From 0% Responses to 12.5% Conversions
Helping a SaaS bring on more mortgage brokers for LOS
Providing LOS for Mortgage Brokers
A mid-sized SaaS company that provides loan origination software (LOS) to independent mortgage brokers.
“For every 1 in 8 brokers we reached out to converted, not replied, but converted. This completely shifted our outbound strategy. Plus with the built-in dialer, our reps can focus on dialing brokers.”
Problem: 10,000+ Emails, 0% Response—A Broken Outbound Strategy
A mid-sized SaaS company providing loan origination software (LOS) to independent mortgage brokers was struggling to generate pipeline. Their sales team had spent over six months on outbound efforts—sending emails through HubSpot, doing some manual LinkedIn outreach, and making cold calls. However, despite reaching out to thousands of potential customers, they saw zero engagement.
The root of the problem lay in their approach. Their email strategy was fundamentally flawed. They were using HubSpot, which tracks open rates—a practice that increases the likelihood of emails being flagged as spam. As a result, most of their emails weren’t even reaching inboxes. On top of that, their messaging lacked personalization and was based on generic templates with placeholders. Without a compelling offer, their outreach failed to spark any real interest.
With funding running low and pressure mounting to meet aggressive growth targets, the company was at a critical juncture. They needed to rapidly turn their outbound strategy around to generate pipeline and secure their next round of funding.
Solution: AI-Powered Sales Clones That Fixed Deliverability & Personalization
To turn things around, the company adopted Prospect AI’s Sales Clone, an automated outbound system that executed highly targeted outreach across multiple channels.
The first major change was fixing deliverability issues. Instead of relying on HubSpot, which was hurting their email reputation, Prospect AI set up dedicated sending domains and email addresses. This prevented their primary domain from being flagged as spam and ensured their emails actually landed in inboxes.
The second key improvement was personalization at scale. Rather than sending generic, templated emails, the AI Sales Clone crafted hyper-relevant messaging tailored to each prospect. It didn’t just insert placeholders—it analyzed their audience and incorporated a compelling offer into the outreach, making the messaging far more engaging. This level of personalization was applied across both email and LinkedIn, making their outreach significantly more effective.
Most importantly, everything was fully automated. Unlike their previous manual process, Prospect AI handled the entire end-to-end execution—from writing messages to sending them—allowing their sales team to focus on closing deals instead of chasing unresponsive leads.
Result: From 0% to 12.5% Conversion—Real Revenue Impact
By implementing Prospect AI, the company transformed its outbound sales efforts. In just two months, they went from getting zero responses to achieving a 12.5% conversion rate—not just in replies or meetings, but in actual new brokers signing up for their loan origination software.
This wasn’t just a minor improvement; it was a complete turnaround. The combination of better email infrastructure, hyper-personalized messaging, and a compelling offer made their outreach impossible to ignore. Instead of being lost in inboxes, their emails and LinkedIn messages resonated with mortgage brokers, leading to a steady flow of new signups.
With a newfound ability to predictably acquire new customers, the company was no longer struggling to generate pipeline. Their outbound strategy, once a major bottleneck, became a key driver of growth.