BIRDSALL INTERACTIVE SUCCESS STORIES

Residential Pacific Mortgage

Issues:

• RPM, the largest mortgage and private lender in Northern California, needed a CRM tool that was effective, yet easy enough for loan agents to use.
• All agents use different ways of marketing to and following up with their clients.
• RPM wanted to create one robust intranet for all agents to use that was easy to use and replaced all of their current tools (i.e. ACT, Excell, written notes)

Challenge:

• Ensure all content on the site is what the agents want and need
• The launched product needed to be easy to used and there fore utilized by all agents at all technology levels

Solution:

• Birdsall Interactive used the existing Beta site created by RPM and ran internal interviews for two days.
• Using a scripted series of questions, Birdsall Interactive was able to walk each agent through a series of tasks and document personal user experience.
• Birdsall Interactive used the findings to create a detailed report of recommendations that fit into the established budget and scope of work set forth by RPM.
• A detailed wire frame was created to demonstrate the new UI and the tools that would be vital to the loan agents.

Result:

• Birdsall Interactive designed and built the ASP templates for an on time and on budget launch. The new CRM tool has receive a thus far positive response and adoption rate has steadily increased.