Case Study: Peoples Bank 855-973-1646 • insellerate.com Research shows more and more home buyers are going online to not only search for houses, but also to shop for home mortgages. Consumers who “raise a digital hand” expect a response within 24 hours and those companies first to respond gain a competitive edge and are better positioned to close the deal. The Peoples Bank branch in Newport Beach, CA had been using a CRM system to manage their leads but wanted to see if new technology was available that would enable their marketing and sales management to be both more effective and more efficient and easier to use for their sales team. Because InSellerate was specifically designed to meet the needs of the mortgage industry, they chose to test the technology at one of their branches

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