Driving High-Intent Leads for Akal Mortgages

The Goal

• No system to attract or nurture leads – Surbhi had valuable services to offer, especially in construction financing and private lending, but there was no clear system in place to bring in or nurture leads. This made it hard to build a steady pipeline of interested and qualified clients.

• Low digital visibility – Her online presence was limited, with minimal activity on social media and low website traffic. As a result, many potential clients weren’t even aware of her services, especially in such a specialized area.

• Unfocused ad strategy – The ads that were running didn’t speak directly to the needs of construction or private lending clients. Without targeted messaging, the campaigns weren’t reaching the right people or generating the right kind of interest.

• Ad fatigue from outdated creatives – Since the ad creatives weren’t updated regularly, their performance started to drop over time. The same visuals and messages kept showing up, leading to lower engagement and wasted ad spend.

• Slow response to client inquiries – There was no setup to handle client queries immediately, which meant leads were waiting too long for a reply. This delay often caused potential clients to lose interest or move on to another broker.

Our Approach

We implemented a comprehensive strategy over six months to boost lead quality, combining advertising optimization, qualification flows, and automation.

• Targeted Ads with Ongoing Optimization

We launched ad campaigns specifically focused on construction financing and private lending, the areas Surbhi specializes in. The messaging was crafted to speak directly to those looking for these niche services. Over time, we kept improving the ad creatives and copy based on what was getting the most clicks and conversions, helping the campaigns perform better.

• Improved Website and Social Media Presence

A new, mobile-friendly landing page was created to clearly explain Surbhi’s services and capture leads more effectively. Alongside this, we started posting regularly on her social media to share useful tips, build trust, and keep her audience engaged.

• Receptionist Flow for Faster Responses

To make sure no inquiry was missed, we added a receptionist system that could respond to leads right away. This helped increase the chances of converting leads, as they no longer had to wait for a reply.

• Streamlined Communication Through CRM

All lead inquiries were funneled into a CRM system where they could be tracked, followed up with automatically, and nurtured through email or SMS. This made the entire communication process smoother and more organized, helping Surbhi stay on top of every potential client.

Outcome

• Higher Lead Quality – With better filters in place and clear messaging focused on construction and private lending, Surbhi started attracting more serious and financially ready clients. This meant less time wasted on unqualified leads and more conversations with people truly ready to move forward.

• Faster Response Times – Thanks to AI automation and a receptionist flow, new leads were engaged instantly. This quick response helped keep prospects interested and reduced the chances of them dropping off or going to another lender.

• Improved Appointment Rates – Automated scheduling tools and smart CRM workflows made it easier for leads to book consultations. As a result, more people moved from just showing interest to actually having conversations with Surbhi about their financing needs.

• Operational Efficiency – The team was able to spend less time chasing cold or low-quality leads. With a smoother system in place, they could focus on engaging qualified prospects who were more likely to convert.

• Sustainable Ad Performance – By regularly updating the ad creatives and fine-tuning the targeting, the campaigns continued to perform well over time. This helped maintain a steady flow of quality leads without performance dropping off.

Conclusion

This case study shows how a few focused improvements can create a big impact. By launching targeted ad campaigns, building a strong landing page, and using automation for faster responses, Akal Mortgages was able to attract better-quality leads and turn more of them into real consultations. Surbhi and her team saved valuable time by focusing only on serious, financially prepared clients, while regular creative updates kept their ad performance steady.

What began as a scattered approach with delayed replies and low visibility turned into a well-organized system that supported both growth and efficiency. It’s a great example of how the right tools, clear strategy, and consistent communication can take your business to the next level.

Want to improve your lead quality and connect faster with the right clients? Let’s chat and explore how we can help you grow smarter.