COMPANY

Case Studies

Cherry Creek Mortgage

Cherry Creek Mortgage




Cherry Creek Mortgage Counts on RingCentral
for Reliability and Responsive Support

In addition to its corporate headquarters in Colorado, Cherry Creek Mortgage Co. has 75+ branch offices across the United States. A communications platform is a critical part of the company’s infrastructure, because a tremendous amount of communication and collaboration must take place for every mortgage the company handles. Calls and documents flow constantly between the sales agents in the field, Cherry Creek personnel at headquarters (appraisers, underwriters, processors, and so on), and financial institutions.

For Dale Moxon, Cherry Creek’s VP of Facilities, reliability and good customer support are key requirements for any solution he brings into the company, and this is especially true of the communications system. “I can’t afford for our phones to be down,” he explains. “We have our branch personnel calling in discussing the status of their loan files with numerous departments. Downtime has a big impact on our operations.”

Doing away with downtime, consolidating on one solution

Days-long downtimes and constant service drops with its previous communications vendor led Moxon on a search for a more reliable solution. In addition to reliability, he was looking for a comprehensive feature set that would allow him to consolidate multiple solutions (such as phones and video conferencing) into a single platform from one vendor.

His initial research narrowed the field to three unified communications as a service (UCaaS) solutions. From those, he chose RingCentral. “When I compared the feature sets, I could see that with RingCentral I would get the most functionality for the price,” he says.

Moxon has deployed RingCentral Office® (telephony) and RingCentral Meetings™ (video conferencing) at the corporate headquarters and a number of the branch offices, and is rolling it out to additional offices on an on-going basis.

Reliability achieved, many other benefits too

Moxon got the reliability he was looking for with RingCentral. Downtimes and service drops are a thing of the past. In addition, he found numerous other advantages to going with RingCentral, such as:

RingCentral Phone™. “Our salespeople love having RingCentral on their cell phones, especially having their work number displayed when they call from their personal phones,” Moxon notes.

RingCentral-Salesforce (Jungo) integration. This was another reason Moxon chose RingCentral. All of the RingCentral communications functionality can be accessed from within Jungo, the Salesforce CRM application for mortgage brokers.

The ability to spin up new numbers quickly. This was a sore spot with the previous provider. Moxon would put in a request for a number and get no response for weeks. “With RingCentral, I can go into a portal and pick up a number and activate a phone,” he says. “That’s huge. It’s made a major difference for me in my ability to open new locations.”

Call monitoring. “The RingCentral monitoring tools are great and our network admins love them,” he adds.

RingCentral Meetings. In addition to cost savings made possible by retiring the previous video conferencing solution, RingCentral Meetings (specifically the Large Meetings license) enables Cherry Creek to conduct video training sessions for hundreds of salespeople at a time.

Someone to call who follows through. For a person with as much on his plate as Moxon, this may be the biggest benefit of RingCentral. “Compared with our experience with the other VoIP provider, RingCentral goes well beyond,” he says. “Their follow-up support is exceptional. Everyone we’ve dealt with, from our salesperson to our customer success manager to RingCentral tech support, is knowledgeable and helpful. To me, relationships are huge, and this is a big reason why I’m so happy with RingCentral.”

Company profile

Cherry Creek Mortgage Company is a privately owned and operated mortgage banking company. The company has helped more than 217,000 families finance a home.


Year founded:
1987


Website:
cherrycreekmortgage.com


Headquarters:
Greenwood Village, CO


Size:
750+ employees


“Compared with our experience with the other VoIP provider, RingCentral goes well beyond. Their follow up support is exceptional.”

— Dale Moxon,
VP of Facilities, Cherry Creek Mortgage Company

“To me, relationships are huge, and this is a big reason why I’m so happy with RingCentral.”

— Dale Moxon,
VP of Facilities, Cherry Creek Mortgage Company

“With RingCentral, I can go into a portal and pick up a number and activate a phone. It’s made a major difference for me in
my ability to open new locations.”

— Dale Moxon,
VP of Facilities, Cherry Creek Mortgage Company