Case Study
Preferred Rate Mortgage: Transforming Remote Operations Through Workforce Intelligence
Preferred Rate Mortgage, a US mortgage banking institution, exploded from 7 employees to 720 full-time staff over 15 years, operating across locations from Florida to California. The pandemic's shift to remote work brought uncertainties about financial impacts on their distributed workforce, especially in a high-lease-exposure industry with facilities nationwide. As Co-Founder and VP of Operations Chris Lekousis noted, strategic decisions demanded concrete data. ActivTrak software provided transformative workforce intelligence, delivering actionable insights into remote productivity and operations—empowering data-driven strategies that optimized performance, slashed costs, and solidified remote success across their expansive footprint.
