At a glance
- Industry
- Mortgage & Lending
- Platforms
- Salesforce Marketing Cloud
- Service
- Implementation, Optimization
- Results
- 30,000+ contacts activated
The challenge
A basic drip system only touched leads in "attempting" status, the sole technical lead was stretched thin, and a prior offshore build had been left broken.
What we did
- Full Account Engagement setup with connector configuration, domain management, and prospect syncing
- Segmented drip campaigns by lead status, loan status, denial reason, birthday, and newsletters
- Hands-on training focused on making the team self-sufficient
- Direct troubleshooting with Salesforce support to resolve configuration issues
The results
The lender activated Account Engagement across 30,000+ contacts, expanded far beyond its single "attempting" segment, and gained the confidence to build and manage its own campaigns.
The language barrier with other firms made it hard — you have quite a bit more technical expertise.
Client, Mortgage & Lending
Does this sound like your team?
- Your drip emails only reach new leads in one early status, while past applicants, closed borrowers, and denied files hear nothing.
- One technical person owns every marketing system, so campaign changes wait until they have time between other urgent requests.
- A previous contractor left the email platform partly configured, and no one is sure which settings or syncs actually work.
Where we would start
Start by checking the existing setup: connector status, domain records, and whether prospects sync correctly. A half-finished build often hides small configuration errors, and some need a support ticket to resolve. Once the foundation works, map segments to loan and lead status so every stage gets relevant messages. Train the internal team alongside the build so they can create future campaigns without relying on a single person.