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LeadPro Mortgage Referral Conversion Proposal

Capture value from referrals that currently drop after email-only journeys. Zeus runs an education-first WhatsApp workflow to improve engagement, drive broker appointment requests, and produce a measurable ROI case study for Pivotal Group.

LeadPro referrals WhatsApp-first nurture Pilot to scale model

See Pivotal Group Pricing Book Proposal Review

Objectives and actions

Objectives

Capture value from LeadPro mortgage referrals that currently drop after email.
Increase engagement using WhatsApp without adding headcount.
Maximise broker appointment requests and build a measurable ROI case study.

Actions

Pilot scope: LeadPro estate agency referrals who answered Yes to mortgage support and consented to contact.
Data feed: LeadPro webhook preferred, or CSV for a controlled pilot cohort.
Zeus workflow: education first (DIP readiness, affordability, why speak early), then CTA to request broker call.
Handover: broker-request leads sent by email with contact details and conversation context.
Reporting: reply rate, appointment requests, and conversion outcomes to quantify ROI.

Timeline, next steps, and blockers

Timeline

Mon 9 Mar 2026: confirm pilot franchise (recommended high-volume group like NHM) and invoice approval.
Tue 10 Mar 2026: kickoff call with Zeus and LeadPro admin (for example Louise Hudson) to confirm fields, webhook, and mailbox routing.
Tue 10 Mar to Fri 20 Mar 2026: integration setup, template approvals, QA testing.
Mon 23 Mar 2026: pilot launch until 2,800 nurtured leads are consumed, then review and scale decision.

Next steps and blockers

Next step: appoint one business owner for approvals and sign-off.
Next step: confirm routing mailbox and SLA for broker callback handling.
Blocker: webhook access and field mapping from LeadPro not yet finalized.
Blocker: message templates cannot go live until compliance sign-off is complete.
Blocker: launch date depends on confirmed pilot cohort list or CSV delivery.

LeadPro workflow architecture

Zeus runs a managed WhatsApp journey centered on education first, then routes broker-ready conversations to your team for fast booking.

1) Ingest

LeadPro referral enters Zeus via webhook or controlled CSV upload.

2) Nurture

AI sends borrowing power, DIP readiness, and affordability education.

3) Handover

When the customer requests a broker, Zeus emails the agreed mailbox with full context.

90 Day estate agency lead nurture

Stage	Timing	Trigger	Purpose
1. WhatsApp Template	Day 0	Lead created	Meta compliant template welcome message
2. Immediate Engagement	Day 0 to Day 1	No reply in 30 minutes	Establish authority, provide borrowing guidance, introduce Decision in Principle
3. Early Journey Support	Week 1 to Week 2	No booking after 48 hours	Build trust, answer FAQs, maintain light engagement
4. Light Urgency Activation	Week 4	Still unbooked at 1 month	Introduce mortgage ready certificate and create competitive positioning
5. Late Conversion and Expansion	Week 8	Still unbooked at 2 months	Final mortgage check-in and introduce protection

Day 0 - Welcome Message (Immediate)

Hi {{firstName}}, your details have been kindly referred to us by {{EstateAgencyName}}. We are here to help you get mortgage ready and make the buying process simple and stress free.

If you have any questions about how mortgages work or what you can afford, just ask. I will also send useful information shortly about how to calculate how much you could borrow.

Day 0 - +30 Minutes - Borrowing Power Education

Hi {{firstName}}, just following up on borrowing power. In general, lenders will offer around 4 to 4.5 times your household income.

For example, if your combined income is GBP 40,000, you could potentially borrow around GBP 160,000 to GBP 180,000, subject to checks. You would also typically need a deposit of at least 5 to 10 percent.

If you would like, we can arrange a quick call with a broker to explore what you could realistically borrow and discuss getting a Decision in Principle.

Expected commercial funnel results

Based on the Lifetime Planning Exp Lead use case. Percentages are from a dataset of 485 users and applied to a projected base of 1,000 estate agency mortgage referral users.

1,000 leads

1,000 leads were reached out to.

260 responses

25.98% of leads responded.

130 meetings

13% of people requested a meeting.

Lead conversion calculator by agent capacity

Adjust lead volume and number of agents to estimate per-agent workload and conversion output.

Total responses 260

Total meetings 130

Leads per agent 200

Meetings per agent 26

Visual testimonial section

Ian Bush

Managing Director, Mortgages First

"We're flying on client retention seeing a 54% engagement rate with Zeus. The retention team booked over 540 meetings this month which is a personal best!"

Michael Kenny

FS Manager, Embrace Financial Services

"Previously uncontactable customers are now requesting appointments. Advisors feel the new WhatsApp process is helping convert hard-to-reach clients."

Matthew Rowne

Director, The Buy-To-Let Broker

"Zeus gives us an advantage with 24/7 sales engagement. The Zeus team worked with us to train the AI to our business needs."

Pivotal Group Pricing

Platform fee

GBP 1.27

contact / month, minimum 250 contacts per month.

Set up fee

GBP 1,747

one-off, includes staff training.

Meta usage charge

~GBP 4.50

per 100 conversations, paid directly to Meta.

Contract commitment deals

12 month contract: no set-up fee.
24 month contract: 11% discount.
Contract paid in advance: 8% discount.
Free dashboard training for SMTs.
Ability to elect a member to the Zeus Customer Innovation Committee.

Volume usage deals

Volume contacts / month	Price contact / month	Discount
0 - 1,000	GBP 1.27	0%
1,000 - 10,000	GBP 0.94	24%
10,000 - 50,000	GBP 0.63	51%
50,000 - 100,000	GBP 0.59	54%
100,000+	GBP 0.54	57%

Book and pricing

Review the pricing model, then schedule a working session to confirm pilot franchise, data routing, approval owners, and launch checklist.

Book proposal review Jump to Pivotal Group Pricing

Implementation next steps

Confirm pilot franchise group and commercial sign-off owner.
Run technical kickoff with Zeus + LeadPro admin to validate field mapping and webhook routing.
Finalize message templates and compliance approvals.
Launch pilot and track reply rate, meeting request rate, and downstream conversion.
Review outcomes at 2,800 nurtured leads and decide scale plan.