Case Study: Stonegate Mortgage boosts renovation loan growth with Avidian Prophet CRM

Stonegate Mortgage - Customer Case Study

Stonegate Mortgage, a specialty finance company, needed a way to efficiently manage its growing customer-facing renovation loan operations after a sale was made. The challenge was to centralize customer data and streamline service processes to maintain a strong, customer-centric orientation. To meet this need, they implemented the Prophet CRM platform from vendor Avidian.

Avidian's Prophet CRM provided the solution by centralizing all loan and customer data, which became easily accessible through Outlook. The team used customized Opportunity records and the GridView reporting tool for real-time tracking and analysis. Workflow automation ensured timely customer communications, and all correspondence was automatically logged. Using this solution, Stonegate's renovation business grew by 70% year-over-year, as the team could service customers more quickly and thoroughly.

Stonegate Mortgage

Kyle Wagner

HIP Operations Manager