Case Study: Bay Equity Home Loans boosts mobile sales efficiency with Microsoft Surface Pro

Bay Equity Home Loans - Customer Case Study

Bay Equity Home Loans, a family-owned mortgage lender, needed a powerful and portable device for its sales team that worked seamlessly with its cloud-based Microsoft software and offered simplified deployment and management for the IT department. Their challenge was to find a single device that could handle the documentation-heavy lending process while enabling a mobile workforce to be efficient both in the office and the field.

Microsoft implemented a solution using its Surface Pro tablets, which provided the power of a PC in a portable form factor. This streamlined deployment and management through Microsoft Intune, saving the company an estimated $1.37 million by eliminating redundant devices. The standardized solution led to strong user adoption, increased employee efficiency, and became a valuable recruiting tool, helping the sales force grow from 100 to over 1,000 officers.

Bay Equity Home Loans

Phil Mikolaj

CIO and Executive Vice President of Technology