Case Study: Pioneer Mortgage Services boosts conversions and saves time with FLG

Pioneer Mortgage Services saves 1+ hour a day with FLG

The customer, Pioneer Mortgage Services, had outgrown its basic system and was using FLG primarily as a data storage tool rather than a proactive platform. This led to inefficiencies, missed weekend leads, and a reactive approach to customer engagement. The challenge was to transform their use of the FLG system from a simple repository into an automated engine that could drive their mortgage and protection sales processes.

Working with FLG's implementation team, Pioneer built automated workflows to chase new enquiries, nurture existing customers, and automatically refer mortgage leads to the protection side. This solution saved the team at least an hour per day and resulted in an immediate increase in lead conversions. FLG enabled the customer to take ownership of the system, freeing them to launch proactive outbound campaigns to their base of 10,000 existing customers.

Pioneer Mortgage Services