The A-Team Lending is a California-based mortgage broker with over a dozen full-time employees and 20 commissioned salespeople. The A-Team hired process consultant Cary Wan to handle their marketing and improve their business systems
Within the first month Cary has already managed to fully automate a large chunk of their HR systems which would otherwise require them to cover at least $30,000 extra in staffing costs to do manually.
A-Team Lending is rapidly scaling up and adding new salespeople to its team. This level of growth drove the firm to make big changes to the way they approach the onboarding process.
Why the A-Team needed Process Street
Instead of bogging the new hire down in a stack of forms to scan, sign and print, Cary uses Process Street as a trigger for form automation, allowing both him and his new hires to save hours per week on repetitive data entry.