MORTGAGE BROKER / FIRST-HOME BUYER FUNNEL

MORTGAGE CHOICE (LOCAL BROKER OFFICE)

Local mortgage broker increasing first-home buyer consultations through calculator-driven funnels, eligibility quizzes, and retargeting campaigns focused on borrowing power estimates.

📌 Client Snapshot

Industry: Mortgage Broking
Model: Local franchise office within national network
Focus: First-home buyer loans
Goal: Increase booked consultations

Young buyers researching but not booking
Blog traffic high but low conversion
Weak remarketing infrastructure
Need to capture early-stage borrowing interest

🚧 Challenges & 🧠 Strategy

Challenges

Prospects consuming information without enquiring
No structured funnel from research to consultation
Limited retargeting engagement
Borrowing power uncertainty delaying decisions

Strategy

Create first-home buyer funnel with calculator landing page
Add eligibility quiz before consultation CTA
Run Google & Meta campaigns targeting renters
Retarget visitors with borrowing power estimate messaging

⚙️ Execution

Loan calculator landing page launched

Eligibility quiz implemented to qualify prospects

Google and Meta campaigns targeting renter audiences

Retargeting ads promoting personalised borrowing power estimates

📈 Results (6 Months)

Consultation bookings: +52%

Lead conversion: +41%

Cost per booked appointment: -34%

Loan settlements from digital leads: +37%

Want more consultations like Mortgage Choice?

We help finance businesses turn online research into booked appointments with calculator funnels, quizzes, and retargeting systems.
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