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Back to Case Studies

Case Study

A Mortgage Application Secured in His First Week.

Top 1% in Canada

Barry Porter portrait

Barry Porter, Mortgage Specialist

16.5% lead-to-application rate. Paid for itself week one.

Madison delivers results

16.5%

Lead to Mortgage Application

+55%

Increase in Website Conversions

12+

Hours Saved

Book a Demo Today
May 29, 20262 min read

Customer Spotlight

Barry Porter logo

About

Barry Porter is a mortgage broker with Dominion Lending Centres based in Sarnia, Ontario. He works with homebuyers and homeowners across Southwestern Ontario…

Years in Business

10+

Brokerage

Company
Dominion Lending
Type
Agent
Location
Ontario

Technology

Website
Custom
CRM
Custom
Deployment
1 Site

Product

Mortgages

Summary

Challenge

Barry had a website that generated zero results for his mortgage business. Visitors arrived but left without engaging. He needed an automated system to capture leads and initiate contact 24/7.

Solution

Realty AI deployed Madison on Barry's website to engage every visitor, answer questions about mortgage rates and options, and capture lead information for immediate follow-up around the clock.

Results

  • Mortgage application secured in first week
  • Platform paid for itself immediately
  • 16.5% lead-to-application conversion rate
  • +55% increase in website conversions
  • 12+ hours saved on manual follow-up
  • 24/7 mortgage lead capture
  • Instant notifications for qualified applicants
  • Zero previous results from website now converted
1.

Challenge: A Website That Generated Zero Results

Barry Porter is a Dominion Lending mortgage broker serving Sarnia and Southwestern Ontario. He had built his practice on referrals and relationships, but his website was not contributing to his pipeline in any meaningful way.

Visitors arrived looking for mortgage information, browsed his site, and left without making contact. Without a system to engage them in the moment, even high-intent visitors slipped away before Barry could reach them.

The mortgage market is competitive. When a potential buyer or refinancer is ready to talk, they're also looking at two or three other brokers. First contact often determines who gets the business.

Barry needed an automated system that could engage every visitor immediately, answer their initial questions, and capture their contact information for follow-up.

2.

Solution: Madison Capturing Mortgage Leads Around the Clock

Realty AI deployed Madison on Barry's website, contextualized to the mortgage industry. Madison engaged every visitor immediately, answered questions about rates, pre-approvals, and the mortgage process, and captured lead information in real time.

When a qualified lead was captured, Barry received an instant notification with full context on what the visitor was looking for and their financing situation. He could follow up at exactly the right moment.

Madison worked 24 hours a day, which meant Barry was capturing leads overnight, on weekends, and during evenings when mortgage shoppers are often doing their research.

For a sole practitioner competing against larger teams and bank mortgage advisors, having a 24/7 engagement system gave Barry a meaningful competitive advantage.

3.

Results: Mortgage Application in Week One

Within his first week of using Realty AI, Barry secured a mortgage application directly attributed to a lead captured by Madison. The platform paid for itself within the first billing cycle.

Over the following months, Barry achieved a 16.5% lead-to-application conversion rate, a 55% increase in overall website conversions, and saved 12+ hours of manual follow-up time.

"In just my first week, I secured a mortgage application. The investment paid for itself immediately." — Barry Porter

For a mortgage broker whose website had previously generated zero results, Realty AI delivered immediate, measurable value from the very first week of deployment.

In just my first week, I secured a mortgage application. The investment paid for itself immediately.

Barry Porter
Barry PorterBarry Porter, Mortgage Specialist

Barry Porter | Barry Porter, Mortgage Specialist

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