I would recommend YouCanBookMe to my peers. I think it's a great tool, and it's something that we've found to be very useful in our business."
- Van Richardson, CEO of Filo Mortgage and Everstream Mortgage
In the mortgage industry, efficiency can make or break the client experience. Van Richardson, CEO of Filo Mortgage and Everstream Mortgage, set out to simplify the lending process for both direct consumers and broker partners. With Filo focused on online, direct-to-consumer lending, and Everstream supporting traditional broker channels, Van’s companies are designed to reach customers wherever they are.
That dual approach has one clear goal: deliver a faster, more customer-focused mortgage journey than the industry norm. But it also brings a unique challenge—how to scale two companies across time zones and around the clock without sacrificing quality or responsiveness.
To keep that promise from the very first step, Van turned to YouCanBookMe’s scheduling software for finance professionals. Since then, his team has gained a faster, clearer way to handle bookings—making it easier to focus on guiding customers through one of life’s biggest financial decisions.
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Jordan’s stats |
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Location Pennsylvania, USA |
Company size Medium business |
Industry Financial Services - Mortgage Lender |
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YCBM stats Lifetime bookings: 614 Customer since: June 2020 |
Key integrations Microsoft Calendar Microsoft Teams Outlook Mail |
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Van Richardson set out to rethink the traditional mortgage journey, making it faster and more customer-focused. As Filo and Everstream grew, the challenge became scaling that vision without losing quality or responsiveness. |
Mortgages are often known for being complicated, slow, and frustrating. Van saw an opportunity to do things differently. With Filo Mortgage and Everstream Mortgage, his goal was to deliver the best possible customer experience and challenge the typical way people go about getting a mortgage.
I think that we're young enough and nimble enough of a company, we can do things differently than some of the larger and more established companies that I've worked for in the past."
But creating a smoother journey came with its own challenges. As his companies expanded, Van had to ensure that growth didn’t come at the expense of quality. Scaling up meant finding smarter ways to support clients around the clock—without losing the responsiveness and care that set his businesses apart.
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To match their coast-to-coast, always-on service, Van needed a booking tool as flexible as his team. He found that solution in YouCanBookMe, giving customers an easier way to start the mortgage process. |
With branches on both the East and West Coast, Van Richardson built Filo Mortgage and Everstream Mortgage to be available to clients at any hour of the day. Whether someone is starting their morning in New York or winding down in California, there’s always a team member ready to talk.
We're trying to make it as wide of a net as possible to where we can communicate with people around their schedules, not ours."
But the first step—the booking—needed to be just as flexible. That’s where YouCanBookMe comes in.
By giving customers the power to book whenever it suits them, YouCanBookMe makes it effortless to start the mortgage process. It removes the back-and-forth and keeps the customer journey as smooth as possible from the very first interaction.
I love it when people book their appointments. That's you telling me when you want to talk. And so we try and leverage that as best we can and make ourselves as readily available as possible."
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With YouCanBookMe, Van gives customers control over when and how they connect—while his team saves time and stays prepared. The result is a smoother mortgage journey and a scalable system any growing business can benefit from. |
For Van, YouCanBookMe has turned availability into a real customer advantage. With Filo and Everstream Mortgage serving clients coast to coast, his focus is on meeting people on their terms.
We’re always available for our customers. I’ve widened the parameters on when people can book calls for that reason.”
The booking process itself is effortless. Customers see the team’s availability, choose the best time, and share their details up front.
The booking link is seamless. We can give them our availability blocks, they can pick when to chat, however long they want to block us off for, and they can choose, and they submit all the information over to us.”
The impact is clear: fewer delays, less admin, and more time spent helping people. For Van, YouCanBookMe doesn’t just keep the calendar organized—it makes the entire customer journey smoother. And for any business that values responsiveness and growth, that’s a result worth having.
For Filo Mortgage, first impressions matter. His booking page opens with the Filo Mortgage logo front and center, building instant trust. A short, straightforward description guides visitors on what to do next, removing any uncertainty about how to book.
Beyond appearances, the page is built to gather valuable insight. A custom booking form asks tailored questions, like the property’s state and “How did you hear about us?” These details give Van’s team the context they need to prepare before a call and reveal which marketing channels are driving the most potential leads.
The result is a booking process that feels professional for clients and practical for the business—a simple page that works hard behind the scenes to support growth.
✨ Bonus ✨ Learn from the pros—Van’s top business advice
Leadership isn’t about titles—it’s about being willing to do the work alongside your team.
You’ve got to get your hands in every pot and you cannot have too big or too small of an ego… every customer’s why we’re in business.”
Van’s philosophy is simple: know how every part of your business works, and don’t be afraid to roll up your sleeves. Whether it’s compliance, underwriting, post-closing, or even mailing documents, he believes no job is too big or too small for a CEO.
By setting ego aside and treating work as a shared responsibility, Van builds trust not only with his employees but also with customers. When clients face tough loans or complex situations, he’s right there in the trenches—showing that leadership means leading by example.
For Van Richardson, the mission behind Filo and Everstream Mortgage has always been clear: deliver a mortgage experience that feels faster, easier, and more customer-focused than the industry norm. But growing two companies coast to coast requires more than ambition—it takes systems that support both scale and quality.
With YouCanBookMe, scheduling is no longer a question mark. Customers book when it works for them, the team stays prepared, and every interaction begins on the right foot. It’s a small shift that makes a big impact, helping Van keep his promise of 24/7 service while building the kind of customer relationships that last.
If you want the same clarity and confidence in your scheduling, start your free YouCanBookMe account today.