Case Study: Open Mortgage achieves streamlined, mobile customer service with RingCentral

Open Mortgage Turns to RingCentral to Create a Better Mortgage Experience

Open Mortgage LLC, a nationwide mortgage lender founded in 2003 with 120+ employees in Austin, helps customers with home loans, refinancing, and reverse mortgages. IT manager Scott Evans inherited an end-of-life, single‑server VoIP system and a patchwork of separate phone, fax, and email tools, creating a single point of failure and a fragmented workflow that limited flexibility and customer service.

Evans deployed RingCentral for Google to unify calls, texts, email, faxes, and documents within G Suite. The cloud solution removed the single point of failure, enabled click‑to‑dial and easy meeting setup, and let employees work from laptops or smartphones—streamlining workflows, increasing productivity, and improving the customer experience.

Open Mortgage

Scott Evans

IT Manager