How Pretto streamlines mortgage processes with automation
Pivoting during a mortgage market crisis
Challenge
In 2022, skyrocketing mortgage rates froze the housing market, leaving Pretto’s brokers unable to operate effectively.
Solution
Pretto pivoted to consultancy services within a week, automating contract workflows with Zapier, Dropbox Sign, Slack, and Google Sheets.
Results
Consultancy contracts powered by automation represented 10% of Pretto’s annual revenue within a year.
"Zapier helps Pretto move fast and pass the baton between teams. It’s incredibly important when growing a company. If the baton falls, you’ve lost."
Streamlining bank data transfers
Challenge
Pretto needed a way to manage complex, error-prone data transfers between its systems and 16 different banks, each with unique requirements.
Solution
A 63-step Zapier workflow, built by a non-technical employee, automates data retrieval, formatting, and delivery to banks using ChatGPT, Gmail, and BigQuery.
Results
The workflow saves the equivalent of one full-time employee per year, reduces errors, and ensures rapid and accurate processing.
“The way we’re using Zapier at Pretto is really deeply rooted in our DNA. Everyone has a Zapier account and is encouraged to automate their jobs. In a snap, the whole company becomes more efficient and happier at the same time.”
