Case Study: Success Mortgage Partners achieves more leads and higher revenue with RingCentral

RingCentral Helps Success Mortgage Partners Capture More Leads and Increase Revenue

Success Mortgage Partners, a nationwide mortgage lender based in Plymouth, MI with 400–500 employees, faced a failing legacy phone system that generated massive monthly billing headaches, slow equipment ordering and high costs. After considering another vendor, the IT team tested a RingCentral demo and decided to replace their on-prem system with a cloud communications solution.

They implemented RingCentral MVP, cutting over 200 corporate users in a single weekend; the intuitive platform gave mobile sales reps business numbers on the go, simplified online meetings and compliance, and eliminated complex invoicing. The switch delivered nearly 50% annual cost savings, improved lead capture and revenue, and helped attract and retain top sales talent.

Success Mortgage Partners

Michael Hicks

IT Systems Analyst