Case Study: Mortgage Room doubles client appointments with Marloo

Mortgage Room saves 2–3 hours a day with Marloo

Mortgage Room, a personalized mortgage brokerage in New Zealand, faced a challenge keeping up with the demanding pace of its high-volume business. Dealing with tight deadlines and extensive compliance, founder Paul Fuller needed a solution to reduce the time-consuming administrative work of typing notes from client meetings. This led the firm to implement Marloo, an AI-powered note-taking and documentation service.

By using Marloo as a dedicated note keeper, Mortgage Room automated its meeting transcription and document generation. The solution saved advisers 2-3 hours per day, which allowed them to double their daily client appointments from 3-4 to 5-6. Marloo also enabled support staff to shift from admin tasks to client-focused roles and automatically generated compliance documents and loan application letters directly from conversations.

Mortgage Room