How US Funding saw massive productivity & revenue growth?

US Funding is a real estate company that primarily focuses on processing mortgages. Specific key areas they serve are real estate, home loans, and sale from the seller and client.

US Funding believes in simplifying the mortgage processes.

US Funding’s priority business function revolves around connecting with leads at the right time with the right offer. And, real estate sales are, as we know, already a plateful to manage.

So, they were in search of a CRM that offered solutions like calling, text-messaging, email marketing, lead and contact management, and more, within one ecosystem.

One more thing Eddie (Owner of the company) was looking for was the freedom to integrate different tools with the primary CRM. But that was also not so ‘easily’ possible with the other options that Eddie had explored.

This was Eddie’s experience while searching for a CRM:

“Prior to Salesmate, we tested out multiple CRMs for US Funding. We explored Salesforce, Pipedrive, and many more. But none of them could provide us with assurance.

And, all of them required additional setup and add-ons to execute basic functions. Then we came across Salesmate. And, it has been the go-to solution for us ever since.”

Here’s how Salesmate changed the way US Funding connects and operates with clients:

After US Funding adapted Salesmate into their work processes, the way they connected with leads became more centralized and seamless. Because of this, they now have easy connectivity with prospects.

With features like Built-In Calling and Text Messenger, connecting with leads became much easier and quicker than before.

Now sales teams don’t have to focus on worrying about what was their last point of communication with the clients. Salesmate’s timeline entries keep them updated all the time.

They could pick up right where they left off and close the deal.

One other primary requirement of US Funding was being able to integrate other real estate tools with one software and simplify workflows.

With Salesmate, this was a piece of cake!

US Funding seamlessly integrated with one of the loan origination platforms ‘Arive’ to manage their loan applications.

And one more place where they utilized integrations, was connecting the Facebook lead forms directly to Salesmate.

Additionally, this freedom to integrate flexibly with other tools made it trouble-free for US Funding’s sales teams to engage with leads and manage them in a centralized place.

After implementation of Salesmate in US Funding’s marketing and sales practices, efficiency of the business improved quite a lot.

Prior to Salesmate, US Finding was handling a handful of loan applications. After Salesmate, they have seen a massive jump of 4X in this segment.

Communication with clients became more organized and seamless. The overall productivity of the teams increased, as it became uncomplicated to hold everyone accountable. As a result, the brand is aiming to 2X their revenue this year.

On the whole, Salesmate transformed the way US Funding’s sales teams operated and provided a new way of closing business.