A Mortgage Broker automates
40% of their marketing function
Case Study
Mortgage Broker
The Challenge
A boutique mortgage broker with a small team of 6, was looking to expand operations to a new State in Australia. The current sales and marketing systems were slow and time intensive, with staff spending a large portion of their time on-boarding and off-boarding clients.
The mortgage broker also wanted to focus on building their brand story for improved credibility and ongoing authority.
The Process
The process was a two pronged approach including competitor analysis to determine brand positioning that would enable the development of a unique selling proposition and brand story.
Secondly, the sales and marketing systems were analysed, pain points identified based on time consumption, and workflows mapped. This was followed by research into the most cost effective, and efficient automation tools to support the teams growth.
The Solution
New brand positioning statements were developed including the release of a new call-to-action. This was updated on all digital assets to create a strong and consistent message and brand story.
Finally, the top time consuming tasks were all automated including document discovery, scheduling client meetings, email nurture campaigns, testimonial requests and much more.
The Result
As a result, the Mortgage Broker automated 40% of their marketing and sales tasks. As these tasks are now on auto-pilot, the business is focusing on growth and top-tier service for all of their current clients.
