Case Study: American Mortgage Group achieves 20% more loan applications and 30% lower lead costs with ClickPoint Software

AMG Increases Loan Applications 20% and Reduces Lead Cost by 30% with ClickPoint Lead Management Software

American Mortgage Group (AMG), a San Diego–based mortgage provider serving all 50 states, needed a scalable lead management solution in 2016 to manage three distinct sales teams (refinance, purchase, reverse mortgages). Their previous system left leads under-contacted (about two touches per associate), required manual routing and monitoring, and created a bottleneck that prevented scaling without significant management overhead.

AMG implemented ClickPoint’s SalesExec, integrated with Nextiva, using a “Pull Lead Management” approach that automated routing and prioritized leads by factors like state licensing, lead age, calling windows, and loan officer skill while preventing cherry-picking. Post-implementation AMG saw a 20% increase in total applications, a 30% reduction in cost per lead, improved loan officer and manager efficiency, and doubled loan officer headcount in under 60 days.

American Mortgage Group

Mehdi Amini

Owner