CASE STUDY PRIMARY RESIDENTIAL MORTGAGE, INC. Encompass Helps Primary Residential Mortgage Drive More Business The challenge Utah-based Primary Residential Mortgage, Inc. (PRMI) began operations in 1998. Since then, it has expanded to 220 locations, and has grown to become one of the top mortgage lenders in America. In 2016, PRMI had a record year, helping 29,000 families realize the dream of homeownership. Although the company’s 736 loan officers were engaging with new customers out in the field, until recently, they had to come back to the office to start the loan process. And that presented a problem. “We had a few of our loan officers tell us that they lost a deal because they didn’t have any way to take down the customer’s information, get them a quote, or start the len

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