The introducer client came on board in mid-2018 and have been able to utilise as many HubSolv features to benefit their process as possible. Their primary focus is to accept leads from their various providers/campaigns and package them to associated IP firms.
They started with 4 users and began assigning specific roles and capabilities the users will have throughout the system. They now have 21 users with clearly defined roles working towards packaging cases and using the full extent of the system.
Since coming on board (July 2018), the client in question has passed over 250 fully packaged cases to IP firms and have then gone on to have their IVA (Trust Deed in Scotland) approved by creditors with the pre and post-appointment stages also managed within HubSolv. This is also backed up with their use of calendar integrations with the associated IP firms to easily book appointments.
The client also benefits from pulling in Lead Information via their API if the lead comes in via an online form or from other locations.
The client's use of HubSolv Messenger has led to them conducting over 1000 credit searches to gather information and build cases on a lead's level of debt as well as using HubSolv Messengers' other functions including bank connects and document uploads.
Within HubSolv, clients can use SMS functionality to reach out to leads for various reasons and can do this as part of a bulk action or individually or as part of an automated action within any given campaign. This client, in particular, has sent over 70,000 SMS messages via their HubSolv across all of the forms mentioned.
Using HubSolv's two different report builders has allowed the client to manage their system more effectively by allowing them to send user created reports via email on a daily or weekly basis, depending on the report requirements. so far they generate 12 daily reports being sent to various people within the business to monitor progress across the system. These reports range from data including the number of leads coming in from a particular source to how many leads are processed to 'agreed' status.
They also benefit from producing Wallboards whereby they can track certain data in real time all based within their HubSolv home screen in a user-friendly way. depending on the user's role and capabilities, each user has been set up with 2 wallboards where they can view the day's leads and what their current status is.
If you would like to know more about any of the features discussed in this case study, contact helpdesk@hubsolv.com or take advantage of the rest of the Knowledge Hub by clicking on the links below.
Getting Started With Wallboards
API From External Systems / Diallers
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