Tomo: Flex with HubSpot

Tomo is a well funded startup dedicated to providing hassle-free mortgages for homebuyers. Tomo is strictly focussed on the buyer, and promises to provide a fast, customer-centric, and streamlined mortgage approval process to make buying a home a happy experience. Kaptea worked alongside the Tomo team to launch Twilio Flex supporting its growing team of agents and provided ongoing development and consulting services foster deep customer connections.

The Challenge

With $70 million in a Series A, Tomo Networks is a well-funded startup dedicated to providing hassle-free mortgages for homebuyers in the United States. Tomo is focused on transforming the typically painful home buying experience and promises to provide a fast, customer-centric, and digitally streamlined mortgage approval process.

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The Solution

Tomo made a strategic decision to integrate Twilio Flex, a programmable contact center platform at the heart of their customer service experience platform. Flex would be the agent control center for all customer/pre-approval-agent engagement: inbound and outbound voice, interactive-SMS, e-mail, and web-chat.

Tomo’s CTO needed to move fast so Kaptea partnered with their new dev team to integrate Twilio Flex with their CRM and also developed new dashboards with Flex Insights, Twilio’s contact center analytics in order to measure performance.

Kaptea’s team provided the following services:

  • Twilio Flex Design & Software Development
  • Twilio Flex Insights Customisations & Dashboards
  • Project Management and Platform Documentation
  • Enterprise Service Support

Within eight weeks the new mortgage pre-approval contact center was ready to accept Tomo’s first customers. Establishing new service norms in the hyper-competitive mortgage market requires relentless evolution and innovation when it comes to customer experience.

Twilio Flex, a programmable contact center platform, which integrates with IVR to quickly route an incoming customer to the right service agent or enable a quick self-service solution provides an open and creative way to build any customer experience solution.

See Twilio’s Solution Library for lots of great examples.

Since its launch 10 short months ago, Tomo has established itself as a disruptor in the home buying market, quickly scaling from 100s of calls/day to 1,000s of customer interactions delivering on its promise to happy home buyers with a presence in over a quarter of the US market.

Testimonials

How we helped our partners

Managing mortgage applications across multiple communication channels was chaos. Kaptea streamlined our entire customer journey with automated SMS updates and seamless CRM integration. Our conversion rates have never been higher.
Lisa Rodriguez
VP Customer Experience @ Tomo
35%
Increase in Conversion Rate
65%
Reduction in Processing Time
We needed video calls with strict compliance features that Zoom couldn't provide. Kaptea's Twilio Video solution includes chaperoning and supervisory controls that keep our expert interviews compliant and secure.
James Morrison
Head of Technology @ Dialectica
100%
Compliance Rate
50%
Faster Expert Onboarding
Our passengers needed real-time updates about delays and schedule changes. Kaptea's SMS and email system through Pronto delivers instant notifications that actually reach people when they need them most.
Sarah Chen
Operations Manager @ CalSleeper
95%
Message Delivery Rate
40%
Reduction in Customer Complaints
We had a fragmented customer journey across channels — until Kaptea stepped in. Their CX team unified everything with Twilio + Salesforce and created a seamless experience.
Mark Reilly
Head of Customer Experience @ Barratt
60%
Faster Response Times
28%
Increase in Customer Satisfaction
Kaptea transformed how we communicate with customers. They built a custom Twilio Flex setup that integrated with our CRM and handled both chat and voice flawlessly. Highly recommend their team!
Brooklyn Simmons
Customer Experience Manager @ eFlow
45%
Resolution Time Decrease
32%
CSAT Score Improvement
The Pronto platform has been a game-changer for our critical alerts. We now reach patients across SMS and WhatsApp without fail, even during peak hours.
Dr. Emily Walsh
Operations Director @ An Post
99.8%
Delivery Success Rate
45%
Faster Alert Delivery
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