Case Study: Churchill Mortgage achieves 1,037% ROI with Calendly

How Calendly delivered 1,037% ROI for Churchill Mortgage

Churchill Mortgage, an employee-owned mortgage lender operating in 49 states, was struggling to keep up with surging demand and a slow, manual process for connecting customers to the right loan officer. Before Calendly, support staff had to make live transfers or coordinate callbacks by email, creating delays and frustration for both customers and the team.

Calendly implemented scheduling automation with features like Team Pages, Round Robin routing, Workflows, website embeds, and integrations with tools like Outlook, Teams, Zoom, and Microsoft 365. The result was a smoother self-service booking experience, better routing by state, fewer missed appointments, and major efficiency gains: Churchill Mortgage reported 26,767 hours saved and a 1,037% ROI within one year, plus over 107,066 meetings supported so far.

Churchill Mortgage

Nancy McMahan

Director of Client Engagement