Case Study: Guild Mortgage closes the gap between leads generated and leads closed with Outreach

How Guild Mortgage Company closes the gap between leads generated and leads closed

Guild Mortgage, a long-standing mortgage lender, was struggling to keep up with growing lead demand and long, complex home-loan sales cycles. Its loan officers needed a better way to respond quickly, stay engaged across channels, and maintain a high-touch customer experience, so the company turned to Outreach and its AI Revenue Workflow Platform.

With Outreach, Guild Mortgage used sequences, automation, communication tools, and analytics to streamline follow-up with leads, clients, and even recruiting candidates. The impact was significant: loan officers using Outreach made contact with new leads twice as fast as those who weren’t using it, and they closed deals faster while improving productivity, conversion rates, and workflow visibility.

Guild Mortgage

Gemma Currier

Senior Vice President of Retail Sales Operations