Case Study: a US-based mortgage lender achieves more qualified mortgage appointments with Flatworld Solutions

US-based Mortgage Lender doubles FTEs from 20 to 40 with Flatworld Solutions

The client, a US-based mortgage lender, faced the challenge of quickly scaling its appointment setting operations under an aggressive five-day deadline. They needed a cost-effective outsourcing partner to deploy 20 FTEs who could set appointments for loan officers, a task complicated by the requirement to replicate their specific telephony platform. Flatworld Solutions was engaged to provide these appointment setting services.

Flatworld Solutions proposed using the client's own dialing system to control costs and deployed tenured agents who immediately met the target of 10 scheduled appointments per day. Their solution included comprehensive project management and quality assurance at no extra cost. As a result, the client was extremely satisfied; the team successfully scaled from 20 to 40 FTEs, and the relationship was strengthened to the point that the client referred a new, similar business contact to Flatworld.