Mortgage broker · Australia
300 leads a week without chasing a spreadsheet
AU mortgage broker · 35 staff
Metrics
300 leads/week handled · dormant records re-engaged
Tools connected
Web form, email, SMS, HubSpot, calendar
The story
Web form, email, SMS and 2,000 dormant records all fed into one system. Every new lead gets a follow-up sequence from the moment it arrives. Meeting bookings flow into the team calendar. Leads that used to die in an inbox now book themselves in.
AU mortgage broker · 35 staff
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