Case Study: Filo Mortgage streamlines 24/7 scheduling with YouCanBookMe

How Filo Mortgage Streamlines Scheduling Coast-to-Coast

Filo Mortgage, led by CEO Van Richardson, wanted to offer a faster, more customer-focused mortgage experience while scaling two businesses coast to coast. The challenge was managing scheduling across time zones and around-the-clock availability without creating extra back-and-forth or slowing down the client journey.

YouCanBookMe provided a flexible scheduling solution with customizable booking pages, booking forms, and calendar integrations so clients could book on their own terms, 24/7. With YouCanBookMe, Filo Mortgage streamlined appointment booking, reduced admin work, and kept teams prepared; the company has recorded 614 lifetime bookings since becoming a customer in June 2020.

Filo Mortgage

Van Richardson

Chief Executive Officer