2025 February IssueExpert Analysis

Getting Remarkable ROI Is Possible

In the competitive mortgage lending landscape, Agave Home Loans has emerged as a prime example of how embracing AI-powered solutions can drive significant business growth. By implementing Insellerate’s AIthena platform, Agave has experienced a transformative impact on its operations, particularly in lead management and conversion rates.

Impressive Return on Investment

The implementation of AIthena has yielded remarkable results for Agave Home Loans in a short period. Marshall Gottlieb, CEO of Agave Home Loans, shared his enthusiasm about the platform’s performance:

“The numbers have shown a significant return on investment. In just the first 90 days of monitoring, we’ve seen a 9X ROI solely from using the intelligent lead scoring to create workflows that ensured high-potential leads were followed up with first. Additionally, we’ve leveraged the lead scores to rehash viable deals that our original loan officers might have missed.”

This statement underscores the powerful impact of AIthena’s intelligent lead scoring and workflow optimization capabilities. The 9X ROI within the first three months is a testament to the platform’s ability to quickly identify and prioritize high-value opportunities, allowing Agave’s loan officers to focus their efforts where they’re most likely to yield results.

Key Benefits Realized

Intelligent Lead Prioritization: AIthena’s advanced algorithms have enabled Agave to automatically identify and prioritize the most promising leads, ensuring that valuable opportunities are never missed.

Optimized Workflows: By creating automated workflows based on lead scores, Agave has streamlined its follow-up processes, ensuring that high-potential leads receive prompt attention.

Uncovering Missed Opportunities: The platform’s ability to rehash and identify viable deals that were initially overlooked has opened up a new revenue stream for Agave, maximizing the value of their lead database.

Improved Efficiency: With AIthena handling the complex task of lead scoring and prioritization, Agave’s loan officers can focus their time and energy on building relationships and closing deals.

Long-term Impact

The success Agave Home Loans has experienced with AIthena goes beyond immediate financial returns. By leveraging AI to enhance its lead management and follow-up processes, Agave is positioning itself for sustained growth in a highly competitive market. The ability to quickly identify and act on the most promising opportunities gives Agave a significant advantage in customer acquisition and retention.

Marshall Gottlieb’s endorsement of AIthena’s performance highlights the platform’s potential to revolutionize mortgage lending operations. As Agave continues to refine its platform use, it’s likely to uncover even more ways to leverage AI for business growth and customer satisfaction.

This case study is a compelling example of how AI-powered solutions like Insellerate’s AIthena can deliver tangible, significant results in the mortgage industry. For lenders looking to enhance their operational efficiency and boost their bottom line, Agave’s experience with AIthena offers a clear roadmap to success.