SoftVu Case Study

Trending Upward in a Downtrending Market

Phillip Baltazar had a problem, “It didn’t happen a lot, but we were sick of seeing our customers move over to the competition. A client who recently closed a loan with us had an unexpected life crisis—his wife passed away. Distraught and in a rush, Baltazar’s client took out another mortgage—with unfavorable terms—from a competing lender. “We embrace our mission statement, ‘Your Broker for Life.’ To us, that means, ‘As life happens, if we’re not in front of our clients, we lose them.’”

Tags: Marketing Automation, Lead Management, Sales Process Automation

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