Operations

Transformation from Inefficient Software to a Unified Airtable System for this Mortgage Broker

What We Accomplished

80%

Optimized Processes by Reducing Automations from 73 to 15

15

Key Workflows

1

Centralized Company System
HawaiiVA Loans
HawaiiVALoans helps provide the best loan options to veterans and their families. They help Veterans realize their dreams of Hawaii homeownership by simplifying the VA home loan process.
Industry:
Financial

Challenge

HawaiiVALoans struggled with inefficient software across marketing, clients, and HR and needed to a streamlined system and automation workflow to avoid losing important data and increase effectiveness overall.

Solution

We designed and built an Airtable base to be the “source of truth” to filter data from all their systems, like their Sales CRM, Email automation platform, and others. The system included a user-friendly interface within Airtable to provide team members with a simple and intuitive platform.

Result

They now have a comprehensive view of all customer data, providing insights into customer behavior and interactions. With automation, we were able to reduce manual labor time and cost.

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Rafael Rashid, Founder

Good Hustle Group

Sergio has been the best to work with. Nothing is ever a problem. Sergio has taken our ideas and worked them into a functioning base. He is very easy to work with. I highly recommend.

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