[Case Study for Loan Officers] 
How Equitable Mortgage Group 4X'd Their Deals In Their First 30 Days Using TeamworkIQ Without Adding Headcount
In this Case Study, you will learn... 
In this Case Study, you will learn... 
  • How to free up more time for more leads by systematizing your existing Lead to Loan process.
  • How to respond to and engage with clients faster to secure client relationships early and establish more trust.
  • How to cut out "communication gap time" to further generate faster process cycle times to close more deals.
  • How to eliminate the time taken to scour for information by keeping important resources at your team's fingertips.
  • How to significantly reduce meeting times by letting automation track the status of assignments in progress.
  • How to harness the capabilities of automation to streamline your organization's record keeping, in order to meet industry compliance requirements.
...And much, much more!
Used By Leading Businesses
Case Study
Charlie Christensen, Loan Officer
"We closed 4x more deals in the first 30 days without adding headcount.

I no longer have to tell my team we have to defer setting up new deals. Now we can. We increased our revenues by 280% in the first 30 days.

I now have the time to close many more deals. 85% of the time I put into coordinating deal processes I can now use to service more clients and close more deals."
"We closed 4x more deals in the first 30 days without adding headcount.

I no longer have to tell my team we have to defer setting up new deals. Now we can. We increased our revenues by 280% in the first 30 days.

I now have the time to close many more deals. 85% of the time I put into coordinating deal processes I can now use to service more clients and close more deals."
Charlie Christensen, Loan Officer
Problem:
  • Too many lost opportunities and lost revenue.
  • ​Existing Lead to Loan process could not scale.
  • ​Missing info and forgotten steps taking up even more time.
  • ​Slow processes and fixing problems meant Equity Mortgage Group's team was maxed out -- could not take on more clients.
Results:
  • 4X more loans processed and deals closed in the first 30 days.
  • ​Rapid setup that took 3 business days.
  • ​Shortened lead to loan timeline.
  • ​No more time consuming errors and rework.
  • ​Increased lead to loan conversion rate.
  • ​Higher customer satisfaction and referral rate.
  • ​Instant compliance, record keeping.
Charlie Christensen 
Loan Officer
Kevin Hakman, CEO
Howard Weingram, CTO
Kevin has been building successful internet businesses since 1997.
He sold his last business to a $1 billion software company, where he met Howard Weingram.
Together, Kevin and Howard have a combined experience of over 20 years in building process automation solutions.
Throughout their career, they've built numerous systems used by banks, logistics companies, hotel chains, airlines, and more!

Their vision for TeamworkIQ is to provide business teams with the fastest, easiest, and most affordable way to automate their business processes and workflows.
TeamworkIQ comes to you from our teams in:
Silicon Valley/California/USA,
London/UK,
and Lima/Peru

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