How UWM Transformed Accountability and Collaboration with Conductor

Integrate your CRM with other tools

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How to connect your integrations to your CRM platform?

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Techbit is the next-gen CRM platform designed for modern sales teams

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Why using the right CRM can make your team close more sales?

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Breaking Down Silos and Enhancing Collaboration

United Wholesale Mortgage (UWM), a leader in the mortgage lending industry, faced a common challenge among large organizations: maintaining transparency and accountability across its vast team of 9,000 employees. With multiple business units working in silos, UWM needed a platform that could unify their teams, streamline communications, and enhance accountability. The goal was simple yet ambitious: eliminate email clutter, increase collaboration, and create a more transparent work environment.

Challenges of Managing a Large, Unified Workforce

As a company with nearly all 9,000 employees working under one roof, UWM’s operational hurdles were significant:

  • Siloed Teams and Lack of Transparency: With 38 business units, each with unique needs, it was challenging to maintain a unified approach. Teams often operated independently, leading to miscommunication and missed opportunities for cross-collaboration.
  • Overreliance on Emails: UWM’s old system heavily relied on email, which made tracking accountability and task management difficult. Important information was often lost in crowded inboxes, and it was hard to hold team members accountable for their responsibilities.
  • Need for Consistent Accountability: With such a large workforce, ensuring that tasks were completed on time and holding employees accountable was a critical need. Without a unified system, tracking success metrics and maintaining accountability became a daunting task.

These challenges made it clear that UWM needed a robust platform that could bring their team members together, reduce reliance on outdated communication methods, and create a culture of transparency and accountability.

How Conductor Unified UWM’s Operations and Enhanced Accountability

UWM partnered with Sensei Labs and implemented Conductor, a comprehensive enterprise orchestration platform designed to break down silos and promote collaboration. The impact of Conductor on UWM’s operations was immediate and transformative:

  • Streamlined Communication and Task Management: Conductor’s task and accountability system allowed UWM to replace their reliance on emails with a more structured, visible approach to managing work. With task reminders, transparent tracking, and accountability metrics, UWM was able to keep their teams aligned and focused. Managers and team members could see exactly what was happening within each department, fostering a sense of unity and shared responsibility.
  • Enhanced Usability and Flexibility: Conductor’s user-friendly interface and mobile app made it accessible for all employees, whether they were at their desks or on the go. This ease of access meant that team members could stay updated on tasks, engage with company news, and participate in cultural activities from anywhere. The platform became a one-stop shop for everything UWM needed to keep their teams connected and informed.
  • A Platform for Culture and Community: Beyond task management, Conductor also played a vital role in nurturing UWM’s unique culture. The platform offered spaces for team members to interact socially, share updates, and engage in campaigns like diversity initiatives and community fundraising. This integration of work and culture helped maintain UWM’s family feel, even within a large corporate setting.

For example, UWM’s leaders found the platform invaluable for tracking performance metrics, such as task success rates and service level agreements. The system’s transparency allowed them to monitor accountability across all levels of the organization, from individual contributors to team leaders, ensuring that everyone stayed on track.

  • Building a Partnership, Not Just a Customer Relationship: UWM valued the partnership with Sensei Labs, citing the collaborative approach of the Conductor team as a significant differentiator. Instead of a one-size-fits-all solution, Sensei Labs worked closely with UWM to continuously improve the platform, tailoring it to meet their specific needs. This ongoing partnership ensured that Conductor evolved alongside UWM, adapting to their growth and ever-changing business landscape.

Why Conductor is Essential for Accountability and Collaboration

For UWM, Conductor has proven to be more than just a software platform; it’s a cornerstone of their operational strategy. By providing a unified system that enhances accountability, streamlines communication, and nurtures a connected culture, Conductor has empowered UWM to operate efficiently at scale. The platform’s flexibility, combined with Sensei Labs’ commitment to continuous improvement, has helped UWM maintain its competitive edge in a demanding industry.

If your organization faces similar challenges with managing large teams, maintaining accountability, or fostering collaboration, Conductor offers a proven, adaptable solution. Partner with Conductor and see how a unified approach can transform your business, drive accountability, and create a more connected and efficient workplace.

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