Revenue Operations Strategy
Operating model, funnel definitions, forecasting cadence.
CRM & Sales Technology
Selection, implementation, routing, dialers.
Marketing Technology
Lifecycle automation, campaign and ad integration.
Data Analytics
Warehouse, pipelines, executive reporting.
Systems Integration
LOS, CRM, telephony, marketing and finance connected.
Software Development
BI platforms, routing engines and middleware built to fit.
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February 1, 2025
A leading reverse mortgage lender sought to expand beyond its existing, successful sales channel into a new market. To execute this vision, they engaged Illumination Labs to design, build, and launch a scalable sales division—fast. After conducting a comprehensive discovery and gap analysis, we developed an ambitious, execution-ready strategy. The challenge was clear: build a high-performing, cost-efficient sales operation within 120 days, leveraging existing technology wherever possible. Despite the complexity, Illumination Labs delivered—on time, on target, and on budget.
Leading Reverse Mortgage Lender
Project length
120 Days
(discovery to launch)
Technologies used
HubSpot, Azure, Quantum Reverse, Twilio, Five9, MS SQL Server
Roles we played
Developer, Sales Manager, CRM Owner
Result
The team took their first live lead prior to the 90 day mark and funded their first loan within 30 days of launch
01
Illumination Labs achieved success by focusing on four critical areas:
02
Executing at this pace required precision, agility, and unwavering focus. Illumination Labs operated with a disciplined project management approach, ensuring alignment across stakeholders, technology, and processes. By breaking the project into milestone-driven sprints, we maintained momentum while proactively addressing challenges. Our hands-on leadership, deep industry expertise, and commitment to excellence enabled us to adapt quickly, make informed decisions, and drive execution without delays. The result was a fully operational sales division—delivered on time, with zero compromises on quality or scalability.
03
120
days, discovery to launch
<30
days from launch to first funded loan
Also delivered
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