Sidepart Helps Drive 89% Growth by Bringing Home Lending Into The Future.
Clinton Wilkins Mortgage Team
A community first mentality is what this mortgage brokerage is all about. In fact, it’s so important that Clinton, owner at Clinton Wilkins Mortgage Team, authored a book, “Confessions of a Halifax Mortgage Broker” with the goal of making the industry more accessible to the public.
Their focus is to build relationships with their clients because they understand that homeownership is a human experience. The team provides lending services for everybody from new home buyers to those living in Canada for the first time.
Clinton Wilkins Mortgage Team was in search of new ways to connect with their clients and create a stronger digital presence. They wanted to move forward with a data driven approach and their team engaged Sidepart to design an end-to-end strategy that would bring home lending online.
The team needed to shift towards a data driven decision making process that would allow for more in-depth consumer insights. We helped save 300 labour hours annually, shorten deal time by 50%, and increase revenue by 89%.
Project
Digital Audit
Client
Clinton Wilkins Mortgage Team
What We Did
Responsive Web Design
Process Automation
Systems Audit
Performance
This combination of custom tools, reporting, and insight allowed Sidepart to optimize their workflow and find new opportunities. We leveraged custom software, automation, and hands on training to enhance internal processes, along with website and communication upgrades to improve the customer experience.
More than
300
Hours Saved Annually
More than
50%
Decrease in Deal Time
More than
89%
Increase in Revenue
The Results
Custom tools were only one piece of the puzzle. Sidepart found a number of other opportunities after performing a complete digital audit. Some of the other areas we helped with were:
- Office Tech Upgrades
- Improved Lead Tracking
- CRM Upgrades
- Content Calendar & Asset Creation