Key Results and Impact
call pickup after reminders
lift from 20% baseline pickups
Brand familiarity across sequences
Pipeline velocity and clarity up
About Like Innovest NZ
Innovest NZ is an Auckland mortgage broking team helping homeowners refinance and first home buyers crack the market. In October 2024, Danny Yong asked us to lift lead quality and real conversations. We built sharper ads, smarter forms and a broker ready CRM. Result? Fewer tyre kickers, more booked calls, and a pipeline humming.
The Challenge
Cheap leads, low intent
Leads cost NZ$5, but most never answered or qualified. Advisers burned time chasing ghosts.
Random call timing
Cold calls landed at awkward moments. Pickup hovered at 15 to 20 percent and momentum stalled.
Fast moving interest rates
Even when someone showed interest, there was no system to manage or follow up effectively.
Dull ad creative
Previous ads lacked punch and personality. Nothing memorable, nothing to nudge action.
Broker specific tooling gap
Generic tools could not track stages, calls and settlements the way brokers need.
Friction in follow up
No booking flow or reminders. People forgot, advisers re chased, everyone lost time.
Our Strategic Approach
Strategy
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
We split effort 70 percent refinance, 30 percent first home buyers to accelerate wins while nurturing long journeys. Embedded idea: a simple pie chart showing budget split and resulting call volumes by segment.
Thumb stop creative, trust first
Shot personable videos and image ads with real Innovest advisers plus short proof points. Retargeting layered familiarity over time. Embedded idea: a before and after ad gallery or 15 second sizzle reel.
Premium positioning without the 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. Embedded idea: testimonial cards with headshots and star ratings.
Audience bullseye, not blunderbuss
Refinancers with existing home loans, stable employment and renewal windows. Lookalikes built off booked calls, not raw leads. Embedded idea: a simple audience map visual with tiers.
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. Embedded idea: dashboard screenshots with key widgets blurred.
Frictionless booking and reminders
Leads booked straight into adviser calendars. Automated SMS, email and WhatsApp nudges lifted show rates dramatically. Embedded idea: a flowchart of the booking journey.
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, balancing quick wins with long-term growth for Innovest’s brand and broker network.
Services
We delivered a tightly integrated growth stack that turns attention into booked conversations and settled loans, while keeping creative fresh for New Zealand’s shifting rate climate.
Facebook and Instagram ad strategy
High intent lead form builds
Video and image ad production
Conversion optimised landing pages
Calendar booking integrations
Mortgage specific CRM setup
Audience building and retargeting
Calendar booking integrations
SMS, email and WhatsApp reminders
Analytics and performance dashboards
Copywriting and compliance reviews
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.
call pickup after reminders
lift from 20% baseline pickups
Brand familiarity across sequences
Pipeline velocity and clarity up
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.
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