A growing mortgage and financial services company came to us with a clear problem: they were working hard but not efficiently.
A growing mortgage and financial services company came to us with a clear problem: they were working hard but not efficiently. Their lead generation relied heavily on manual follow-ups and scattered spreadsheets, which meant that valuable opportunities were slipping away. The sales team often spent hours chasing cold leads while warm prospects went unattended.
On top of that, their website was outdated, slow, and not optimised for conversions. Visitors had no clear journey from initial interest to booking a consultation, which caused high bounce rates and a low number of inquiries. The leadership knew that if they didn’t modernise their processes and digital presence, they’d fall behind competitors already embracing automation.
We approached the project with a complete GoHighLevel (GHL) transformation strategy. The goal was not just to set up a CRM but to create an integrated, automated sales ecosystem that worked 24/7.
Platform Setup & Branding: We built a fully branded GHL instance with the company’s logo, colour palette, and custom domain for a professional, trustworthy feel.
Website Redesign: A new, conversion-focused website was developed with clear CTAs, lead capture forms, and mobile optimisation. This ensured visitors had a seamless experience across all devices.
Automated Workflows: We created customised lead-nurturing sequences via email and SMS. Each new inquiry triggered an immediate personalised response, ensuring prospects felt valued from the first interaction.
Lead Routing & CRM Integration: Leads were automatically scored, tagged, and assigned to the right sales rep, eliminating delays and confusion.
Analytics & Tracking: We implemented performance dashboards to monitor leads, campaign success, and ROI in real time.
AI-powered chatbot for instant customer support and lead qualification
Advanced analytics dashboard for real-time performance monitoring
The impact was immediate and measurable:
70% increase in qualified leads within 60 days of launch.
Reduced average lead response time from hours to under 5 minutes.
A 35% improvement in consultation bookings due to the streamlined website and faster follow-ups.
Sales reps reported spending 40% more time on closing deals instead of chasing unqualified leads.
By replacing outdated manual processes with a fully automated, well-branded digital system, the mortgage company positioned itself as a modern, client-focused business. Today, their GHL-powered workflows continue to deliver consistent, predictable growth while freeing their team to focus on building relationships and closing more deals.
Join hundreds of businesses that have transformed their operations with our expert GoHighLevel solutions.
Start Your Project Today