lead generation process

Suma Soft helped leading mortgage group to automate the lead generation process

Client’s Background

The client is a leading mortgage service provider from the USA. They have a strong background in modern infrastructure and state-of-the-art technologies to offer loan facilities such as home loans. A team of well-experienced loan officers are always available to answer any questions and provide customers with the guidance they need to choose the best loan according to their financial situation.

Project Requirements

With growing demand and vast business exposure, the client faced certain challenges with lead generation activities. They collaborated with nearly 17 partner websites that can help them to generate leads digitally. Each task was being manually assigned to the sales team. Thus, the process was tedious and cost consuming.

Therefore, the client wanted to


We at Suma Soft understand the client requirement thoroughly and offer a robust solution that can help them save their time and increase the team’s productivity.

Our professionals offered:

Features of our Offered Solution:

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