TeamworkIQ – Case Study: How A Mortgage Broker Team Completed 280% More Deals Working Remotely and from Home


How Equitable Mortgage Group produced
280% more deals with a Work-From-Anywhere
team and $0 added headcount.

How did they do it? A simple, automated checklist that coordinated LO, LOA, and Processor activities for each loan.

Charlie Christensen, Branch Manager and Sr. Loan Officer at Equity Mortgage Group has been in the Mortgage Broker business for decades. But with the recent demand boom for conventional loans and refis, he and his team needed a better way to scale their operations and service more customers. Collaborating with his remote team members via email, voicemail, and daily status meetings just took too much time. Equity Mortgage Group’s team needed a solution — one where they could work remotely from home and did not need to recruit or hire more people.

Discover how TeamworkIQ’s simple, smart, automated checklists provided the answer.

Get the Automated Checklist Customize It. We can Help

Pricing starts at only $8.50/user/mo.
TeamworkIQ meets industry regulatory compliance standards

In this Case Study, you will learn…

  • How to quickly enable teams to collaborate more efficiently working in the office, remotely, or from home.
  • How scale operations without having to hire more Loan Officers, Assistants, or Processors.
  • How to cut out “communication gap time” to further generate faster process cycle times to close more deals.

  • How to eliminate the time it takes to hunt down information or figure out what information is missing.
  • How to significantly reduce “status meeting” times and make sure everyone knows what needs attention all the time.
  • How to automate processes and workflows in minutes and optionally, integrate those with the your other processes and systems.

Streamline your Lead to Loan Process

  • Eliminate wasted time and costly mistakes
  • Always know the status of every deal
  • Free up your time, get more done, and simplify your workday
automate workflows

Work From Anywhere on Any Device

Work from the office, at home, or in the field. Access everything from your phone, tablet, desktop or laptop computer.

  • TeamworkIQ runs in the most popular modern web browsers.
  • Add the TeamworkIQ app icon to your phone or tablet.
  • Access dashboards, get notifications and alerts wherever you are.
  • See your prioritized assignments and take action on tasks.
  • Attach files, photos, and videos from your mobile devices.
  • View dates and deadlines in your local timezone.
  • Access process documentation, videos, and work instructions from anywhere.
Monitor processes, take action, see priorities, get alerts from anywhere on your phone, tablet, desktop or laptop computer.
mobile workflows. Many team members completing tasks.