Mortgage & Insurance Lead Generation Case Studies
Mortgage brokers, loan officers and insurance agents live on lead quality. A cheap lead that never answers the phone costs more than an expensive one that funds.
These cases cover purchase and refinance mortgage campaigns and final expense insurance, with eligibility calculators, phone verification and fast follow-up. Where the client shared them, closings, funded volume and commission are included alongside cost per lead.
All mortgage results
VideoMortgage & Refinance492 Leads at $5.23 CPL
$5.23 cost per lead492Leads generated
VideoMortgage & Refinance823 Leads at $23.97 CPL
$23.97 cost per lead823Leads generated
VideoMortgage & Refinance142 Leads at $4.31 CPL
$4.31 cost per lead142Leads generated
VideoMortgage & RefinanceOffer and Ad Copy Strategy Session
VideoStrategy session
VideoFinal Expense & Insurance55 Leads
55Leads generated
Final Expense & Insurance2,440 Leads at $7.79 CPL
$7.79 cost per lead2,440Leads generated
Mortgage & Refinance154 Leads at $14.58 CPL
$14.58 cost per lead154Leads generated
Mortgage & Refinance$65K+ Revenue on $5,300 Ad Spend
208 leads$65K+Revenue
Mortgage & Refinance5 Offers That Book More Appointments
5Proven offersHow we build mortgage funnels
- Eligibility calculator front end
A short calculator on loan type, value, credit band and timeline replaces a plain form and qualifies the borrower before contact.
- OTP verification
Every lead confirms their phone number, which removes fake and mistyped numbers before they reach a loan officer.
- Speed-to-lead and nurture
Instant SMS and a call, then a nurture sequence for borrowers who are not ready yet.
- Funded-loan tracking
Applications and fundings are sent back to Meta so the campaign learns who closes.
Related guides
- Speed-to-Lead Automation: The 60-Second Follow-Up SystemBuild a 60-second speed-to-lead system in GoHighLevel: instant SMS, AI voice call, email, missed-call text-back and a 5-day nurture, with copy-paste templates.
- How to Reduce Sales Call No-Show Rates to Under 12%Cut sales call no-shows from 38% to under 12%: booking page fixes, a 7-touch reminder sequence, pre-call video, confirmation gate and no-show reactivation.
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Frequently asked questions.
Do these mortgage campaigns work for refinance and purchase?
Yes. The cases include both; the front-end questions and ad angles change, the follow-up system stays the same.
How are mortgage leads verified?
Through OTP phone verification on submission and qualifying questions on loan type, value and timeline.
Can this be used for insurance agents?
Yes. The final expense cases on this page use the same funnel structure with insurance-specific qualifying questions.
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