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Mortgage and Lending

Rate shoppers fill out five forms in one sitting. Whoever calls back first usually gets the application.

BK
Brian Kowalski
Loan Officer
48 seconds
Average time to first contact
6
Additional loans closed in 2 months
$27,500
Estimated commission earned
Results measured over 2 months
an independent mortgage brokerage working with a handful of loan officers

The problem

Brian's brokerage generated rate quote leads through online ads, but borrowers comparing rates were almost always filling out the same form with two or three other lenders at the same time. His team's average callback time was around four hours, which meant they were regularly losing borrowers who had already committed to a faster competitor.

What changed

He set up instant calling on every rate request, covering basic eligibility like income range, credit tier, and loan purpose, and booking a call with a loan officer directly for anyone who qualified.

The result

Brian said his callback time dropped from hours to under a minute, and applications started coming in from borrowers who told his officers outright that he was the first person to actually call them back. He closed several additional loans in his first two months that he directly credits to being first.

Rate shoppers fill out five forms in one sitting. Whoever calls back first usually gets the application.

See what this looks like for your business

Fifteen minutes is enough to show you a real call, start to finish.