Case Study

Mortgage Solutions leaves nothing to chance—and everything to InsightsTM

Mortgage Solutions leaves nothing to chance—and everything to InsightsTM

Profile • Mortgage Solutions, LLC • St. Charles, Missouri • $136M in loan originations (2020) • Both CUSO and mortgage lender Challenge Find a fast, easy way to extract relevant industry, peer and benchmarking data; check rates; identify strategic growth opportunities; and pinpoint areas for operational improvement. Results • Saved 30 minutes to 1 hour per week on manual rate searches • Increased pull-through rates from 60% to 75% • Reduced time to close by 5 days • Eliminated operational bottlenecks • Effectively aligned resources and marketing dollars to capitalize on growth opportunities • Improved digital marketing efforts The challenge Mortgage Solutions is an organization that thrives on capitalizing on opportunity. This wholly owned subsidiary of Vantage

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