Research Partners – Curative Study

Research Partners – Curative Study

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Research Partners – Curative Study

The Objective of the Study

Our client Research Partners is the largest independent healthcare market research and consulting agency in the world. The main objective of the study is to gather general insights from the experts in Mortgage Origination or Servicing industry and their involvement when choosing and purchasing a third-party solution and software application for document images within their company.

Key Screening Points


  • Industry

  • Primary Function personally performed

  • Personal Level of Involvement

  • Third-party provider to obtain document images


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Key Discussion Points


  • Expert must have evaluated at least one role and responsibility. To exemplify: Ensuring a clean chain of title for a mortgage loan, ensuring mortgage loan documentation is complete, removing a lien claim from a property (e.g., lien release).
  • Third-party solutions such as a software application with a user interface, Direct data feeds (e.g. XML, API etc), bulk licensing, abstractor etc.
  • Key points; software applications to obtain document images such as DataTree, RealQuest, REiSource, PropertyPro, SiteX, Property Insight etc.
  • Usage of direct data feeds to obtain document images such as DataTree, Connect2Data, SiteX API etc.

HBG Solution

  • Within 2 days, the HBG team successfully identified, mapped, and scheduled appointments with 1 expert across US.
  • Our team screened these professionals following a 2-step validation manner: -
    • Mapped and shortlisted professionals matching the scope at the same time as the usage of our proprietary internal database and supplementing pinnacle resources inclusive of LinkedIn, Zoom Info, D&B, etc.
    • Validated all shortlisted profiles whilst screening every prospect over call and shared final candidature for our client’s assessment/ approval.
  • With a 100% show rate, the HBG group ensured every screened professional joined the session on the agreed appointment date and time.
  • Our group met the overall objectives inside the stipulated time frame with most excellent performance and efforts.

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