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Kentucky Mortgage Case Study; the Benefit of Lead Software

Leads360's best clients have participated in case studies and share lead management best practices and solutions for improving return on investment

Leads360 Case Study: Kentucky Mortgage

Leads360's features and reporting best competitors for Kentucky Mortgage Company.

Challenge:

  • Unhappy with current lead management software's lack of features
  • Lacked reporting of leads data and follow-up activity
  • Wanted to find a more robust application

Solution:

  • Added multitude of new features to lead management operations with Leads360
  • Used customization functionality to tailor the Leads360 web software to their specific needs
  • Leveraged Leads360's reporting capabilities to run frequent reports for management and employees

Results:

  • Improved ability to follow up with leads and track data
  • Boosted morale and productivity with practical and usable features
  • Provided quick implementation with smooth transition from old application to Leads360

As a 30-year veteran of the mortgage lending business, Kentucky Mortgage Company has built a solid reputation for providing quality customer service and offering their borrowers the best rates. In addition to their knowledge of customer service, they also know the best industry tools for keeping their company ahead of their competitors. That's why they looked to Leads360 to solve their lead management challenges.

"We were unhappy with our lead management system because it lacked the features that we needed to increase our efficiency. Plus, it didn't give us any way to track the data that we needed to better communicate with our prospects and manage our loan officers," said Eric Wolterman, internet administrator for Kentucky Mortgage Company. "Once I saw the functionality offered by Leads360, I was anxious to make the change."

The specific Leads360 features that appealed the most to Wolterman and Kentucky Mortgage were the number of features offered, the ability to customize the view screens and the wide range of reports generated. Since using the Leads360 web application, Wolterman says they are now able to do more follow up, easily search for specific types of leads and deliver regular reports to management and employees.

"Working with Leads360 has been a very good experience. All of our employees using the system agree that Leads360 is a huge improvement over the previous software we were using," said Wolterman. "And from an IT perspective, Leads360 has made it easy for me to transition to their application."