Results
Mortgage Broker Case Study
How Shore Financial Booked 95 SMSF Calls
The SMSF lending ban gave the market 45 days of warning, and in that window every investor who'd been considering the strategy had to decide immediately or lose the option entirely. Moments like that don't come often in broking, and they punish anyone slow to move. Shore Financial moved fast, we built the entire funnel behind their strategy, from scripting the videos to developing the landing pages and managing the ads. This particular campaign secured 95 booked consultations at $56.44 per booking.
1.98%
Avg CTR for video ads
x95
Bookings from Meta
21%
Conversion rate
$56.44
Avg cost per booking
Client Intro
Meet The Broker
About the Brokerage Behind the Campaign
Shore Financial is one of Australia's largest independent brokerages, a Sydney operation writing serious volume with a team that covers every corner of lending. Businesses at that scale don't chase every opportunity that appears, they pick the ones worth moving on and move properly. The SMSF deadline created a moment worth that machinery. Investors across the market had 45 days to act on a strategy that was about to disappear, which meant a short, intense surge of demand for exactly the help Shore provides. Capturing it needed a funnel built at speed and built properly, since a campaign that underperforms in a 45-day window doesn't get a second run. That's when Shore came to Mober.
The Challenge
What They Needed
How Shore Was Positioned Before We Helped Them
What Shore needed was speed and certainty at the same time. The funnel had to go live almost immediately to matter at all, and it had to work from the first day it ran, because a 45-day window leaves no room for a fortnight of testing and learning. The goal itself was booked consultations, since an enquiry sitting in a spreadsheet was worthless with the deadline looming. Every part of the funnel had to move people from seeing an ad to holding a confirmed time in one continuous motion. Volume mattered, but the cost had to hold as well, because a surge of expensive bookings would have made the whole exercise pointless at scale.
