Innovest
Finance & Mortgage
The short version · within 6 weeks
SoudCoh helped Innovest generate high-quality mortgage leads via targeted ads, CRM automation, and booking systems—improving call pickup rates and lead quality since 2024.
The result.
within 6 weeks
NZ$15
Cost Per Lead With High Intent
within 6 weeks
85%
Call Pickup Rate After Reminders
within 6 weeks
From 20% Baseline Pickups
4x
Lift From 20% Baseline Pickups
within 6 weeks
70%
Budget Allocated to Refinance Wins
within 6 weeks
- Industry
- Finance & Mortgage
- Discipline
- Finance & Mortgage
- Services
- Finance & Mortgage · Facebook Ads · Instagram Ads · Lead Generation
- Measured over
- within 6 weeks
Every figure above was read out of this client's live account and is reproduced exactly as the study publishes it. It is a record of what happened on one account, in one market, at one budget — not a forecast for yours.
What would this look like on your account?
Different market, different budget, different numbers. The first call is where we work out whether the same approach fits yours at all.

The case study
About Innovest NZ
Innovest NZ is an Auckland mortgage broking team helping homeowners refinance and first home buyers crack the market. In 2024, Danny Yong asked us to lift lead quality and real conversations. We built sharper ads, smarter forms and a broker-ready CRM. The result was fewer tyre kickers, more booked calls, and a pipeline humming with qualified prospects.
The Challenge
Six core obstacles stood between Innovest NZ and a scalable mortgage lead generation system that delivered real conversations.
Cheap Leads, Low Intent
Leads cost NZ$5, but most never answered or qualified. Advisers burned time chasing ghosts instead of closing deals with genuinely interested homeowners.
Random Call Timing
Cold calls landed at awkward moments. Pickup hovered at 15 to 20 percent and momentum stalled before advisers could have a meaningful conversation.
Fast Moving Interest Rates
New Zealand's shifting rate environment meant messaging had to stay current. Old ads quickly became irrelevant, reducing click-through and conversion rates.
Dull Ad Creative
Previous ads lacked punch and personality. Nothing memorable, nothing to nudge action. The brand blended into a sea of generic mortgage advertising.
Broker Specific Tooling Gap
Generic CRM tools could not track stages, calls and settlements the way mortgage brokers need. Danny lacked visibility into team performance and pipeline health.
Friction in Follow Up
No booking flow or reminders. People forgot, advisers re-chased, and everyone lost time. There was no automated system to keep prospects engaged.
Our Strategic Approach
Mortgage Broker Lead Generation Strategy for New Zealand
We replaced guesswork with a full funnel system that attracts the right prospects, qualifies them early, books calls automatically and gives advisers a clean runway to close. Creative stays fresh, data flows cleanly and the workflow matches how mortgage brokers actually operate.
Service Focus: 70/30 Split
We split effort 70 percent refinance and 30 percent first home buyers to accelerate wins while nurturing longer journeys. This budget allocation matched Innovest's strengths and delivered the fastest return on ad spend.
Thumb-Stop Creative, Trust First
We shot personable videos and image ads with real Innovest advisers plus short proof points. Retargeting layered brand familiarity over time, building trust before the first call.
Premium Positioning Without Price Snobbery
Messaging framed Innovest as sharp, friendly specialists who save time and stress, not just dollars. Social proof and clear next steps made it feel easy to take action.
Audience Bullseye, Not Blunderbuss
Refinancers with existing home loans, stable employment and renewal windows. Lookalike audiences were built off booked calls, not raw leads, ensuring higher quality at every stage.
A CRM That Speaks Broker
We built a mortgage-specific CRM to call, log, stage and report in one place. Danny gets team-wide performance at a glance with full visibility into pipeline health.
Frictionless Booking and Reminders
Leads booked straight into adviser calendars. Automated SMS, email and WhatsApp nudges lifted show rates dramatically, turning interested prospects into kept appointments.
Target Audience
Our campaign zeroed in on two key groups. First, homeowners looking to refinance and lock in better rates, employed, stable, and ready to act. Second, first home buyers dreaming of stepping onto the property ladder, often younger Kiwis needing more guidance. By tailoring messaging and offers for each, we kept relevance high and conversion smooth.
Services Delivered
Results
within 6 weeks
We prioritised quality over volume and made the path to a chat ridiculously easy. The shift was immediate and sustained, with advisers spending more time advising and less time chasing.
