Case Study: Pretto streamlines mortgage workflows and saves 2,000+ hours with Zapier

Pretto saves 2,000+ hours and boosts revenue 10% with Zapier

Pretto, a mortgage and fintech company, faced a significant challenge when rising mortgage rates froze the housing market in 2022, rendering its brokers unable to operate effectively. The company needed to pivot its business model quickly to survive the crisis.

Using Zapier, Pretto automated its contract workflows by integrating with Dropbox Sign, Slack, and Google Sheets. This solution enabled a swift pivot to consultancy services. The automation resulted in consultancy contracts representing 10% of annual revenue, saved over $10,000 and 2,000 hours per year, and streamlined complex data transfers with 16 different banks.

Pretto