Automated Client Follow Up for a Mortgage Lender

Jason Fransos at Delmar Mortgage needed to stay in touch with prospects and past clients without writing every follow-up by hand. Searching mortgage guidance also took time away from client conversations.

I built automated text and email follow-up and an AI document-search system for mortgage guidelines. The workflows help him keep communication consistent and find relevant information when clients have questions.

In his published case-study feedback, Jason reported a higher contact ratio, faster access to mortgage guidance, and more responsive client conversations without adding to his workload.