Mortgage / FinServ
Regional lender: 320% increase in funded loan pipeline
Lead engine for 40+ loan officers with compliance-aware creative and end-to-end attribution into the LOS.
Client
Regional US mortgage lender
Services
Lead Generation · Compliance Marketing · Attribution
Funded loan pipeline
CPL reduction
Lead-to-funded rate
The challenge
A mid-sized regional mortgage lender with 40+ loan officers had no centralized acquisition system. Each LO was running their own campaigns with mixed compliance reviews, no shared attribution, and no visibility into pipeline contribution.
Our approach
We built a centralized lead engine with compliance-baked creative templates, paid media programs across Meta and Google with mortgage-specific ad copy approvals, and end-to-end attribution from ad click through to funded loan via the LOS integration.
The outcome
Within 6 months, funded loan pipeline traceable to digital sources grew 320%, with average CPL down 47% and a 4.1x increase in lead-to-funded conversion rate.
Next step
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