How David Generated 135 Qualified Applications in Just 30 Days

Background

David operates a mortgage business that focuses on helping first-time homebuyers, veterans, first responders, and self-employed individuals secure their first or second home, as well as investment properties. Unlike traditional mortgage brokers, David’s approach ensures everyone—regardless of credit, background, income, or visa status—has a seamless, simplified experience with just one click.

Before working with Triangle, David struggled with major industry pain points:

• Lack of communication throughout the loan process
• Fear of the unknown — clients were unsure about qualification, timing, and next steps
• Concerns around closing on time, unexpected costs, and a complex mortgage process
• Overwhelm and confusion about how to even begin

David needed a streamlined, automated, high-converting lead generation and sales system that could generate predictable applications while building trust and confidence throughout the mortgage process.

Challenges & Goals

David’s primary challenge was scaling his mortgage business without relying strictly on referrals or inconsistent lead sources. His process depended on manual outreach, slow follow-ups, and almost no automation — leading to inefficiencies and missed opportunities.

His core goals were:

• Generate a consistent flow of high-quality mortgage leads
• Convert leads into booked calls without endless back-and-forth
• Improve efficiency through automation for nurturing and follow-up
• Increase client confidence and eliminate confusion during the home-buying process

Process & Strategy

After identifying the gaps in David’s process, Triangle implemented a proven, systemized approach to rebuild his front-end acquisition and follow-up engine:

1. High-Converting Offer & Lead Generation Strategy

Triangle crafted a clear and compelling message positioning David as the go-to mortgage expert for first-time buyers, veterans, and self-employed individuals.
Targeted paid ad campaigns were launched using Triangle’s Buyer Awareness Strategy to cut through noise, reduce CPL, and drive motivated leads directly into his pipeline.

2. Automated Self-Booking Funnel

Triangle built a high-converting appointment funnel allowing prospects to schedule calls instantly.
A streamlined online booking flow eliminated friction, increased conversions, and generated far more self-booked appointments.

3. Lead Nurturing & Follow-Up System

Triangle implemented automated SMS and email nurturing sequences to keep leads engaged and reduce no-shows.
Human-driven follow-up was layered in for non-booked leads, converting more prospects into scheduled calls.

4. Optimized Show Rate & Sales Call Process

Triangle built a multi-step follow-up cadence with reminders, confirmations, and value-driven messaging to ensure high show-up rates.
A consultative sales structure helped David address concerns about credit, costs, and timelines, increasing trust and movement through the pipeline.

Results

David saw game-changing results within just 30 days:

• 147 leads generated
• 135 total qualified applications submitted
• 83 self-booked appointments out of 147 leads at a CPL of just $19.92
• $1873 in ad spend generated a high volume of motivated home buyers ready to take action

By implementing Triangle’s battle-tested systems, automations, and consultative process, David was able to scale his mortgage business faster than ever — without spending hours manually chasing unresponsive leads. Triangle gave him a predictable, scalable engine that keeps his calendar full of qualified home buyers on autopilot.

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