Case Study: a US-based mortgage lender streamlines appointment setting with Flatworld Solutions

a US-based Mortgage Lender scales appointment setting from 10 to 20 FTEs with Flatworld Solutions

The client, a US-based mortgage lender, required assistance with prequalifying potential customers and setting appointments for their in-house loan officers. Their challenges included a pandemic-induced dip in applications and a need for innovative, reliable services after prior disappointing experiences with other outsourcing partners. They enlisted the vendor, Flatworld Solutions, for its appointment setting services.

Flatworld Solutions implemented a solution by leveraging the client's own dialing system and providing a dedicated team. This team stabilized and optimized the client's processes, which resulted in the team growing from 10 to 20 FTEs. The client was extremely satisfied with the results, leading them to recommend Flatworld Solutions' services to another customer with an identical business model.