Direct Lending Contact Center

We transferred 300 Direct Lending Officers from an in-house contact management tool to a cloud-based CRM platform that can be customized according to our needs. Additionally, we integrated both inbound and outbound calling to leads and customers from Genesys Pure Connect to Genesys PureCloud, which helped in revamping the contact center phone experience. We also designed sales automation routines to enhance the appointment-kept rates and follow-up activities.


  • loanDepot

  • 02/23/2024

From a homegrown solution to a lead management powerhouse for Direct Lending Loan Officers.