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Brett Coca

Member since 2022


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Baytech built a custom CRM platform, incorporating a routing system that essentially routes calls as they come into individual agents based on certain criteria like state licensing and lead pipe source. Previously, the system was only capable of routing calls based on whether the agent clicked on the lead or whether it was randomly assigned. The new system builds on those two options with an additional 4–5 customizations, including one that allows agents to reengage “dead” leads.They're not only experts in providing technology solutions for companies but are also very familiar with the mortgage industry. Other members of their team took the time to learn about our industry and whiteboard some ideas as needed. We mostly communicated through email, phone, Slack, or the built-in chat feature they have that allowed us to reach them easily at any time.The system quickly became a competitive advantage, providing accurate and actionable insights to agents and the company. By directing agents to perform the most impactful activities, the use of Prime provided measurable gains in both sales and efficacy. The result was a reliable mortgage call center CRM that ensured success for the company and its agents.

2022-01-20 at 23:08:33
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