9 min read

Loan Market

Published on

23 Apr 2025

Key Results and Impact

Daily Lead Consistency 1-3 Leads/Day

Skyrocketed Lead Quality

Enhanced Local Brand Presence

Boosted Conversion Rate

Contributors

Holly Adelaide

Brand Messaging Specialist

Rohit Sood

Managing Director

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Example Ad Creative for Loan Market facebook ad campaign

Campaign Breakdown

When Sanjeev Jangra, a seasoned mortgage broker with a reputation for five-star service, stumbled upon our electrifying ad campaign, he didn’t hesitate to reach out. The challenge? Turn up the volume on quality lead generation, especially for homeowners keen to refinance amidst New Zealand’s sizzling interest rate fluctuations. With a hefty chunk of the market ripe for refinancing, we knew there was a zesty opportunity waiting to be snatched.

Armed with Sanjeev’s stellar Google My Business reviews and his bulletproof CRM system, we launched a mega-targeted Facebook and Instagram campaign focused 80% on refinance clients and 20% on first-time buyers.

Results? Punchy. We kicked off with NZ$30 per day and were quickly pulling in 1 to 3 leads daily. Initial returns guaranteed a solid lead a day. As data rolled in, we optimised headlines and descriptions to better connect with home loan hunters.

Sanjeev’s in-house team smashed it with lead conversions, backed by lookalike audiences built from his previous clientele. This campaign didn’t just deliver leads—it turbocharged the quality. Our targeting was sharper than ever, driving Sanjeev’s name deeper into Auckland’s booming home loan market.

Who is Sanjeev Jhangra?

Sanjeev Jangra is a highly regarded mortgage adviser based in Auckland, New Zealand, operating under the trusted Loan Market brand. With years of industry experience and an unwavering commitment to customer service, he’s earned a stellar reputation—reflected in his abundance of five-star Google reviews. Sanjeev is passionate about helping Kiwis achieve their property dreams, whether they’re first-home buyers stepping into the market or homeowners looking to refinance for better rates.

His proactive, client-first approach is backed by a strong team and streamlined systems, including a top-notch CRM and detailed customer database. Sanjeev’s knack for understanding the mortgage landscape and delivering tailor-made solutions makes him one of the most trusted names in the business.

The Challenge: Why Sanjeev Needed Help?

With the New Zealand housing market in a tailspin of rate changes, Sanjeev needed a sharp pivot. Here’s what we were dealing with:

Before we jumped in, Sanjeev was fielding too many cold leads and missing out on those ready to strike. The refinancers were out there—but the funnel wasn’t pulling them in. Enter our campaign. Here’s what was slowing things down:

Market Mayhem

Interest rates were swinging wildly. Homeowners, anxious to avoid overpaying, were looking for ways to refinance fast. But without the right message in front of them, they were slipping through the cracks.

Unfocused Traffic

Sanjeev had a solid ad budget and backend system, but his previous efforts were attracting the wrong audience—people kicking tyres rather than ready to commit.

No Visual Hook

While Sanjeev’s reviews screamed credibility, the lack of compelling, creative ad assets meant potential clients weren’t stopping to look.

Under-leveraged Testimonials

Despite a wall of glowing reviews, they weren’t being integrated into the campaign to build trust at first glance.

Too Broad Targetting

The targeting was too broad. No use of powerful lookalike audiences meant the ads were missing people most likely to engage.

With all these pieces disconnected, Sanjeev was missing out on a goldmine of refinance-ready customers.

Strategy: A Zesty Ad Plan That Hit the Mark

We knew we had to get punchy. The plan? Build a custom audience around Sanjeev’s converted leads, plug that into a Facebook and Instagram funnel, and speak directly to refi-hungry homeowners.

Our strategy was a masterstroke of data-driven targeting and creative brilliance. We focused on two high-intent segments: refinancing homeowners and motivated first-time buyers. With killer ad visuals and clear copy, we made it impossible not to click.

Targeted Audiences

We took Sanjeev’s CRM data and built out a custom audience of past converted clients. Then, using Facebook’s powerful tools, we created lookalike audiences that mirrored their demographics and online behaviour. This enabled us to reach new people who were highly likely to convert because they shared the same traits as Sanjeev’s most successful past customers.

Refinance-First Messaging

We made refinancing the hero of our messaging, tapping into a massive portion of the market ready to act. By focusing 80% of the campaign on showing how much people could save by refinancing, we kept the value proposition front and centre. It resonated, clicked, and converted.

Platform-Specific Creatives

Each visual was tailored for its platform. What worked on Facebook didn’t necessarily work on Instagram, so we created punchy, bold visuals that were optimised for different placements. These weren’t generic templates—they were compelling, scroll-stopping images that made users pause and read.

