Case Study: Yorkshire Building Society achieves higher mortgage appointment conversions with Cloud Pro

Building society implements BookingBug for mortgages

Yorkshire Building Society needed to convert more mortgage leads into applications and make it easier for customers to book advisor appointments online. The building society also wanted a better way to help customers find the right mortgage information, while integrating smoothly with its existing systems.

Cloud Pro, using BookingBug’s omnichannel software, implemented a solution that screens customers, schedules appointments with branch staff via Outlook calendars, and updates bookings if changes are made. Yorkshire Building Society reported a significant increase in in-branch mortgage appointments and cut admin time for booking and qualifying appointments by half, with plans to expand the technology to other areas.

Yorkshire Building Society

Steve Finch

Senior Manager of Digital Development