Urgent Leads Case Studies

Helping Clients Solve Real Business Problems

Federally Chartered National and Regional Banks

Opportunity: A large national bank with multiple branches needs to distribute and effectively manage their existing base of past clients in order to capitalize on market changes.

Solution: Work with team to establish workflows, marketing methodologies, and train agents and call center reps on improving processes, implementing lead management and creation of communication models.

Results: 300% increase in production over prior year with addition of workflows and methodologies.

National Home Builders and Captured Mortgage Lenders

Opportunity: Major national home builder needs to update 100,000+ home buyers contact information and institute a methodology of distributing data based on geography, agent capability, skill sets, and products.

Solution: Develop strategy of on-site training, market development, lead filtering, distribution workflows, marketing campaigns, and lead management tools.

Results: 3% application rate from inactive listings

National Mortgage Banks and Regional Mortgage Brokers

Opportunity: National lender needed to improve marketing and contact of 15- 30 day old leads, while increasing the efficiency and scale of the organization.

Solution: Lead provider recommendation, negotiation, and implementation, along with training, marketing models, campaign management, and lead optimization.

Results: Increased applications 5% over previous average. Increased production while cutting costs by 10%.