Case Study: How a Canadian Mortgage Franchise Converted Nearly Half of New Leads Into Booked Consults

The Challenge

A leading Canadian mortgage franchisor with 182 brokerages wanted to improve lead conversion. In the past, valuable marketing leads went cold because brokers couldn’t follow up instantly, and consult bookings were inconsistent.

The Solution

They partnered with Frontier AI to run a pilot at one franchise, deploying an AI Voice

Agent to:

• Instantly call and qualify new leads from marketing campaigns.

• Book consultations directly into the brokers’ calendars.

• Ensure leads were never left waiting for follow-up.

The Results (First Month)

✅ 129 new leads received

✅ 62 qualified bookings made

✅ 48.06% conversion rate from lead to booked consultation

✅ Proof of concept so strong, the franchisor is now rolling out Call Guardian + Voice AI across all 182 brokerages.