Why This Matters
Brokers win when qualified humans show up at the right time. By pairing trust-led creative with booking automation and a broker-ready CRM, Innovest turned ad spend into real conversations and faster settlements. The playbook scales cleanly as rates move, keeping the brand relevant and results predictable.
Tags
- Finance & Mortgage
- Facebook Ads
- Instagram Ads
- Lead Generation
That is one account. Yours is a different one.
We read your ads, your search presence and your tracking the same way this one was read, and tell you what we would change first.
What every number on this page actually means.
Marketing words get used loosely, and a loose word can make a small result look like a big one. Here is exactly what we mean by each of them.
- Conversion
- One real action by one real person: a phone call that lasted long enough to be a conversation, a submitted enquiry form, a booking, or a purchase. Not a page view and not a form that merely loaded.
- Cost per job · cost per lead
- The advertising money spent, divided by the number of those actions. It is the only figure that tells you whether the advertising is worth doing, which is why we publish it next to the count.
- Conversion rate
- The share of people who clicked the ad and then did the thing. A high click count with a low conversion rate usually means the ad and the page are promising different things.
- Ad spend
- Money that went to the advertising platform, not to us. Our management fee is separate and is never included in a cost-per-job figure, because mixing them would flatter the number.
- The measurement window
- The dates the figure covers, named every time. Where a study covers a launch, the clock starts the day campaigns went live — not the day the graph started looking good.
- A starting point
- Where a study knows what a figure was before the work began, that number is printed next to the one it became. Where the account had no history to compare against, the result is printed on its own rather than measured from a number nobody recorded.
- Qualified lead
- An enquiry that matched the service and the service area, so it was worth someone picking up the phone for. Where a study says qualified, somebody checked.
- An anonymised client
- Government, council and cultural-institution engagements are published as sector and jurisdiction only. The work and the measured outcome are described in full; the organisation is not named.
One more, because it matters most: nothing on this page is a guarantee. It is a record of what happened on one account, in one market, at one budget.
What this study cannot tell you is what the same figure looks like on your account — so the marketing budget calculator, with your own click price and close rate. It takes about a minute and asks for nothing.
This page exists because of two of the six stages.
Compound is how our team works on any account — six stages every change passes through. Two of them are why there is anything honest to publish.
Meter
If it can't be measured, it doesn't get bought.
Before a dollar moves, every action worth money to the business is tracked as itself — calls, forms, bookings, purchases — with values attached. Without that stage there is no honest number to publish afterwards.
Ledger
Every change we make becomes a record you can open.
Every change lands in a dated record as it happens — what was added, what was stopped, what was rewritten and what it cost. Writing this page afterwards was reading a file, not reconstructing a memory.
What actually happens after the first call.
No mystery and no lock-in before you have seen anything. This is the sequence every account on this site went through.
- The call
Thirty to forty-five minutes, free
What you sell, who buys it, and what one customer is worth to you. No deck. You leave with a real number for your situation rather than a range.
- Week 0
The audit
We open your account — or your competitors' ground, if you do not have one yet — and write down every leak we can find. That list is yours whether or not you work with us.
- Week 1
The build
Everything the account needs before it can spend a dollar: what it will bid on, what it must never pay for, the ad copy, the assets, the landing pages and the tracking. A second person checks all of it before anything is live.
- Day one
You press go
Campaigns are created paused, every time, so you can read the whole build first. You activate when you are ready, not when we are.
- Days 1–14
The clean
The busiest fortnight your account will ever have. Search terms read daily, waste negated, early winners promoted, ad copy iterated against what is actually being served.
- From there
Rhythm
Weekly optimisation, reporting on a fixed cadence whether the news is good or bad, and a proper conversation each quarter about where the next block of budget should go.
Before you ask us anything
Here is what everybody asks first.
The questions this raises.
Whether the figures are real, how they were measured and over what length of window, what it costs, and whether any of it would hold for finance and mortgage brokers.
The first call is free and there is no deck.
Book a callAre the figures in this case study real?
Yes. Every number on this page was read out of the client's own advertising account and is printed here exactly as the study publishes it, beside the period it covers. The dashboard and ad images are screen-grabs of that account rather than recreations. If one of these figures matters to your decision, ask about it on the first call and we will walk you through where it came from.
How were these numbers measured, and over what window?
