- Customer stories
- Pretto
Customer Story — Pretto
Customer Story — Pretto
How Pretto drives 10% of its annual revenue with automation and AI
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.
“The way we’re using Zapier at Pretto is really deeply rooted in our DNA. Everyone has a Zapier account and is encouraged to automate their jobs. In a snap, the whole company becomes more efficient and happier at the same time.”
— Etienne Batise, Engineering Manager at Pretto
Pivoting during a mortgage market crisis
Challenge
In 2022, skyrocketing mortgage rates froze the housing market, leaving Pretto’s brokers unable to operate effectively.
Solution
Pretto pivoted to consultancy services within a week, automating contract workflows with Zapier, Dropbox Sign, Slack, and Google Sheets.
Results
Consultancy contracts powered by automation represented 10% of Pretto’s annual revenue within a year.
Streamlining bank data transfers
By pairing 6,000+ integrations with our "By Zapier" apps, you can automate anything you need, exactly how you need it.
Challenge
Pretto needed a way to manage complex, error-prone data transfers between its systems and 16 different banks, each with unique requirements.
Solution
A 63-step Zapier workflow, built by a non-technical employee, automates data retrieval, formatting, and delivery to banks using ChatGPT, Gmail, and BigQuery.
Results
The workflow saves the equivalent of one full-time employee per year, reduces errors, and ensures rapid and accurate processing.
“Zapier helps Pretto move fast and pass the baton between teams. It’s incredibly important when growing a company. If the baton falls, you’ve lost.”
— Etienne Batise, Engineering Manager at Pretto
