Case Study: Online Mortgage Advisor scales mortgage enquiry routing with Silver Softworks and Salesforce

Online Mortgage Advisor routes thousands of enquiries weekly with Silver Softworks

Online Mortgage Advisor, a UK-based financial services company, needed to automate the complex routing of thousands of weekly mortgage enquiries to its panel of brokers and create a single source of truth for all customer interactions. They partnered with Silver Softworks to implement a solution using Salesforce Sales Cloud, Marketing Cloud, and the Lightning Platform.

Silver Softworks built a custom Salesforce solution that automatically categorizes and routes enquiries based on complex criteria and integrates marketing and telephony systems. This provided a complete customer view and gave brokers real-time access to their pipeline. As a managed service customer since 2017, Online Mortgage Advisor continues to work with Silver Softworks to quickly adapt processes and increase operational efficiency.

Online Mortgage Advisor