Lead Generation
9 min read

Lead Generation for Loan Market

Published on
23 Apr 2025
Contributors
 Holly Adelaide, Brand Messaging Specialist and Copywriter at SoudCoh Marketing Agency, crafting compelling brand narratives and high-converting copy. Her expertise in digital marketing, content strategy, and audience engagement helps businesses enhance their messaging and drive impactful marketing campaigns.
Holly Adelaide
Brand Messaging Specialist
Rohit Sood, Director of SoudCoh Marketing Agency, leading innovative digital marketing strategies and high-performing campaigns. With expertise in brand growth, lead generation, and conversion optimization, he drives results-driven marketing solutions for businesses looking to scale.
Rohit Sood
Managing Director

Key Results and Impact

80%

refinance leads, 20% new buyers
Higher conversion rates via CRM follow-ups
Increased local brand visibility across Auckland
1–3 quality leads daily
Platforms Used

About Loan Market – Sanjeev Jangra

picture of Sanjeev Jangra reviews
When Auckland-based mortgage expert Sanjeev Jangra connected with us, his mission was clear: turn his stellar reputation into a lead-generating powerhouse. Specialising in refinancing and home loans, Sanjeev’s five-star reviews told one story — clients loved him. Our job? Amplify that story online. With targeted social ads and a data-driven approach, we built a campaign that attracted quality leads and showcased his trusted expertise across New Zealand.

The Challenge

Before partnering with us, Sanjeev faced a digital conundrum — his reputation was gold, but his leads were lukewarm. Here’s what was holding things back:

Market Mayhem

Interest rates were swinging wildly, creating confusion among homeowners.

Unfocused Traffic

Ads were reaching browsers, not buyers.

No Visual Hook

Despite brilliant reviews, there wasn’t a strong visual narrative to stop the scroll.

Under-Leveraged Testimonials

A treasure trove of positive feedback wasn’t being showcased in campaigns.

Too Broad Targeting

Without lookalike audiences or segmented data, ads were missing key demographics.

Our Strategic Approach

Strategy

We rolled out a bold, data-led plan that combined smart targeting, creative storytelling, and seamless tech integration. Every move had one goal — attract homeowners ready to act.

Targeted Audiences That Convert

Using Sanjeev’s CRM data, we built custom audiences of past clients and expanded reach through Facebook lookalikes. This laser-focused targeting put his message in front of those most likely to refinance.

Refinance-First Messaging

We made refinancing the star of the show. Clear, benefit-led headlines highlighted savings and security, connecting directly with motivated homeowners.

Platform-Specific Creatives

Each ad was crafted for its platform scroll-stopping visuals on Instagram, trust-building content on Facebook. The result: more engagement, more clicks.
Example Ad Creative for Loan Market facebook ad campaign
Example Ad Creative for Loan Market facebook ad campaign

Real-Time Copy Optimisation

Through A/B testing, we refined headlines, visuals, and CTAs weekly. The campaign got sharper, more relevant, and more cost-effective over time.

Seamless CRM Integration

Leads flowed straight into Sanjeev’s CRM, triggering instant follow-ups. This quick response turned interest into action — fast.

Target Audience

Our campaign zeroed in on two high-intent groups — homeowners looking to refinance and first-home buyers eager to enter the market. For refinancers, we spoke to urgency and savings during fluctuating interest rates. For first-home buyers, we focused on trust, guidance, and achievable homeownership goals. This dual focus ensured every ad spoke directly to those most likely to act, boosting engagement and conversion from day one.

Services

Our partnership with Loan Market – Sanjeev Jangra focused on end-to-end digital lead generation designed for long-term scalability.
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Facebook Ad Campaign Management
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Instagram Advertising Strategy
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Audience Targeting & Segmentation
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Ad Creative Design & Copywriting
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Real-Time Campaign Optimisation
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CRM Integration & Automation
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Conversion Funnel Development
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Performance Analytics & Reporting

Results

within Weeks of Launch
Once the campaign went live, results came in fast and fierce. Optimisation and data-driven insights turned every dollar into measurable growth.

80%

refinance leads, 20% new buyers
Higher conversion rates via CRM follow-ups
Increased local brand visibility across Auckland
1–3 quality leads daily

Why This Matters

This campaign transformed more than just numbers — it reshaped how Sanjeev connects with his audience. By blending smart data with authentic storytelling, we turned a trusted mortgage adviser into a digital powerhouse. The formula was simple: strategy, speed, and sincerity. With systems now fine-tuned and brand recognition soaring, Loan Market – Sanjeev Jangra is set to keep leading the charge in New Zealand’s dynamic mortgage landscape.

More Case Studies

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