Case Study — Raj

Recovered $78K/Year and CutLead Response Time by 99%.

His AI pre-qualifies leads in minutes. He just closes deals.

*Composite case study based on typical client outcomes. Names and details changed for privacy.

Business

Independent mortgage brokerage

Revenue

$600K/year (commission-based)

Team Size

3 (Raj + 2 mortgage agents)

Location

Toronto, ON

THE PROBLEM

Before We Met Raj

Spending 12+ hours/week manually pre-qualifying leads over phone and email
Losing 40% of online leads to competitors with faster response times
Inconsistent follow-up — hot leads going cold in the pipeline
No system for rate alert notifications — clients finding better deals elsewhere

“I was getting 30+ leads a week from my website and referrals, but I couldn't respond fast enough. By the time I called back, half of them had already talked to another broker. I knew speed was everything in mortgage, but I couldn't clone myself.”

— Raj

THE SOLUTION

What We Built

AI Lead Pre-Qualification

AI captures every lead instantly via web form, email, or SMS
Asks pre-qualification questions automatically (income, credit, property type)
Scores and routes qualified leads to Raj's calendar

Automated Nurture Pipeline

Multi-channel follow-up (email + SMS) for leads not ready to convert
Personalized rate alerts based on lead's profile and preferences
Re-engagement sequences for cold leads

Document Collection System

Automated document request sequences after pre-qualification
Secure upload portal with reminders for missing docs
Compliance-ready audit trail for every submission

Tech Stack

FilogixTwilioCustom AIn8n

Timeline

Week 1: Discovery call, pipeline audit, credential collection

Week 2: Build AI pre-qualification + nurture pipeline

Week 3: Test with live leads, refine scoring model

Week 4: Full launch, monitoring, optimization

THE RESULTS

30 Days After Launch

Metric	Before	After	Change
Hours/week on pre-qualification	12	2	-10 hours (-83%)
Lead response time	3-8 hours	2 minutes	-99%
Lead conversion rate	8%	14%	+75%
Pipeline value	$2M	$3.4M	+70%
Revenue recovered	$0	$1,500/week	+$78K/year

ROI Calculation

Time saved:10 hours/week × 52 weeks = 520 hours/year

Value of time:520 hours × $150/hour = $78,000/year

Revenue impact:+6% conversion rate × 30 leads/week × $4K avg commission = significant

Investment:Custom — based on scope and complexity

First-year ROI:148%

Payback period:4.8 months

Additional Impact

Raj now responds to 100% of leads within 2 minutes
Pipeline value increased 70% from consistent nurture sequences
Two agents handle 50% more volume without additional hires

“The speed alone changed everything. Before, I was losing leads to brokers who replied faster. Now my AI responds in 2 minutes with a personalized pre-qualification — and by the time I get on the phone, the client is already warmed up and docs are halfway collected. My pipeline has never been this full.”

— Raj, Mortgage Broker

KEY TAKEAWAYS

What Made This Work

1Speed wins in mortgage — 2-minute response time beat competitors consistently
2AI pre-qualification warmed leads before human contact — higher conversion
3Automated nurture kept the pipeline full without manual follow-up

What surprised us:

Raj's conversion rate nearly doubled. The AI pre-qualification created a better first impression than a rushed phone call, and clients appreciated the instant, professional response.

Want Similar Results?

Raj's business was transformed in 30 days. Yours could be too.