How CapWest Home Loans Sped Time-to-Contact and Conversions

CapWest Home Loans, a division of City Bank of Texas, has been a visionary company since its founding in 2005. For more than a decade, they have been delivering an unprecedented level of borrower convenience and service. So, when CapWest needed to find a more effective way to manage their leads, they carefully vetted the different lead management solutions on the market.

“At the time, we were using our pricing engine for lead management. It didn’t have an automated dialer and couldn’t automatically pull in new leads from our aggregators,” explained Brad Sikes, senior business systems analyst for CapWest Home Loans. “All of those factors slowed down our speed-to-contact.”

In the end, they found a clear winner in Velocify® by Ellie Mae® and now utilize valuable capabilities such as lead scoring to identify priority leads, Velocify Dial-IQ to take action quickly while on the phone with customers, SMS text messaging to text leads as soon as they come in, as well as automated tasks at the front end of the origination process which shaved 5 days off of their turn times.

Watch the below video to see Sikes share more about why they selected Velocify and how Ellie Mae helped them improve their contact rates by 10%.



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