Case Study Upland InGenius and Salesforce Omni-Channel Improve Agent Productivity For United Wholesale MortgageINDUSTRY Finance COMPANY United Wholesale Mortgage Pontiac, MI www.uwm.com KEY IMPACTS • 50% increase in cases handled per day • 23% increase in NPS score Since implementing Upland InGenius blended agent with Salesforce Omni-Channel, the United Wholesale Mortgage (UWM) client services team has increased their agent productivity by 50% and improved customer satisfaction by 23% - an important achievement for a company who prides itself on ensuring their clients enjoy doing business with them. 2“Implementing Upland InGenius was smooth and simple. It wasn’t a lot of effort to have such a huge impact on our organization.” – Justin Glass Chief Digital Officer Th

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