Case Study: United Mortgage of Florida achieves 150% increase in loan officer productivity with Spreadsheet.com

United Mortgage of Florida Increased Loan Officer Productivity by 150% with Spreadsheet.com

United Mortgage of Florida, led by owner Romy Recio, is a mortgage brokerage with a team of 20 loan officers that needed to automate heavy customer–loan officer communications and link data across multiple sheets without extensive manual work. After finding Smartsheet’s required upgrades and slow support inadequate, they adopted the Spreadsheet.com platform to gain relational data features and better customer support.

Using Spreadsheet.com — notably its Automations and Related Rows data types — United Mortgage of Florida built automated workflows that send time‑sensitive, customized messages (e.g., 26 messages in 52 days per client sequence), link transaction records across workbooks, and generate PDFs/invoices quickly. The move to Spreadsheet.com boosted loan officer productivity by about 150%, reduced manual data entry, and delivered faster support and feature responsiveness.

United Mortgage of Florida

Romy Recio

Mortgage Broker and owner