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Mortgage Industry

About the Company:

Castle Point Mortgage is committed to making the process of buying or refinancing home as simple and as affordable as possible. Castle Point Mortgage representatives understand the complex needs of today's borrowers, and are equipped to suit them with over 85 different loan programs. Castle Point Mortgage differentiates itself from other mortgage brokers through its loan officers expertise, the number of programs offered, the speed of borrower request processing, and above all an excellent & instant customer service.

Problems faced

Daniel, IT Director, Castle Point Mortgage receives about 2,000 e-mails weekly and had a tough time in segregating, extracting and updating the in-house mortgage system

“We wanted to fill the mortgage system with the incoming leads which
was manually typed in, that was time-consuming and prone to typos.
We needed a solution that can automate this entire process.”

Daniel wanted a solution that can automate the entire workflow of downloading e-mails, extracting lead information from them and updating the mortgage system with it.


eGrabber solution


Daniel tried eMail-Lead Grabber and found it to be the perfect solution he was in need of, to automate the entire lead processing workflow. During the evaluation, Daniel found eMail-Lead Grabber to be robust and consistent in processing emails and automating data entry.

“We are impressed with eMail-Lead Grabber's ability to scale and achieve consistent data entry and auto-calculations”

eMail-Lead Grabber also helped Daniel with the problem of calculating loan details. eMail-Lead Grabber was able to consistently fill the fields in Access, which in turn was integrated with SQL for a full lead management solution.

Daniel was impressed with eMail-Lead Grabber ability to automate the entire workflow and purchased the product

“Great Tool for Automation of Email Leads, It is a must have tool
for every Lead eMail Manager”

Using eMail-Lead Grabber, Daniel was able to process loan applications faster and spend more time with customers than time-consuming data entry.

“Lead processing was completely automated and we were able to
serve the customers faster than our competitors which resulted in
satisfied customers”


Stay Ahead of Competitors using eMail-Lead Grabber

eMail-Lead Grabber
Free Trial - Email Capture and Web Form Processing Software
 
Quote / Testimonial

"Lead processing was completely automated and we were able to serve the
customers faster than our competitors which resulted in satisfied customers".
-Daniel, IT Director, Castle Point Mortgage

Problems Faced

Manual Processing of Loan request emails was time consuming and prone to typos

Benefits for Castle Point Mortgage

Able to process applications faster.
Increased Employee Productivity & Customer Satisfaction.