Profile • Virginia Credit Union • Richmond, Virginia • 300,000 members • $450 million average annual mortgage loan volume Challenge Find a more efficient, automated lead distribution and management system to increase inquiry-to- contact, increase conversions, and give sales managers visibility into loan officer activity. Results • Reduced time-to-contact from 1–5 days to 3–5 hours • Increased conversion rates from 17–18% to 24–27% • Extended lead conversion time frames from 60 days to one year • Achieved 90% same-day contacts • Increased loan officer productivity The challenge Virginia Credit Union (VACU) is known for going above and beyond to serve its members, from providing financial education and advice, to doing everything possible to make member’s lives easier.

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