200+ appointments booked. $110M+ in loan value booked.

Real campaigns, real numbers. Including the tough lists.

200+

appointments booked

5,000+

leads worked

$110M+

in loan value booked

4%

average booking rate

Loan value based on average loan size of booked calls.

Featured case study

Yappy Mortgages

The problem

1,916 old enquiries from past ad campaigns, written off. Nobody had time to go back through them.

What we did

Loaded the whole list into ClientFlow. Our AI had real SMS conversations, found out who was still looking, and booked them straight into the brokers' calendars.

1,916 leads worked

48 appointments booked

2.5% booked

$28.8M loan value booked

3 settled, 1 approved, 6 at docs. Real loans, from a list they'd written off.

"He was able to revive many of our leads that we thought we had lost."

Meg, Broker, Yappy Mortgages

Every result.

Mortgage broking

Yappy Mortgages

Sydney mortgage brokerage.

1,916 leads

48 booked

2.5% booked

$28.8M booked

3 settled, 6 at docs.

Commercial finance

Business finance broker

Business loans, working capital and equipment finance.

1,034 leads

43 booked

4.2% booked

$10.8M booked

6 at docs, 1 submitted.

Mortgage broking

Broker network

Old first home buyer leads from 2% deposit ads. A tough list.

1,134 leads

69 booked

6.1% booked

$41.4M booked

Mortgage broking

Melbourne mortgage broker

Old enquiries nobody had followed up.

1,200 leads

51 booked

4.3% booked

$30.6M booked

Loan value based on average loan size. Commercial based on a conservative average.

What to expect, honestly.

Not everyone replies.

Most old leads won't. The ones who do are the ones worth talking to.

Not everyone qualifies.

Some will be tricky, some won't be able to borrow, some aren't ready yet. That's every lead source. We book them, you judge them.

Settlements take time.

First bookings usually land within days. Settlements follow the normal 30 to 90 days for mortgages, faster for asset and business.

What our clients say.

It re engages cold leads and that is money for free!

The system Gerry has set up is great. Gerry has been great to work with. He is responsive and helpful. A few changes we asked for were made quickly and without hesitation. I am planning to set up the system on another old database I have, see what can be achieved.

Erik

Director, Micah Finance

He was able to revive many of our leads that we thought we had lost.

Gerry has been amazing to work with! He was able to revive many of our leads that we thought we had lost and others that we just didn't have the capacity to contact multiple times. Gerry is never pushy and is always looking for ways to help our business grow. We really value his work and will continue to use his services. I highly recommend giving him a go.

Meg

Broker, Yappy Mortgages

Very hands on and explains things exceptionally well.

Gerry is a real gentleman and has a great deal of knowledge and patience. He's very hands on and explains things exceptionally well. We are grateful for his partnership and looking forward to many successful years ahead.

Adel

Director, Daoud Finance

Want numbers like these from your leads?

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