free quote now!

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