RoundPoint Mortgage Turns to Digital Engagement to Service Homeowners The Intelligent Cloud Contact Center RoundPoint Case Study Company Profile RoundPoint Mortgage is one of the nation’s largest, fully integrated, non-bank mortgage servicing companies with offices located in Fort Mill, SC and Dallas, TX. RoundPoint receives over 570,000 calls a month. Industry Financial Website roundpointmortgage.com Challenges • Previous legacy system lacked a predictive dialer • Lacked administrator features and capabilities • Needed real-time, robust reporting • Inability to scale Benefits • Improved customer experience by allowing customers to be serviced via chat, email, and voice • Ability to handle off-hour inquiries and leads through email or scheduled callbacks • Improved a

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