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  1. Customer stories
  2. Pretto
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Annual revenue growth

10%

Consultancy contracts automated with Zapier now represent 10% of Pretto’s annual revenue, helping the company stay resilient during market shifts.

Annual savings of

$10k+

Using Zapier for feedback management, Pretto saves $10,000 annually over popular ticketing software—gaining flexibility, faster data access, streamlined workflows, and a seamless integration.

Hours saved

2,000+

A 63-step Zap automates complex bank data transfers, processing nearly 100 transactions per day, reducing errors, and saving the company the equivalent of one full-time employee per year.

Company Size

51-200

Industry

Mortgage Brokerage


About

Pretto simplifies the home-buying process for clients by connecting them with financial institutions.

— Etienne Batise, Engineering Manager at Pretto

In 2022, skyrocketing mortgage rates froze the housing market, leaving Pretto’s brokers unable to operate effectively.

Pretto pivoted to consultancy services within a week, automating contract workflows with Zapier, Dropbox Sign, Slack, and Google Sheets.

Consultancy contracts powered by automation represented 10% of Pretto’s annual revenue within a year.


By pairing 6,000+ integrations with our "By Zapier" apps, you can automate anything you need, exactly how you need it.

Pretto needed a way to manage complex, error-prone data transfers between its systems and 16 different banks, each with unique requirements.

A 63-step Zapier workflow, built by a non-technical employee, automates data retrieval, formatting, and delivery to banks using ChatGPT, Gmail, and BigQuery.


The workflow saves the equivalent of one full-time employee per year, reduces errors, and ensures rapid and accurate processing.


— Etienne Batise, Engineering Manager at Pretto

See what automation can do for your business

Contact Sales