Client Overview
The client is a mortgage lending firm serving residential and commercial borrowers. As lead volume increased, the internal sales team struggled to consistently follow up with prospects and schedule qualified appointments.
Business Challenge
The firm faced several operational challenges:
- Inconsistent follow-up with inbound and outbound leads
- Low contact rates during peak inquiry periods
- Loan officers spending time on calls instead of closing deals
- Missed appointment opportunities after business hours
These challenges limited conversion efficiency and slowed pipeline growth.
Solution Provided by AGT VA 360
AGT VA 360 deployed a dedicated appointment setting team trained specifically for mortgage and lending workflows. The solution included:
- Lead qualification based on borrower criteria
- Outbound and inbound appointment setting calls
- Calendar scheduling and confirmation
- CRM updates and reporting
- Script-based conversations aligned with compliance guidelines
All agents followed the firm’s communication tone and regulatory standards.
Implementation Process
- Review of lead sources, scripts, and qualification rules
- Agent training on mortgage products and borrower profiles
- Appointment setting operations launched within days
- Ongoing performance tracking and optimization
Results Achieved
Within the first month of outsourcing appointment setting, the mortgage lending firm experienced:
- Increased booked and confirmed appointments
- Faster response times to new leads
- Improved productivity of loan officers
- More consistent follow-up across the sales pipeline
Loan officers were able to focus on consultations and closing loans instead of managing calls.
Key Takeaway
By outsourcing appointment setting to AGT VA 360, the mortgage lending firm built a scalable, compliant lead-to-appointment system that improved sales efficiency without increasing internal staffing costs.
