top of page

Mortgage Advisors

Take a look at how River helped a team of mortgage advisors manage their inbound enquiries to funnel and generate qualified leads.

Lead Generation Case Study

A lead generation campaign that River B2B carried out for a team of mortgage advisors

Want to learn more about our campaigns? Visit our Lead Generation page to find out more!

The Challenge

The client is a mortgage advisor that provides expert financial advice to customers that are looking to buy their first home.

The client came to us at the beginning of the pandemic when they saw a surge in inbound enquires from those needing mortgage advice, primarily due to the financial impact of the first lockdown. Being an SME business with a small team, the client required assistance in managing these enquires, to ensure no customers or opportunities slipped through the cracks.

The Project

The project involved managing all inbound enquires that the client received through phone calls and emails, working through a set of qualifying questions, and handing over opportunities to an advisor for them to follow up on.

The initial campaign began in early April 2020 and was set to be carried out 5 days per week until the beginning of May, with the aim of passing over at least 2 qualified inbound leads per day.

The Results

Each day, our dedicated agents were handling at least 10 inbound enquiries and by mid-April, they had passed a total of 34 inbound leads across to advisors at the firm.
As we approached the end of April, the client decided they wanted to carry on the activity throughout the month of May as well to help their team effectively manage their inbound leads and enquiries.

The activity came to a close on 28th May 2020, with a total of 81 inbound leads being passed along to the client. Overall, the client reported that around 36% of these leads converted (29 converted leads).

Business leads being generated.

81 fully-qualified inbound leads generated

Lead to sale conversion rate.

36% lead

conversion rate

Telemarketing campaign return on investment.

189% ROI reported by the client

Want to view more of our lead generation case studies?

To view more of our lead generation case studies or some of our other client projects, head back to our Client Projects page!

bottom of page