Case Study: Primary Capital Mortgage gains 360° customer visibility and saves 600 hours/month with ThoughtSpot

Primary Capital Mortgage Maximizes Revenue with ThoughtSpot

Primary Capital Mortgage is a national residential mortgage lender focused on delivering an outstanding client experience and operational efficiency. The company’s 20 account executives each manage 60–120 new loans per month, but critical loan and customer data lived in a data warehouse accessible only to IT, forcing reps to spend 2–3 hours daily pulling status updates and leaving leadership without a holistic customer view or reliable KPI reporting.

By deploying ThoughtSpot’s search-driven analytics to combine multiple data sources, PCM gave reps and executives direct, self-serve access to up-to-date loan and customer insights without taxing IT. Account executives now spend just 2–5 minutes a day on loan tracking—about 600 hours saved per month—enabling more selling, better cross-sell/upsell opportunities, improved customer service, and instant executive visibility into KPIs.

Primary Capital Mortgage

Walt Carter

CIO