Ontario mortgage brokerage — C$96k in 45 days from dead-database revival
18-month cold list of 4,200 contacts revived via AI SMS with CASL-compliant consent handling. Responses routed to a live broker within 60 seconds.
C$96k
revenue, 45 days
34
consults booked
100%
CASL audit trail
The challenge
The brokerage sat on a large database of old leads from a previous marketing programme with no reliable consent record. Reactivating them under CASL required careful sequencing and clean opt-out handling.
What we built
Consent audit: segmented the list by acquisition source and last touch date; discarded any records without a defensible consent trail.
AI-drafted SMS variants tested in small batches for STOP rate before scaling. Every conversation is logged with a full audit trail (send timestamp, message body, response, disposition).
Live-broker routing: any response classified as intent-bearing pings a broker's phone within 60 seconds via a workflow-triggered outbound call.
Automated STOP handling + suppression list synced hourly.
Outcome
Booked 34 refinance consults in the first 45 days. Closed 11 for C$96k in commission. STOP rate stayed under 0.9%. Full CASL audit trail on every message.
Services we deployed
Build duration: 1-week build + 60-day supported campaign
Want the real, verified case?
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