Case Study: Mortgage Lenders of America boosts loan close rates with XTIVIA’s Infor CRM

Mortgage Lenders of America boosts close rates 30% with Xtivia

Mortgage Lenders of America, a private mortgage banker, faced significant challenges in managing its high volume of expensive leads from LendingTree. The process relied on manual distribution and paper tracking, leading to a lack of visibility, potential data loss, and an inability to measure conversion rates effectively. The company turned to vendor Xtivia for a solution using Infor CRM.

Xtivia implemented and customized Infor CRM, creating an automatic XML transfer to import leads directly from LendingTree and assign them to loan officers. This provided full process visibility and management tools. The results were rapid, with a 30% increase in close rates, translating to an extra $118,000 annually and a 304% return on investment within four months. Xtivia also provided crucial ongoing support to maintain the system's efficiency.

Mortgage Lenders of America