Case Study Detail
Flexpoint Inc — Mortgage Website & Automated Lead Generation System
CRM
Zapier integration
Impact
Built for measurable growth
- Increase in Qualified Lead Submissions
- +69%
- Improvement in Lead Conversion Rate
- +58%
- Reduction in Manual Lead Handling
- +52%
Platform Design Structure
Flexpoint Inc requires a structured digital platform to present mortgage and home financing services while capturing customer inquiries efficiently. Tekcorp designed and developed the website from the ground up with a clean layout, service-focused pages and conversion-driven user flow. The platform enables users to easily explore loan options, submit inquiries and connect with the team, creating a smooth and optimized lead generation experience for potential borrowers nationwide.
Technology Stack & Integration Tools
The platform is developed on WordPress to support flexible content management and scalable performance. A structured lead generation system was implemented using website forms to capture user inquiries efficiently. Zapier integration was used to automate data flow between systems, while Insellrate CRM was integrated to manage leads, track customer interactions and enable automated follow-ups, ensuring a streamlined and efficient lead management process.
Case Study
Flexpoint Inc
Flexpoint Inc. operates in the mortgage and home financing industry, providing loan solutions and financial services to customers. Initially, the business lacked a structured digital platform to capture and manage leads effectively. Lead handling was manual, follow-ups were inconsistent and there was no automated system to manage customer inquiries, which limited conversion and operational efficiency.
Tekcorp addressed this by developing a complete website and integrating an automated lead generation and CRM system, enabling structured lead capture, real-time data flow and efficient customer management to improve conversion and streamline operations.
Challenges
Core Business Challenges
No Structured Lead Generation System
There was no optimized system to capture and manage customer inquiries through the website.
Manual Lead Handling & Follow-Ups
Leads were handled manually, resulting in delays, inefficiencies and missed opportunities.
Lack of CRM Integration
There was no centralized system to track leads, manage customer data or automate follow-ups.
Solutions
Implemented Solutions
- 01
Website Development & Optimization
A complete WordPress website was developed to present mortgage services clearly and support user inquiries through structured pages.
- 02
Lead Generation System Setup
Conversion-focused forms were implemented to capture qualified leads directly from the website and improve customer inquiry management.
- 03
Zapier Automation Integration
Zapier was integrated to automate lead data transfer between systems, reducing manual effort and improving efficiency.
- 04
CRM Integration (Insellerate)
Insellerate CRM was integrated to manage leads, track interactions and automate follow-ups, ensuring a structured lead management proces
Results
Business Impact & Growth
Through Tekcorp’s implementation, Flexpoint Inc. established a structured digital platform with an automated lead generation and management system, improving both efficiency and conversion.
The platform streamlined lead capture, enabled faster response times and created a more organized system for managing customer inquiries.
As a result, Flexpoint Inc. achieved a +69% increase in qualified lead submissions, a +58% improvement in lead conversion rate and a +52% reduction in manual lead handling, strengthening its digital operations in the mortgage and home financing sector.
