Case Studies

Mortgage Brokerage Team

IndustryMortgage Brokerage

RegionGreater Toronto Area, Ontario

Profile3-Advisor Team, established operation with existing lead spend

Challenge

The team was generating leads through paid advertising but calendar consultations were dominated by rate shoppers and early-stage borrowers not ready to act.
No structured qualification layer meant advisors could not distinguish high-intent leads from casual inquiries.
Manual follow-up created inconsistent response windows, and most leads went cold before a conversation happened.

Solution

A structured acquisition system was implemented including financial readiness screening, automated multi-channel follow-up sequences, and lead routing and booking workflows.

Financial readiness screening
Automated follow-up sequences
Lead routing and booking workflows

Results

Within the first quarter after system installation:

104 qualified leads generated in Q1
$13–$17 cost per lead (paid media)
60% lead-to-conversation rate
12 funded mortgage files attributed to pipeline
Response time reduced to under 10 minutes on average via automated alert system
Advisor calendar shifted from rate shoppers to financially prepared borrowers

Client identity anonymized. Results reflect Q1 performance for a 3-advisor GTA mortgage brokerage operating with existing ad spend.

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