Data-Driven Copy Optimisation

Through constant A/B testing, we refined every element of our messaging—from headlines to CTAs. We ran multiple versions simultaneously, studied the data obsessively, and doubled down on what worked. That meant each dollar spent was more effective than the last.

Seamless Integration with Sanjeev’s CRM

Leads didn’t just sit in limbo. Thanks to his airtight CRM system, every single prospect was followed up within minutes, not hours. This rapid response time kept interest high and helped Sanjeev’s team close more deals, faster.

Solutions: Electrifying Ad Funnels That Delivered

The moment the campaign went live, leads started rolling in—and we didn’t stop there. Our solution was built on momentum and deep refinement.

1. Hyper-Personalised Ad Creative:

The creatives we developed weren’t just pretty—they were personalised to speak directly to our target. We highlighted pain points and benefits that hit home. These ads looked and felt like tailored advice from a trusted source rather than a sales pitch, making them feel more authentic and trustworthy.

2. Real-Time Optimisation

We didn’t launch and forget. Using real-time analytics, we monitored campaign performance daily, adjusting audience segments, budget allocations, and creative placements. Every change we made was backed by data, and we saw incremental improvements week after week.

3. First-Home Buyer Funnels

Though our primary target was refinancers, we carved out a strong strategy for first-home buyers as well. This audience received messaging geared towards aspirations, security, and long-term relationships. Sanjeev’s genuine love for helping these clients came through in every word and image.

Conversion-Ready Systems

Having a responsive team and integrated CRM system meant that no lead went stale. Sanjeev’s brokers were trained, ready, and motivated to act fast—turning leads into customers before competitors could blink.

Example Ad Creative for Loan Market facebook ad campaign 2

Results and Impact

With the foundation set and optimisations in place, the campaign hit full stride—and the results were nothing short of jaw-dropping. Every dollar spent brought back value, and Sanjeev's team was thriving with a steady pipeline of quality leads.

Daily Lead Consistency

After just a few weeks of campaign optimisation, the results stabilised to a consistent delivery of 1 to 3 leads per day. These weren’t just inquiries—they were homeowners actively seeking to refinance, and first-time buyers ready to move.

Skyrocketed Lead Quality

Thanks to our precise targeting using lookalike audiences and retargeting tools, we were attracting higher-intent leads. These prospects knew what they wanted, trusted Sanjeev’s reputation, and were far easier to convert. Less chasing, more closing.

Enhanced Local Brand Presence

The visual consistency and refined messaging amplified Sanjeev’s already strong local brand. Auckland homeowners were seeing his name frequently, reinforcing trust and recognition across channels.

Boosted Conversion Rate

With CRM integration and a lightning-fast follow-up process from his team, the conversion rate surged. No leads fell through the cracks, and every inquiry was handled with care and speed.

The result? A campaign that not only delivered but completely redefined how Sanjeev approached digital acquisition.

Key Lessons from the Strategy

This campaign gave us a front-row seat to what works in a dynamic lending market. The insights weren’t just helpful—they were pivotal.

Optimisation Is Ongoing

Great campaigns aren’t launched—they’re built over time. Each week, new data helped us refine copy, creative, and targeting. That iterative mindset was the secret sauce.

Targeting Trumps Budget

Even with a modest ad spend of NZ$30/day, we saw premium results because we knew exactly who to talk to. Targeting the right people beat out spending big any day.

Creativity Converts

Visuals that tell a story get clicks. From platform-specific designs to messaging that connects emotionally, every creative asset worked overtime.

Systems Seal the Deal

Having a robust CRM and a proactive team made all the difference. Sanjeev didn’t just get leads—he acted on them quickly, which kept the momentum strong.

Growth Onwards

With the playbook proven and systems humming, we’re already looking at where to go next. Here’s our roadmap to expand Sanjeev’s digital dominance:

Scale Smartly

Begin scaling ad spend incrementally, starting from NZ$30 to NZ$50/day, while maintaining strong lead-to-conversion ratios. Track results weekly and adapt.

Launch First-Home Buyer Campaigns

Create separate campaigns specifically for this demographic with emotional and educational messaging. These users value support and guidance—give them that.

Incorporate Video Testimonials

Leverage past client success stories in short-form video. This builds emotional resonance and makes the brand more relatable.

Seasonal Promotions Based on Rate Trends

As interest rates shift, launch urgency-driven offers tied to limited-time refinancing opportunities. This taps into FOMO and drives clicks.

Conclusion

This campaign wasn’t just about leads—it was about redefining what’s possible when the right systems, audience, and creative collide. Sanjeev Jangra’s brand is now not only stronger but more visible, more trusted, and more in demand than ever before.

From consistent daily leads to brand amplification, the impact has been hefty. And as the market continues to shift, this case study proves one thing: targeted digital campaigns, powered by data and heart, work wonders.

We’re just getting started. The momentum is real, the growth is tangible, and the roadmap ahead? Looking brighter than ever.

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