The headline figure covers within 6 weeks, and every other figure on the page is printed beside the period it belongs to. We publish the LENGTH of a measurement window and the year, and withhold the exact dates — when a client advertised, and how their trading calendar looks, is their commercial information rather than ours. A conversion means one real action by one real person: a phone call that lasted long enough to be a conversation, a submitted enquiry form, a booking, or a purchase. Not a page view, and not a form that merely loaded.
Would this work for finance and mortgage brokers like mine?
We cannot promise you the same numbers, and nobody honestly can. What this page tells you is what was achievable in that market, at that budget, for that service. Your competition, your service area, your margins and what one customer is worth to you all move the answer. On the first call we build the picture from your figures rather than someone else's, and if the honest answer is that this channel is wrong for you right now, we will say so.
Why does this study show a result but not a starting point?
Because in most of these engagements there was nothing reliable to start from. A brand-new advertising account has no history, and a business that was tracking enquiries on paper or in a spreadsheet has no comparable figure either. Where a real before-number exists we print it next to the after-number, so you can see the movement rather than take our word for it. Where it does not, we print the result on its own. Back-solving a starting point from a percentage would make the page look better and mean less.
Would my business get the same result?
We cannot tell you that, and nobody honestly can. What this page tells you is what was achievable in that market, at that budget, with that service. Your competition, your service area, your margins and what a customer is worth to you all move the answer. On the first call we build the picture from your numbers rather than from someone else's, and if the honest answer is that this channel is wrong for you right now, we will say so.
How much would this cost to run?
Two separate numbers. Your ad spend goes to the platform, and what it needs to be depends on how competitive your market is and how many jobs you want — the smallest companies we work with invest a minimum of A$3,000 a month, and our largest clients run multiple eight figures a month across paid channels. Our management fee is separate and scales with the work. The first call is free and you leave it with a real figure for your situation.
How quickly could we start seeing enquiries?
It depends on the channel. Paid search meets demand that already exists, so calls and forms can arrive within hours of launch, and the first two to four weeks are an optimisation period where waste is cut daily. Most accounts settle into their best rhythm around 60 to 90 days. SEO, content and brand work run on a much longer clock — months rather than weeks — and we will tell you which one your situation actually needs.
Am I locked into a long contract?
No long-term lock-in. We would rather keep the work because it is producing than because a contract says you have to stay. What we do ask for is enough runway to be fair to the account — a campaign judged on its first ten days is being judged during the part where we are still cutting waste out of it. Terms are put in front of you in plain English before anything is signed.
More accounts, same discipline.
Studies from the same kind of work, so you can see how the pattern holds across different businesses.

Finance & Mortgage
Fast Cash Services Melbourne
SoudCoh crafted high-converting ad creatives for Fast Cash Services Melbourne, optimised messaging for trust, and streamlined lead generation with platform-native forms across Facebook and Instagram.
Read case study

Finance & Mortgage
Infinite CA
SoudCoh built Monir's accounting brand from scratch using targeted Google and Meta ads, a revamped website, and creator-led content.
Read case study

Finance & Mortgage
Loan Market
Facebook and Instagram lead generation for an Auckland mortgage adviser: 1 to 3 quality leads a day, split 80% refinancing and 20% first-home buyers.
Read case study
The work that produced this.
Everything above was delivered by one of a handful of things we do. These are the ones this account leant on, written up in full rather than summarised, alongside the page written for finance and mortgage brokers generally.
- Lead generation for brokers and lendersRefinance, first home buyer and investment enquiries convert at wildly different rates, and are worth wildly different amounts to a broker.
- When the phone rings and it is the wrong borrowerBroker campaigns fail on qualification long before they fail on volume. This is the filtering work that sits between the ad and the CRM.
- Targeting by job title rather than by interestFor commercial lending and B2B finance, this is the platform that reaches a named decision-maker instead of a lookalike audience.
The briefing behind the work.
The case study records what happened. These two explain the channel, measurement or operating decision that made the result interpretable in the first place.
Why acquisition quality cannot be judged from the platform before the downstream fields are clean. That case is argued in The CRM hygiene behind a social lead form.
The conversion work that starts once a paid-social lead lands. The other half of it is set out in Email sequences that close jobs rather than report opens.
The work behind this one is written up in full under lead generation for brokers and lenders, and the six stages every change on this account passed through sets out the sequence in order.
Want results like this?
Thirty minutes on your numbers rather than somebody else's, and a written list of what we would change first. Yours to keep either way.
No pitch deck. No upsell. A real conversation and a written list of leaks.
