The short version
Lead generation up 50% from Meta Ads. Lead to client conversion up 30% through the Get360 automation. (Figures reported by the client, not independently audited.)
What we did for Finguard Finance
- Website designPlanned, designed and built by our own team, then kept up to date.
- SEOTechnical fixes, content and links, reported by enquiries not rankings.
- Google AdsCampaigns built, tracked and optimised by our in-house team.
- Meta AdsFacebook and Instagram campaigns, creative and audiences managed by us.
- Automation and AIAI and automation wired into the sales process.
What we delivered
The search work is the part with the tidiest numbers, but it was never the whole job for Finguard Finance. We designed and built the website, structured for search from the first wireframe rather than optimised after the fact. The SEO programme runs on top of that: technical fixes, content written for the searches that actually turn into enquiries, and links earned in the client's own market. We also run the paid side, Google Ads for people already searching and Meta Ads for the people who are not yet, and report both in the same plain-English update as the organic numbers. Automation and AI handle the follow-up, so a lead that arrives at 10pm still gets a reply.
One team, one report, one number that matters: enquiries.
The problem
You know the shape of this if you broker finance. A form lands on a Tuesday afternoon while you're at a kitchen table going through someone's bank statements. You get to it Wednesday night. By then they've spoken to two other brokers, and the one who rang back inside the hour has the client.
Finguard Finance had that, sitting on top of a quieter problem. Barely any social presence, and nothing on the website explaining why a borrower should pick them over the broker two suburbs away. Enquiries were thin, and the ones that arrived slipped through the gap between contact and reply.
Nobody there was doing anything wrong. They were broking, which is the job, and follow up lost every day to the work already in front of them.
A new site, ads that follow the rules, and a system that does the chasing
A website that answers the borrower's real first question.
Not "can I trust you", which every broker site claims and none of them prove. The real question is "do you deal with people like me". First home buyers, self employed applicants, refinancers, investors. We wrote a page for each, describing the process from the client's side. That's website design doing an actual job.
Branding and social.
One logo, one set of colours, and consistent templates across the site, the profiles and the client documents.
Meta Ads.
Built around the same borrower situations, through Facebook and Instagram ads. The creative describes the service and the process. No rate claims, no approval promises, no countdown timers.
Get360 CRM and automated follow up.
The part worth explaining properly. Every enquiry lands in a pipeline instead of an inbox, and the chasing happens whether the broker is at a desk or on the road. Built through our CRM setup and GoHighLevel work.
Why broker leads go cold, and what automation fixes
A mortgage enquiry isn't a purchase decision. It opens a consideration window running anywhere from a fortnight to six months, depending on whether the person is bidding at auction on Saturday or idly wondering about next year. Most of that window is silent. During the silence, either you stay in front of them or somebody else does.
Here's the bind. A broker out at appointments six hours a day cannot ring every enquiry twice, send the checklist, chase the ones who didn't reply, and go back to the person who said "give me a month" five weeks ago. There aren't enough hours, and the quiet enquiries get dropped first.
Automation handles the mechanical part. The enquiry gets an acknowledgement straight away, by text as well as email, because one of those gets read. The broker gets the details pushed to them instead of finding them at 9pm. If nobody responds inside a set window, the system chases the broker rather than the client. Anything that goes quiet drops into a longer sequence until the person is ready or asks to stop.
And what it cannot do
Automation does not close loans. Worth saying plainly, because this gets oversold. It doesn't assess a borrower's position, doesn't pick a lender, doesn't structure an application, and doesn't have the conversation where someone finally mentions the personal loan they forgot about. Brokers do that. The system keeps the broker in the conversation until the borrower is ready to have it.
AR Digital Solutions is not a credit provider, a broker or a credit representative. Nothing here is credit advice, and nothing here comments on rates, lending criteria or whether any application will be approved. Finguard holds those obligations. We built the site and run the campaigns.
Why the conversion figure is the one to look at
A 50% lift in enquiries is the easier win. Put money in sensible places with decent creative and volume moves. Lifting the rate at which enquiries become clients applies to every lead the business gets, not just the ones the ads bought. Referrals convert better. So does the database you already paid for. Double your lead volume and you double your lead cost. Lift conversion and the cost of winning a client drops without spending another dollar.
Who this applies to
Any business where the enquiry arrives early, the decision takes months, and the person selling is unavailable by definition because they're with the previous client. More on how we work with mortgage and finance brokers.