Maximizing Workforce ROI: Lessons from Preferred Rate Mortgage & ActivTrak
Unlocking Productivity Gains & Financial Impact with Workforce Analytics.
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Join Chris Lekousis, VP of Operations at Preferred Rate Mortgage, and Gabriela Mauch, Chief Customer Officer at ActivTrak, for an inside look at how Preferred Rate used workforce analytics to uncover inefficiencies, boost productivity and strengthen a culture of trust — all without adding headcount.
As the mortgage industry shifted from record volumes to margin pressure, Preferred Rate turned to ActivTrak to:
- Unlock capacity to meet demand without increasing FTEs
- Identify workflow inefficiencies in their technology, driving platform and process improvements
- Reshape technology strategy and vendor decisions using data
- Build transparency and trust using analytics as a growth tool, not surveillance
Discover how workforce data helped Preferred Rate align cost, capacity and culture — and get practical advice for leaders seeking to turn analytics into a strategic advantage.
Can’t make the session? Register anyway and we’ll send the recording to watch when you have time.