The Challenge
Hire qualified loan originators, fast, and everywhere.
The client is one of the top mortgage lenders in the United States, licensed in 49 states plus DC. To keep pace with demand, they needed to recruit qualified loan originators quickly and at scale. That's the kind of high-volume, high-quality talent pipeline that's notoriously hard to build in-house.
The role was attractive, with base pay of $125K plus bonus, but reaching the right candidates, starting real conversations, and converting interest into booked interviews required a disciplined, multi-channel engine and live human follow-through.
The Approach
We ran personalized 1-to-1 outreach across email, SMS, WhatsApp, LinkedIn, Instagram, and X. Each message opened with a researched, human-sounding introduction and was handed to a live agent the moment a candidate replied.
Email outreach
SMS & WhatsApp
LinkedIn & social
Live agent handling
Multi-channel sequencing
Appointment booking
The campaign ran for 18 months. A representative email sequence alone sent 47,283 messages at a 12% response rate and booked 453 appointments. A parallel WhatsApp sequence sent 63,193 messages at a 9% response rate and booked 568. Together they drove over 110,000 messages and 1,000+ appointments straight onto the calendar.
