Case Study: My Mortgage Finder boosts calls and cuts coaching time with CloudTalk

From Manual Dialing to 100+ Calls Per Agent, Per Day

My Mortgage Finder, a fast-growing mortgage brokerage helping clients with adverse credit find specialist lenders, struggled to keep up with rising call volumes as its team expanded. Their early phone setup was manual and inefficient, with limited call tracking, no real-time monitoring, and poor integration with HubSpot. CloudTalk’s VoIP platform was brought in to replace these outdated workflows and support a more scalable sales and customer service operation.

With CloudTalk, My Mortgage Finder implemented tools like the Power Dialer, Call Monitoring, and AI Conversation Intelligence, fully integrated with HubSpot. The results were significant: outbound calling increased from 15 to 100+ calls per agent per day, onboarding time was reduced by 1–2 hours per day, and call review time was cut by 50%. CloudTalk also enabled remote coaching and better answer rates through mobile numbers, helping the team operate more efficiently and at scale.

My Mortgage Finder

AJ Pyper

Mortgage Advisor