AI-powered Dynamics 365 solution revolutionized operations for a leading mortgage company, automating lead qualification, loan recommendations, and content generation. By migrating from Salesforce to D365CE, the company is set to slash pre-eligibility response times by 95%, drive a 10% increase in upselling opportunities, and save up to $73K annually. This transformative solution significantly enhanced efficiency, reduced costs, and elevated borrower engagement, paving the way for sustainable, scalable growth.
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