← All case studies
Mortgage· Independent lender
Summit Mortgage
Reached rate-shoppers before the leads went cold.
−85%
bounces on rate-alert emails
Faster
first-touch on live leads
1 step
added to lead intake
The challenge
Rate-shopper leads decay fast, and Summit's email blasts to older leads were bouncing right when rates moved.
Loan officers couldn't tell which leads were still reachable.
What they did
- 1Ran each batch of incoming leads through verification before the first outreach, validating both email and phone.
- 2Prioritized loan-officer follow-up toward leads confirmed as live and reachable.
“When rates drop we need to reach people that hour. Verifying first means our emails actually land.”
Illustrative scenario with representative numbers.
Stop wasting hours on dead leads.
Upload your list and see how clean it really is — free, in under two minutes.
100 free creditsNo credit cardCancel anytime