Case Study
Velocify LeadManager Essentials helps South State Bank close more loans and provide a better customer experience through automation
Velocify LeadManager Essentials helps South State Bank close more loans and provide a better customer experience through automation
Profile • South State Bank • Columbia, South Carolina • 160 loan officers • Lends in 8 states • $5 billion annual loan volume (2019) Challenge Reducd the number of abandoned applications without adding additional burden to their loan officers. Results • Increased number of submitted applications • Improved loan officer productivity • Accelerated prospect engagement • Increased borrower satisfaction • Additional investment in loan officer retention The challenge South State Bank is one of the fastest growing financial institutions in the southern United States, lending throughout an eight-state region, with a thriving mortgage division that’s 160 loan officers strong. Like other successful lenders, South State knew that a fast response to leads is critical to captur