Case Study: Barrington Capital
Changing Lead Management Application Boosts Productivity for Barrington Capital
Challenge:
- Limited growth due to inefficient lead management system
- Frustrated by time wasted clicking through screens to get lead contact information
- Needed to reduce time required to make follow up contacts
Solution:
- Chose Leads360 for ease-of-use and highly customizable features
- Customized lead view screen to give loan officers one view of information needed to do daily follow up
- Created custom management reports to see all loan officer activity and better manage for improved productivity and improve reward system
Results:
- Doubled number of contacts made by loan officers every day
- Improved daily productivity and boosted close rates with improved efficiency
- Reduced downtime with faster, more complete customer support
Barrington Capital, a leading mortgage lending company based in Southern California, knows the formula for making appropriate changes and growing their business. In fact, in fewer than 25 years the company has expanded into 25 states with 500 employees. When the company found their lead management software not providing the efficiency they needed for growth, they looked for a better solution.
“With our previous lead management system, just getting to the contact information for our leads was time consuming and sluggish,” said Kevin Smith, Production Manager at Barrington Capital. Smith is responsible for the operations of the company’s lead management. “Our lead management system was wasting our loan officers time because they had to click into several screens just to get phone numbers. It was inefficient and frustrating.”
Smith and Barrington Capital were pleasantly surprised by the ease-of-use and customizable features of Leads360’s lead management application. The features specifically addressed their challenges with efficiency and instantly improved the way the company’s loan officers followed up with and closed leads. Plus, the system’s customizable reports have enabled Barrington management to see all of the loan officer’s activity and manage them daily to be more productive. According to Smith, Leads360 is already making an impact on the company’s return on investment.
“Using Leads360, our loan officers can contact twice as many leads every day as they did before. With Leads360’s customizable lead view screen, we get a complete snapshot of the information we need on one screen, allowing us to drill down through leads and quickly make our follow ups. Our loan officers are spending less time clicking screen to screen and more time making contact with leads” said Smith.
In addition to the greatly improved lead management system from Leads360, Smith also is impressed with the highly responsive customer support. “Every question we’ve had about using the system has been satisfied quickly and thoroughly. Although we use the online support almost daily, when the question takes more time, Leads360 always picks up the phone to call us and make sure our issue is solved and we’re quickly back to work”