A current finance trigger
The enquiry is linked to refinancing, borrowing, equity access or a planned property move.
Lead vertical
Refinance and Mortgage Leads delivered to your workflow.
Owner-occupiers and investors requesting help with refinancing, borrowing or home-loan options.
Australia wideQualification agreed before launch
Commercial relevance
Why These Leads Convert
Finance context supports prioritisation
Property position, reason for refinancing and indicative timing can help brokers organise follow-up.
Fast routing protects intent
Qualified enquiries can be delivered to the selected CRM or workflow as soon as the campaign accepts them.
Lead quality framework
What We Verify
Finance requirement
The campaign records the type of help being requested, such as refinance, purchase or equity review.
Property and borrowing position
Relevant owner-occupier or investor context can be captured through agreed questions.
Location and timeframe
The enquiry includes service-area information and an indicative timing for the finance discussion.
Contact details and consent
Required contact fields and permission for professional follow-up are recorded.
Connected delivery
How Lead Delivery Works
Campaign brief agreed
Target geography, acceptance criteria, exclusions and delivery rules are confirmed before launch.
Enquiry details captured
The form records the information required for the selected lead product and campaign.
Contact checks applied
Submitted contact details and consent are checked using the campaign’s agreed process.
Delivered to your workflow
Accepted enquiries are sent to GoHighLevel, another CRM, email or an approved webhook.
Campaign criteria
Qualification rules aligned before launch.
The final campaign criteria are agreed with your team, so each enquiry is assessed against the information that matters to your sales process.
Qualification criteria
01Finance intent captured✓
02Property or borrowing position✓
03Indicative timeframe✓
04Valid phone and email✓
05Consent for partner contact✓
Questions
Refinance and Mortgage Leads FAQs
Clear answers about qualification, delivery and campaign setup for this lead product.
Yes. Campaign questions and routing rules can separate different finance requirements.
Yes. Geography and other agreed rules can determine the destination.
Delivery is configured around the chosen destination. Any specific service-level commitment should be confirmed in the campaign agreement.
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