AI for Mortgage Brokers:
How Retarget Rev AI Re-Engaged 43% of Leads
Source: Internal case study, Automate Rev AI
Challenge: Most mortgage enquiries went cold after first contact
Solution: AI for mortgage brokers re-engaged leads with personalised, multi-channel automation
Technologies and tools: ChatGPT, N8N, HubSpot CRM, Twilio, WhatsApp Business API, Gmail API
Client
Lion Mortgage Consultants is a UK mortgage brokerage with steady inbound leads from ads and referrals. Despite a strong pipeline, up to 70% of leads went cold after initial contact.
Challenge
The business struggled with:
- Enquiries sitting idle in the CRM without follow-up
- Brokers unable to chase every lead consistently
- Customers shopping around with faster competitors
- High ad spend wasted on unconverted leads
Mortgage buyers often need multiple touchpoints before committing. Without consistent nurturing, Lion Mortgage Consultants was losing thousands each month.
Solution
Automate Rev AI implemented Retarget Rev AI, designed as an AI mortgage sales assistant.
- Behaviour-based lead tagging
Leads were segmented based on actions (opened email, clicked link, ignored message). - AI retargeting for mortgage leads
ChatGPT generated personalised follow-ups addressing common obstacles like documentation, affordability, or rate concerns. - Multi-channel nurture
Leads received reminders via WhatsApp, SMS, and email at carefully timed intervals. - Hot lead routing
Engaged prospects were flagged in HubSpot and sent to brokers for direct follow-up. - Analytics dashboard
Management gained visibility into which campaigns drove the most re-engagement.
Result: conversions doubled
- 43% of dormant leads re-engaged within 30 days
- Conversion rate doubled compared to manual follow-up
- £25,000 in extra broker commissions within 60 days
Industry data shows that 80% of sales require five or more follow-ups (Brevet Group). With Retarget Rev AI, follow-ups happened automatically.
Why AI for mortgage brokers is a must
By using mortgage lead automation, Lion Mortgage Consultants reduced wasted ad spend, improved conversion rates, and freed brokers to focus on closing deals.
Lets get started
Stop letting cold leads drain your budget. Retarget Rev AI re-engages mortgage prospects automatically, turning missed opportunities into closed deals. Book a demo with Automate Rev AI today.
