Case study

Case study

Case study

Real Estate

Real Estate

Mortgage Choice, one of Australia's most trusted brands for homeowners with a network of over 430 brokers, was looking to expand its brand reach. Vollardian was engaged to drive franchisee network growth by building a comprehensive prospect database, redeploying and simplifying their CRM system, and conducting targeted outreach to book meetings for the Mortgage Choice team.

Mortgage Choice, one of Australia's most trusted brands for homeowners with a network of over 430 brokers, was looking to expand its brand reach. Vollardian was engaged to drive franchisee network growth by building a comprehensive prospect database, redeploying and simplifying their CRM system, and conducting targeted outreach to book meetings for the Mortgage Choice team.

Industry

Real Estate

Technology

Zoho

Project Focus

Sales Coaching & Sales Enablement

Solution

Vollardian was engaged to drive franchisee network growth through strategic sales enablement over a three-month period.

Key solutions implemented included:

  • Database Build: Created a comprehensive prospect database of over 15,000+ contacts of mortgage brokers and bank managers to fuel targeted franchisee recruitment.

  • CRM Redeployment & Training: Redeployed and simplified the Zoho CRM system front-end for staff use. Provided targeted CRM training for staff.

  • Targeted Outreach: Conducted ongoing, targeted outreach to book meetings for the Mortgage Choice team. Over 3,000+ prospects were contacted in 2 months.


Results

The engagement delivered significant infrastructure and sales pipeline results for the franchise recruitment team:

  • 15,000+ Prospect Database Built: Created a comprehensive database of mortgage brokers and bank managers to fuel targeted franchisee recruitment.

  • 100% CRM User Adoption: A simplified Zoho CRM front-end and effective training ensured the team fully utilised the new system.

  • 3,000+ Prospects Contacted in 2 Months: A targeted outreach campaign rapidly engaged a large pool of potential franchisees for the network.

  • Significant Pipeline Growth: Direct meeting booking from the outreach campaign led to a substantial increase in the franchisee recruitment pipeline. Vollardian's efforts resulted in a significant increase in the Mortgage Choice Broker network pipeline.


Testimonial

"Vollardian delivered a significant boost to our franchisee pipeline and dramatically improved our team's system adoption."

— Chief Marketing Officer, Mortgage Choice

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