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How Pretto streamlines mortgage processes with automation

Pretto uses Zapier to automate mortgage workflows for faster, more efficient processing. How Pretto streamlines mortgage processes with automation 10% annual revenue growth $10K+ annual savings 2,000+ hours saved Company Size 51-200 employees Company Industry Mortgage/FinTech Pivoting during a mortgage market crisis Challenge In 2022, skyrocketing mortgage rates froze the housing market, leaving Pretto’s brokers unable to operate effectively. Results Consultancy contracts powered by automation represented 10% of Pretto’s annual revenue within a year.

Agent or tool
ChatGPT
Topic
Sales & Marketing
Reported on
Blog (Zapier)
Added
2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 193 by interest), and one of 145 involving ChatGPT.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into ChatGPT or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was ChatGPT.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Blog (Zapier): https://zapier.com/customer-stories/pretto. Our summary is a paraphrase; details are in the source.

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