Mortgage Leads – MINI Pack

(4 customer reviews)

Here’s what you get:

  • 20 leads per month
  • Branded landing page
  • CRM log-in
  • Smartphone app
  • Geo-targeted to your city/region
  • Basic lead alerts
  • Online chat support
  • 1 x auto responder email to leads
  • Custom phone scripts
  • Lead management guide
  • Access to ‘Wealthify Academy’ site
PRICE: $179 per lead + ($595 one time
set-up fee)

$3,580.00 / month and a $595.00 sign-up fee

SKU: mini mort lead a Categories: ,


Looking for fresh mortgage broker leads, on demand? You’ll love our ‘pay as you go’ lead generation subscriptions.

Enjoy mortgage broker leads generated in the name of your business, delivered straight to your inbox! With our MINI Pack, Wealthify has created a an affordable package that’s just perfect for smaller mortgage brokers who want to grow. We’ve put all the pieces together and will manage the entire lead generation process for you as a subscription service.

In our experience, brokers are good at writing loans but struggle with marketing and the skills required to generate leads. It’s no wonder then that most brokers who have a go at themselves fail, then give up in frustration unable to pinpoint why.

If this sounds like you, or your simply don’t have the time to generate your own leads, Wealthify can help. Mortgage brokers can now avoid the capital cost of establishing a lead generation infrastructure and instead simply ‘rent’ by the month all the elements required for successful online lead generation:

  • Landing page templates
  • Ad copy & campaign management
  • Auto-responder messages
  • Customer Relationship Management (CRM) platform

We’ve developed in-house templates and strategies proven to work on Facebook and Google over countless campaigns. We provide the digital marketing expertise your campaign needs for success:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

4 reviews for Mortgage Leads – MINI Pack

  1. Melissa

    Wealthify mortgage lead generation has been great. I’m new to the industry & needed leads in a hurry. Wealthify had real leads generated in the name of my business hitting my inbox in just days. Everything is transparent & reportable, & the support & training I’ve received has been fantastic! I’d definitely recommend Wealthify for mortgage lead generation – then it’s up to you to convert!

  2. stefan

    Wealthify mortgage lead generation worked quite well for me. In my first month I wrote 4 applications for a total of $2.54 million.

    The team at Wealthify are very accessible, supportive and always listen to feedback. Lead generation is hard to do well, but Wealthify make it pretty easy and I’m happy to recommend them to other brokers.

  3. Ionica Cabida
    Ionica Cabida

    Wealthify Lead Generation has been quite useful as it quickly delivered my quota of good quality leads and also provided some material to help convert leads into application. The team at Wealthify have been helpful and are very responsive to any queries I had. I would definitely recommend this service to other mortgage brokers in need of lead generation.

  4. Peter Barnes
    Peter Barnes

    Good Morning Ben,

    Just to let you know how impressed I am with your service. It has been fantastic. I currently have a few candidates looking to proceed which is encouraging. I’m assuming I received the last of the leads on the weekend. I will certainly look to use your service in the very near future.

    Kind regards,


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Are your Mortgage Leads genuine?

Yes they are. All Wealthify mortgage leads ‘opt in’ voluntarily and must a) answer screening questions and b) validate their mobile phone number before becoming a lead for you. If they don’t answer all the questions and verify their number they don’t become a lead. That’s not to say however, that every lead is ‘ready to transact’ right at this very minute. Targeting leads by where they are in the ‘buying journey’ is impossible. Any other mortgage lead generation company who says they can do this is full of ‘BS’.

How are you different to other Mortgage Lead generation companies?

In the world of lead generation, you get what you pay for. Wealthify is a premium mortgage lead generator:
  • All lead quotas are guaranteed (if you pay for 20 leads, that’s what you’ll get)
  • We collect more data on each lead (up to 9 fields of information)
  • We use mostly Google (Facebook mortgage leads are notoriously disengaged)
  • All leads are generated under your brand name
  • Dedicated account manager + support help desk
  • We NEVER recycle or re-sell leads
Operating since 2016, we have generated thousands of leads and run campaigns for hundreds of mortgage brokers. We’ve done workshops and webinars with the MFAA, and many aggregators. We’re not perfect (who is?), but we are reputable, experienced and competent. We care about the result you get and will work with you to help ensure you get a good ROI.

Why are your Mortgage Broker leads more expensive than others I have seen advertised?

See question 2, above. Yes you will find cheaper options than Wealthify leads in the market if you look hard enough – we’re not for everyone. But most likely those leads will be generated mostly from Facebook with only a name & email, & non-validated mobile number or ‘recycled’ from old databases. If you are looking at other (cheaper) options, do your research & ‘buyer beware’. (We have heard some off-shore lead generators are breaking Australian credit laws by cold-calling residents on behalf of brokers). It is not possible to generate a quality lead, that complies with NCCP and privacy laws, for next to nothing. If it sounds too good to be true, it usually is.

Where do you get your mortgage leads from?

We primarily use Google Ads to drive web traffic that gets turned into mortgage leads for you. Any experienced lead generator or digital marketing agency knows leads from Google are generally way more engaged than Facebook leads, and more likely to be actively looking to use your service.

How do you generate your Mortgage Leads?

  1. We build a high-performance branded landing page for you
  2. We drive targeted traffic (from Google) to the page
  3. They have to answer all 8-10 questions and verify their number via SMS pin code.
  4. You then receive an email notifying you of your new lead.
Then it’s your job to call them ASAP and convert 😊

Where are the Mortgage Leads located?

You choose! We can geolocate your leads anywhere in Australia usually down to a 15 km radius.

How long does it take to get the leads flowing?

As soon as we go live with the campaign and depending on the type of campaign, we are running, its normal to get your first leads that day.

Do the leads know they’re going to get a call from a mortgage broker?

Yes they do. When they verify their mobile number a message on screen alerts them they will be getting a call from you. Our system also sends them an email to same effect, so it’s unlikely they will miss both.

What if I have a niche mortgage market or product I want to tap into, is this possible?

Yes this is possible but this will require a ‘custom campaign’ and fees might be different depending on search terms traffic, and volume of leads your looking for.

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