Case Study: Mortgage Lenders of America achieves a 30% increase in close rates and $118K/year revenue lift with XTIVIA's Infor CRM

Mortgage Lenders of America - Customer Case Study

Mortgage Lenders of America, a private mortgage banker near Kansas City, faced lost and untracked leads coming from LendingTree, with hundreds of paper lists and no visibility into which leads reached proposal stage. To solve this, the company selected Infor CRM and engaged XTIVIA to customize and implement the system to match its loan officer workflow.

XTIVIA implemented Infor CRM with an automated XML feed from LendingTree, automatic lead assignment, status-tracking, notes and follow-up scheduling, eliminating paper and preventing lost leads. The results were rapid and measurable: close rates rose 30% (more than six additional loans per month), an added $118,000 in annual revenue, payback in under six months, and a reported 304% ROI in four months — outcomes XTIVIA’s solution delivered.

Mortgage Lenders of America

Philip Kneibert

President and Managing Member