Streamlining Mortgage Enquiries and Increasing Conversions by 35%
The Mortgage Quarter used Marketing View's automated CRM to instantly respond to new mortgage enquiries, ensuring no lead was left waiting.
1The Challenge
In a highly competitive mortgage market, speed to lead is critical. The Mortgage Quarter team was manually managing incoming enquiries, which led to delayed responses during busy periods. They needed a way to instantly acknowledge leads and capture necessary pre-qualification details without adding to their administrative burden.
2The Solution
We implemented an automated lead capture system connected directly to their website and social channels. When a new enquiry arrives, the system instantly sends a branded SMS and email, prompting the prospect to book an initial consultation via an automated calendar link.
The Results
The Mortgage Quarter saw a 35% increase in lead-to-appointment conversions within the first two months. Their brokers now spend zero time chasing cold leads and exclusively speak to pre-qualified prospects who have booked directly into their diaries.