By replacing legacy systems, the lender unlocked greater efficiency, scalability, and more than just cost savings
Discover how a mortgagelender replaced legacy voiceand unlocked new value
This national mortgage lender wasn’t just looking to cutcosts. They needed to eliminate risk, but legacy voicesystems were holding back their hybrid workforce, slowingsupport, stretching IT thin, and racking up over $68K inmonthly spend without delivering value. By switching toMomentum, they’re now saving more than $40,000 eachmonth, freeing up budget for more strategic IT priorities.
While this was happening, their IT team was stretched thinmanaging a patchwork of communication tools with nocentralized control.
With a company-wide Microsoft Teams rollout on thehorizon, they needed more than dial tone. They needed afully managed Operator Connect solution that could takethe weight off IT, deliver reliable customer-facingperformance, and scale seamlessly with the business.
The company looked at multiple providers before landing on Momentum. Plus, the Teams-native fax solution saved time, reduced complexity, and met strict financial compliance standards without compromise.
Momentum didn’t just offer a replacement and technical specs. They delivered structure, cross-functional alignment, and a fully managed Teams voice solution that relieved pressure on IT, improved customer-facing reliability, and gave the business the confidence to scale.
HIGHLIGHTS AT A GLANCE
- Industry: Financial services (mortgagelending)
- Users migrated: 3,000+
- Workforce: Multi-location, hybridenvironment
- Previous monthly voice costs: $68,000+
WHAT MOMENTUM DELIVERED
- Fully managed Microsoft TeamsOperator Connect
- 3,000+ 1:1 user-to-call path licenses
- 50 toll-free numbers
- 1,500+ Teams SMS licenses
- 700+ Teams-native fax licenses (SharePoint/OneDrive-based, compliance-ready)
- $40,000/month in cost savings
WHY MOMENTUM
- Hands-on process
- Cross-functional alignment
- Superior support experience
- Differentiated delivery model
Outcomes that mattered
Improved customer experience
Every call gets through with no pooled call path limitations or missed opportunities, improving customer satisfaction.
Offloaded IT workload
Improved customer experience Momentum’s fully managed solution gave time back to internal IT and streamlined onboarding for new users.
Proof of partnership
Project managers and support leaders were introduced early, reinforcing Momentum’s longterm commitment to customer success.
Lowered operational risk
Faster ticket resolution and dedicated day-two support team replaced a lagging legacy provider with high costs.
Streamlined compliance
Momentum’s Teams-native fax eliminated a costly third-party tool, saved time, and ensured financial regulatory requirements were met from day one.
Scalable value
Even at a higher monthly rate than other vendors, the solution was still more cost-effective than legacy systems and delivered more value.
When should financial services and customer-facing organizations make the switch?
Are you in a customer-facing industry where speed, compliance, and scale matter? Then these signs may indicate it’s time to rethink your voice strategy.
- Your current provider isn’t meeting SLAs or resolution times
- You’re preparing to scale Microsoft Teams company-wide
- You have multiple departments depending on voice but little alignment
- Your IT team is overburdened with maintenance and support
- You rely on fax or toll-free workflows that need to stay compliant
- Your missed calls directly impact revenue or customer trust
They listened to every department, showed us exactly how support would work after launch, and delivered a Teams solution that made our IT team’s life easier while improving the customer experience. It was the most prepared and professional vendor conversation we had.
Make the switch to a future-proof voice solution today
Start with a discovery session to learn more about your options.
We’ll help you:
- Review your current Teams and call path setup
- Explore where your environment could benefit from managed voice services
- Learn how to replace legacy tools like third-party fax with fully integrated Teams solutions
- Understand how Momentum can support your rollout:from technical deployment to long-term support
Explore Momentum solutions
Momentum’s Teams Voice solution is part of a broader suite of services designed to simplify communication and improve business outcomes. Discover how we can help you connect, collaborate, and engage in any environment.
Teams Voice (Operator Connect): Deploy scalable, fully managed voice services through Microsoft Teams.
SMS for Teams: Integrated messaging that keeps your business connected across platforms.
Teams Fax: Compliant, native faxing built directly into your Teams environment.
Project management & implementation support
Go from planning to post-launch with our team by your side.
See what a better voice solution can do for your business
Ready to improve voice and cut costs like they did? We’ll show you how.
