Background

Chris operates a mortgage business that focuses on helping first-time homebuyers, veterans, first responders, and self-employed individuals secure their first or second home, as well as investment properties. Unlike traditional mortgage brokers, Chris’s approach ensures everyone—regardless of credit, background, income, or visa status—has a seamless experience with just one click.

Before working with Conversionly, Chris struggled with major industry pain points:

• Lack of communication throughout the loan process.

• Fear of the unknown—clients were uncertain about qualifications, terms, and next steps.

• Concerns over closing on time, costs, and the complexity of the process.

• Overwhelm and confusion about where to even start.

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Chris needed a streamlined, high-converting lead generation and sales system that could generate predictable appointments while ensuring high engagement and confidence in his mortgage process.

Challenges & Goals

Chris’s primary challenge was scaling his mortgage business without relying solely on referrals or inconsistent lead sources. His business depended on manual outreach, time-consuming follow-ups, and a lack of automation, which resulted in inefficiencies and lost opportunities.

His key goals:

• Generate a consistent flow of high-quality leads

• Convert those leads into booked appointments without excessive back-and-forth

• Increase efficiency by leveraging automation for lead nurturing and follow-up

• Improve client experience to build trust and reduce hesitation in the home-buying process

Process & Strategy

After identifying the gaps in Chris’s lead generation and sales process, Conversionly implemented a proven, seven-step framework to scale his business effectively:

1. High-Converting Offer & Lead Generation Strategy

• Crafted a clear and compelling message to position Chris as the go-to mortgage expert for first-time buyers, veterans, and self-employed individuals.

• Launched targeted paid ad campaigns optimized for a 1:3+ return on ad spend using Conversionly’s Direct Offer Strategy—cutting out the noise and driving motivated leads directly into his pipeline.

2. Automated Self-Booking Funnel

• Designed a highly optimized appointment booking funnel, allowing prospects to schedule calls instantly without unnecessary delays.

• Implemented a seamless online scheduling system, reducing the friction in the booking process and increasing self-booked appointments.

3. Lead Nurturing & Follow-Up System

• Integrated automated SMS and email sequences to keep leads engaged and eliminate no-shows.

• Used human-driven appointment setters to follow up with non-booked leads, converting them into scheduled calls.

4. Optimized Show Rate & Sales Call Process

• Built a multi-step follow-up cadence including pre-call reminders, confirmations, and value-driven messaging to ensure a high show-up rate for booked calls.

• Developed a consultative sales approach to address clients’ concerns about cost, credit, and loan complexities, helping them feel more confident in moving forward.

Results

Chris saw game-changing results in just 30 days:

• 254 leads generated

• 106 total appointments booked

• 10 self-booked appointments out of 31 leads at a CPL of just $23.18

• $718 in ad spend led to a high volume of potential home buyers ready to take action

By implementing Conversionly’s battle-tested strategies and sales process, Chris was able to scale his mortgage business faster than ever without spending hours manually chasing leads.