HLP’s New CRM Saves Flynn & Co 7 Hours in a Single Day
Industry
Technology
Challenge
Flynn & Co faced long hours and inefficient processes with their previous CRM system, which required up to two hours to submit a single mortgage case, leading to late nights and high stress levels.
Results
With HLP's new CRM system, Flynn & Co dramatically reduced their submission time, completing five mortgage cases in just three hours, a task that previously took ten hours.
Product
HLP CRM
7 hours
Time saved in a single day
35 minutes
Average submission time per case
5
Total applications completed
2 hours
Previous time required per case
I sat down with drinks and snacks ready for a 10-hour grind, submitting five mortgage cases. Each case used to take up to two hours with our old system. But with only five days of CRM experience and one training session under our belt, we completed all five applications in just three hours.
Flynn & Co Adviser
Adviser
It’s a breath of fresh air. I got to spend time with my family instead of being glued to my laptop. That hasn’t happened in a long time.
Flynn & Co Adviser
Adviser
About Flynn & Co
Flynn & Co recently joined HLPartnership from another mortgage network. They are a dedicated mortgage advisory firm, renowned for its commitment to providing personalised and efficient mortgage solutions to its clients.
The Challenge
Flynn & Co, a dedicated mortgage advisory firm, struggled with their previous CRM system. Each mortgage submission took up to two hours, resulting in long working hours and significant stress for the advisers. The inefficiency of the old system was a major bottleneck, preventing the firm from maximising its productivity and providing timely services to clients.
The Solution
Flynn & Co discovered HLPartnership's CRM system, an in-house developed solution designed to streamline and enhance the workflow of mortgage advisers. After considering various options, they decided to adopt HLP's CRM due to its promise of efficiency and ease of use. 'I sat down with drinks and snacks ready for a 10-hour grind, submitting five mortgage cases. Each case used to take up to two hours with our old system. But with only five days of CRM experience and one training session under our belt, we completed all five applications in just three hours,' shared a Flynn & Co adviser. The implementation of HLP's CRM system was straightforward, with the advisers quickly adapting to the new, more efficient workflow.
The Results
The impact of HLP's CRM on Flynn & Co was immediate and substantial. The firm saw a dramatic reduction in submission time, completing five mortgage cases in just three hours a task that previously took ten hours. This resulted in a time saving of 7 hours in a single day. 'It’s a breath of fresh air. I got to spend time with my family instead of being glued to my laptop. That hasn’t happened in a long time,' expressed another adviser from Flynn & Co. The new CRM system not only enhanced productivity but also improved the work-life balance of their employees, making the mortgage application process more efficient and less stressful.
