Case Study: Freedom Mortgage achieves $15M revenue recovery with Fortimize and Salesforce

Freedom Mortgage boosts close rates 30% and recovers $15M with Fortimize

Freedom Mortgage, a major U.S. mortgage lender, was facing a significant challenge with its borrower experience. The company was losing loans due to poor communication, process delays, and a lack of visibility into the customer journey, which was damaging both revenue and customer confidence. To address this, they partnered with vendor Fortimize.

Fortimize implemented a solution centered on Salesforce Service Cloud, Marketing Cloud, and Live Message to redesign the borrower journey. This provided centralized visibility and automated, timely communication. The results were substantial: Freedom Mortgage achieved a 30% increase in close rates, faster loan closures, and recovered $15 million in additional revenue within a year, while significantly improving borrower trust and satisfaction.

Freedom Mortgage