Case study · Mortgage
Mortgage Brokerage Team
Starting point
Strong ad spend, but calendars were full of rate shoppers. Prospects disengaged before a conversation happened.
Results · first quarter
- 104 qualified prospects
- $13–17 cost per prospect
- 60% conversation rate
- 12 funded files
Client anonymized. Revenue figures are estimates based on the client's average file value. Results vary by market, offer and team.
Qualification and follow-up discipline were our biggest issues. Once the system was installed, the conversations improved almost immediately.Mortgage Broker · 3-advisor team, GTA
Revenue Audit
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- Where your prospects go after they come in
- Your conversation rate today
- What the gap is worth closed
Limited intake each quarter.