Financial Services Company

The Challenge: The HR team was having trouble keeping tabs on resumes and applicants.

The Solution: Prevue’s applicant tracking system, APS Pro, helped them categorize, centralize, and archive candidate files from start to finish.

Read More

About the Company

This Financial Services Company is a privately-held, full-service mortgage banking firm. Licensed to provide residential mortgages across the US, they offer a host of diverse, flexible packages for customers with a variety of backgrounds and needs. They’re committed to helping families and individuals achieve the dream of homeownership through its three divisions: retail, wholesale and correspondent.

Liz Barnett is the National Recruiter.

Before Prevue, Liz and the team found it tough to keep applications organized.

They used to post jobs on Monster and Indeed, and relied on a generic email address to receive applications. The HR team would check this inbox several times a day to “dig up resumes and forward on as needed”. They would delete applications that weren’t a fit for the position.

By not archiving these, they were missing out on candidates who may have been a perfect fit for future openings. Liz laments that not only did they overlook some great applicants, but it was difficult to search through emails by keyword or priority. For a company with many entry-level positions, it wasn’t unusual to have 400 people apply over the course of three days. The team felt disorganized and needed a better way to communicate with each other as well.

They chose Prevue because APS Pro let them customize their workflow.

“We thought about what might make our lives easier,” says Liz. So the team decided they needed an ATS to centralize and systematize the hiring process. They tried a few different products, but felt that Prevue’s personal touch made the APS Pro a better fit with this financial services company’s people-focused culture.

“Prevue gave us the flexibility to keep things organized, but still let us do it the way we wanted to.”

Now, they can easily filter through applications and keep great resumes on file.

“We have structure!” Liz laughs. “Prevue certainly works for what we need, and has been a great addition to our staffing.” Finally, everyone could have one source, read each other’s notes, and provide the status of an application when asked. The team now streamlines communication with a tool that lets them stay on top of their work.