Case Study: LendingHome achieves 7X ROI and 500+ hours of sales support with Prialto

Leading Home - Customer Case Study

LendingHome, a fast-growing real estate lending company, needed stronger Sales Ops support so its sales leaders could spend more time on customer conversations and less on administrative work. It turned to Prialto for help with CRM implementation and reporting, scheduling, expenses and travel, inbound lead management, and outbound prospecting.

Prialto implemented a custom Salesforce instance for LendingHome, centralized account, contact, lead, and opportunity data, and provided ongoing support as the company evolved. The result was more than 500 hours saved each month, 10 Prialto Units deployed for sales ops support, and an expected 7X ROI for each client sourced by Prialto, while also helping spread best practices across the sales team and speed onboarding of new reps.

LendingHome

John Garner

Vice President Loan Origination