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Customer story

How Fairway trained 100 people across 6 locations without being in the room

Fairway is one of the top retail lenders in the USA. Ben Chenault, SVP at Fairway of Independent Mortgage, has led his team for 18 years across 6 locations and 100 people. When COVID made travel impossible, he needed a way to onboard people consistently without being in five places at once.

MortgageBanc Fairway team

Results at a glance

  • 0 travel

    To onboard 100 people

  • 6

    Locations

  • 100

    Team members

  • The challenge

    Before COVID, Ben spent significant time onboarding through calls and in-person sessions. Once travel stopped, the question became how to stay productive across six locations when you cannot meet in person. Transparency and service are core to Fairway, so Ben needed a consistent way to communicate the team’s philosophy and values to every new hire, in a specific order, at scale.

    “One of the challenges especially during Covid was explaining thoughts and philosophies to new people, getting everyone on the team on the same page. I can’t be in five places at once. We have to have a medium to give people that kind of information.”

    Ben Chenault · SVP, Fairway of Independent Mortgage
  • The solution

    How Whale solved it

    Ben worked with process consultant Adi Klevit to plan the content and record videos that captured the voice and values of the organization. A one-page letter cannot replicate hearing it directly from the person who built the team. Whale made it possible to record that once and deploy it to everyone, every time, with compliance, consistency, and communication handled through one platform.

  • The results

    One message across six locations

    Every new hire hears the same thing, in the same order, with the same detail, whichever office they join.

    • No travel required

      Ben records once and deploys to everyone, so onboarding no longer depends on being in the room.

    • Peace of mind on consistency

      Ben knows the team has gone through the right channels and that the company culture and expectations reached each person properly.

Before and after Whale

  • Before Whale: Onboarding ran on calls and in-person sessions

    After Whale: Record the message once, deploy it to everyone

  • Before Whale: Travel stopped overnight when COVID hit

    After Whale: Every new hire hears the same thing, in the same order

  • Before Whale: Six locations, no way to be in five places at once

    After Whale: Onboarding runs consistently across all six locations

  • Before Whale: No consistent channel for company values and philosophy

    After Whale: Compliance, consistency, and communication in one platform

Customer proof

“The best part is having to do it just once!”

Ben Chenault · SVP, Fairway of Independent Mortgage

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