Backed by more than 20 years of mortgage technology operational expertise, Kelli Hodges is known as the “wizard behind the curtain” at Mortgage Coach, where her process transformation initiatives have increased customer adoption by 55.5%, elevated customer retention to 99.8% and grown revenue by 23%. Hodges identified a great opportunity to turbocharge engagement among current customers. By reorganizing the training teams into customer success teams, Hodges enabled account executives to build deeper relationships with customers so they could tailor ongoing education around each customer’s unique pain points and more effectively keep them up to date on new features and integrations. In addition to creating better processes for Mortgage Coach, Hodges has played a large role in creating process efficiencies for customers by forging partner integrations that eliminate redundancies and deliver more, faster. During her tenure, she has also led Mortgage Coach through the implementation of a new CRM, business intelligence platform and HRI system.

Name:

Kelli Hodges

Title:

COO

Company Name:

Mortgage Coach