Case Study: Axia Home Loans boosts referral engagement and closes more business with EZ Texting

Mortgage Officer at Axia Home Loans Uses EZ Texting to Build a Referral Network

Axia Home Loans, founded in 2007, helps borrowers with ethical mortgage lending. Patrick Lewis, a sales manager and mortgage planning specialist, depended on referrals from agents, advisors, builders, and past clients and used segmented email to stay top of mind. Over time email open rates fell across all groups, undermining his ability to maintain relationships and generate referrals.

Patrick switched to an SMS strategy using EZ Texting for segmentation and engagement tracking. Texts were opened and responded to far more quickly than email, enabling more personalized interactions, easier referral requests, and more conversations that converted into leads and closed business.

Axia Home Loans

Patrick Lewis

Sales