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The Client

The client is a leading mortgage company based in the US offering and underwriting home loans at the best rates. They offer a variety of mortgage solutions and strive to make homeownership a reality. The company supports refinances and assists with various types of loans. Their loan specialists analyze the clients' needs and provide them with custom guidance to manage mortgages and accomplish their homeownership and financial goals.

The Requirement

As the client offered loans and underwriting services, they needed assistance with prequalifying potential customers who were looking for loans or other mortgage services. They wanted a dedicated team to set appointments for their customers with their in-house team of loan officers, who provided expert advice on credit and borrowing options.

The Challenges

The pandemic-induced dip in the number of mortgage applications and the client's prior disappointing experiences with other outsourcing partners increased the emphasis on providing innovative services that helped them increase and stabilize their customer base. This meant we had to innovate for better results, deliver customized services, and develop a comprehensive roadmap to help them build sustainable yet profitable relationships. The TAT of 5-7 business days and the client's demand to replicate their telephony platform further added to the project's complexity.

Our Solution

We leveraged the client's dialing system and backed it with our collaborative inter-departmental efforts. Our initial team of 5 FTEs derived maximum results by setting maximum appointments per day. We also provided customized performance management, project management, and reporting functionalities at no extra cost to ensure their overall success.

The Result

The client was extremely satisfied with the results and our initial team grew from a nominal headcount of 10 FTEs to 20 FTEs. Our appointment setting team stabilized and optimized their processes, ironed out minor creases, and helped them scale up efficiently. Impressed by our capabilities, the client recommended our services to another customer with an identical business model. We onboarded the new client and our team is continuously achieving new gold standards of service excellence with every project we undertake.

Choose Flatworld Solutions for Quick and Efficient Appointment Setting Services

We are a reputed appointment setting services company offering lead generation services to global clients for 20 years now. Our services have helped businesses across various industry sectors with quick, efficient, and impactful appointment setting solutions. We follow stringent appointment verification and validation measures to ensure higher closure rates. Our industry-specific QA processes help businesses stay focused on their customers and their needs.

Provide timely support and loan advice for your customers with our exceptional appointment setting services. Avail your free quote now!

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