Case Study: Heritage Financial Services LTD achieves increased productivity and streamlined lead qualification with CallFire

Property Manager Strategically Maximizes Potential Buyers With Call Tracking

Heritage Financial Services LTD, led by investor and property manager Bob Dressman in Ohio, manages and sells owner‑financed homes across Cincinnati, Dayton and Columbus. With more than a hundred listings and up to 400 inbound calls a day from “handyperson special” ads, Dressman needed a way to prequalify prospects and organize inquiries without being tied to the phone or wasting marketing spend.

CallFire provided Call Tracking with a unique local number and voicemail for each listing that routes callers through an automated pre‑vetting message and then transfers qualified leads to a live agent. Combined with bulk text/call blasts and a cloud call center for collections (including remote staff), the solution improved productivity, streamlined organization, made advertising measurable, reduced manpower, and delivered a scalable, cost‑effective way to manage leads and outreach.

Heritage Financial Services LTD

Bob Dressman

Owner