Case Study: Unlock Technologies achieves compliant, balanced lead routing with Distributely and New Breed

Unlock Technologies improves lead routing with New Breed and Distributely in 60 days

Unlock Technologies, a financial technology company, faced significant challenges in scaling its lead routing process due to state-by-state mortgage licensing regulations. This created an unequal workload distribution among its sales reps and introduced compliance risks. Partnering with vendor New Breed, Unlock adopted the Distributely solution to address these operational complexities within HubSpot.

New Breed implemented Distributely to automate and intelligently route leads based on licensing requirements, availability, and team structure. The solution eliminated manual processes, ensured compliance, and created a more balanced workload. This resulted in a more equitable distribution of leads, reduced manual effort, an improved homeowner experience, and established a scalable operational foundation for Unlock's sales and service teams.

Unlock Technologies