
Initial observation
A potential customer simulating a loan on a Sunday evening had to wait until Monday morning to be contacted. In a competitive market, this delay often means the prospect is lost to competitors.
Static forms discouraged customers from completing their financing requests.
The lack of structured feedback to the Google Ads platform limited algorithmic learning and therefore reduced targeting efficiency.
Branch advisors spent valuable time filtering incomplete or out of criteria requests (insufficient down payment, out of scope geographic area), at the expense of customer advice. This created mental fatigue that gradually demotivated lead processing.
To attract new talent and independent brokers, the brand also needed to prove its technological edge.





