The Challenge: Handling High-Volume Mortgage Leads
Lo Que Necesito, a mortgage startup, struggled to manage the overwhelming number of leads coming from their alliances and broker network. Key challenges included:
- Low Prioritization: Thousands of unfiltered leads made spotting high-potential prospects tough.
- Time-Consuming Processes: Brokers spent weeks qualifying leads, delaying follow-ups and losing deals.
- Lack of Coordination: External brokers didn’t have enough oversight, slowing the entire process.
They needed a way to automate and simplify lead qualification while helping brokers focus on closing more deals.
The Solution: Simplifying Lead Management with Dapta AI
Dapta’s AI agents helped Lo Que Necesito cut through the chaos by:
- Automating Lead Qualification: AI instantly evaluated leads based on mortgage readiness, interest, and transaction frequency.
- Real-Time Alerts: Brokers were notified about qualified leads with clear next steps.
- Smooth CRM Integration: Updated insights were sent directly to the CRM for targeted follow-ups.
This setup saved the team a ton of time and made it easier for brokers to work on the leads that mattered most.
The Results: Faster Lead Handling and Better Results
With Dapta, Lo Que Necesito saw:
- 80% Faster Lead Qualification: Manual tasks were replaced with quick, automated processes.
- 4x Higher Contact Rate: Brokers connected with more high-priority leads.
- 70% Lead Accuracy: Better targeting and improved follow-ups.
Dapta gave Lo Que Necesito the tools to work smarter, helping their small team handle big volumes efficiently.