Case Study: American Financial Network re-establishes business and builds a referral pipeline with OutboundEngine

American Financial Network - Customer Case Study

Paul Thummel, a veteran loan officer with American Financial Network in Coto de Caza, CA, returned to mortgage lending after time away and faced stiff local competition, a handwritten contact list, and limited online reviews. He needed to quickly re-establish trust, rebuild a referral pipeline, and spend more time on productive, relationship-driven work.

OutboundEngine specialist Linzy consolidated and expanded Paul’s contacts (Facebook and LinkedIn), set up review profiles on Google, Zillow and Yelp, and automated consistent, personalized outreach to keep him top-of-mind. The campaign rebuilt his referral pipeline, generated positive client and agent engagement, improved his online reputation, and allowed Paul to focus on closing business while praising the hands-on support.

American Financial Network

Paul Thummel

American Financial Network