Mortgage Profitplan

About Client

Fueled by a passion for empowering loan officers, he navigated challenges to create the Agent Profit Plan. Seeking a streamlined solution, Tim aimed to connect loan advisors with agents for guidance, allowing him to efficiently oversee his business activities. Our collaboration centers on enhancing this innovative approach to benefit Tim’s vision and overall business success.

The Agent profit plan helps to realize that customers can double their business by focusing on targeted planning, action, and follow-up activities as well as developing some new habits. It answered the “what they can do to increase their business” with a personalized report based on my current business performance.

Agent profit plan is built for sales coach who helps loan officers/agents build their business aggressively and accurately. Agents can sign up with basic details, and they can take assessments. During assessments, they can see real-time charts of progress and results. Admin can define questions category-wise and can re-arrange. After the assessment, the Agent will receive an email with a PDF of the question-answer and result. It also offers relevant training materials, call scripts, and demos for agents to learn from and enhance their skills.

Project Overview

Tim initially managed his business operations through Excel sheets, keeping track of new agents, advisor details, and other critical data. However, this approach presented significant challenges. Accessing specific information about agents, their performance, revenue, or challenges was cumbersome and time-consuming. Since agents operated under advisors and lacked direct contact with Tim, staying updated on their progress became even more difficult. Additionally, Tim relied on multiple expensive and complex software tools to provide training and coaching materials to advisors, further complicating his workflow.

Recognizing these inefficiencies, we collaborated with Tim to understand his business requirements and pain points. This led to the development of the Agent Profit Plan, a streamlined, centralized solution designed to transform how he manages his operations. The tool empowers Tim to monitor every aspect of his business efficiently, eliminating the reliance on scattered spreadsheets and disparate software systems.

With the Agent Profit Plan, Tim can now upload and share training materials and coaching resources in a single platform, simplifying communication with advisors. The solution provides a comprehensive view of agent performance, allowing advisors to easily evaluate growth rates and address challenges. This one-stop tool has not only streamlined Tim’s operations but also enhanced his ability to boost revenue and foster sustainable growth.

The implementation of this solution has eliminated the need for direct oversight of agents, enabling Tim to focus on strategic growth while ensuring smooth day-to-day operations. The success of this project exemplifies how tailored technology solutions can simplify complex business processes, driving efficiency and scalability.

Meet Our Team

Paresh Kapuriya

Founder

Manthan Bhanvadiya

Delivery Head

Nandlal Kaneriya

Project Lead

Pratixa Patel

Sr. Team Lead