How Groupe Orbis Put Its Whole Commercial Side on One System ❯
Industry
Commercial Mortgages
Client Type
Commercial mortgage brokerage
Focus Area
Custom CRM and LinkedIn Outreach
Timeline
CHALLENGE
Groupe Orbis has more than a thousand brokers across Canada. The commercial side is a small fraction of that, somewhere between 15 and 25 people, and it was running without a system of its own. There was no shared place to see a file, no reliable way to hand work between brokers, and years of client history sat wherever the last person had left it. On a residential file that is friction. On a commercial loan, which takes months and passes through several hands, it is a cost that compounds.
SOLUTIONS
We built the commercial side its own system, and put Jonathan's prospecting on rails.
One CRM for the Commercial Side
Built around how a commercial loan actually moves, rather than adapted from a residential tool. Every loan officer on the commercial side works in the same place.
Every Client File in One Record
Years of client data pulled out of scattered files and centralised, so a broker opens one record instead of reconstructing the history.
A LinkedIn Agent That Prospects for Jonathan
It connects with real estate firms and officers every day and books partnership meetings, without Jonathan touching it. Those partnerships are where referred deals come from.
IMPACT
One system for the whole commercial side.
15 to 25
Commercial brokers working in one system
HOW THIS WAS MEASURED
MORE CASE STUDIES
