Case Study: Leading Mortgage Service Provider achieves 20% increase in referrals with Client Giant

Leading Mortgage Service Provider - Customer Case Study

Leading Mortgage Service Provider, a mortgage lender that signed up with Client Giant, was struggling with manual, stressful client outreach that took up physical space and time. They implemented the Client Giant website’s automation and gifting service to shift from transaction-based communication to relationship-centric engagement.

Client Giant delivered automated, personalized gifts — including quarterly gifts to close referral partners — which made clients and partners feel appreciated and encouraged social sharing. As a result, referrals from clients signed up on Client Giant increased by 20% in 2021, and the social media endorsements strengthened the lender’s branding and visibility.