Case study · Mortgage broking
Senior brokers stopped teaching first-home buyers the basics, and started reaching clients before they were ready.
Hours backSenior broker time, no longer spent on the basics
"We can all get the same interest rates as each other. What we can't do the same thing as each other with is the client experience. Now it's about education, and we're getting people before they think they're ready for a first home. Those are clients for life."LGF BrokerageWatch the LGF Brokerage testimonialMortgage broking · video
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LGF Brokerage specialises in land and construction loans for first-home buyers, who typically arrive once they think they're ready, having saved for years. Bringing them up to speed on the fundamentals (grants, offset accounts, savings plans) took hours of senior broker time before any real advice could begin. And there was no scalable way to reach the prospects who weren't ready yet, but could be.
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First-home buyers meeting unfamiliar financial concepts need more than information. They need an experience that builds confidence. We built a self-paced readiness course designed around interactivity, with quiz points and engagement for an audience new to the subject. It educates prospects before they're clients, prepares them for the broker conversation, and works as a lead generation tool along the way.
Senior broker time, no longer spent on the basics
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