12/11/2025 - 01/06/2026
The Finance Brokers
An Australian mortgage and finance brokerage running across four service lines and over thirty lender partners.
Fractional CMO
Lead Acquisition
Services
Fractional CMO
Category
Finance & Mortgage Broking
Client
The Finance Brokers
Brief
The Finance Brokers is a national Australian mortgage and finance brokerage operating across commercial finance, mortgages, asset finance, and borrowing advice. Before our engagement, the business ran almost entirely on referrals from a partnered accountancy firm, averaging three to four enquiries a week.
In late 2025, the team brought on a new broker, Jessica Kumar, with zero existing pipeline. Craig, the managing partner, decided to test four different agencies in parallel to find one that could reliably generate qualified mortgage leads from cold paid traffic.
The Challenge
The business had never run paid acquisition. The existing referral model couldn't fill a new broker's calendar, and Craig wasn't interested in people who talked a good game without producing measurable results.
The brief was simple: generate qualified, booked appointments with people genuinely able to refinance, at a cost per lead the business could scale against. Whoever did it best kept the work.
The Approach
I built a complete end-to-end acquisition system rather than just running ads on top of an existing funnel.
The approach focused on:
Repositioning the offer around teachers, a specific, high-qualifying niche
Building a teacher-specific landing page designed to convert cold traffic
Running news-style Meta ad creative tested across multiple variants
Setting up a 5-day automated sequence to convert form-fill into booked calls
Adding a 3-day show-up sequence to drive attendance once calls were booked
The Results
Across two engagement phases from November 2025 to today, the system has produced consistent, attributable results:
229 qualified leads generated from cold paid traffic
143 qualified booked appointments with the broker
$12,000 total ad spend across the full engagement period
$67,000 in settled commission revenue, a 5.5x return on ad spend
Over $100,000+ in unrealised revenue due to the sales cycle of the industry
Conclusion
The trial was meant to find one agency out of four. Six weeks in, the test was over. What started as a single-channel experiment has become a repeatable acquisition system that consistently fills the broker's calendar with qualified mortgage prospects.
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