Lead Generation for Brokers, Planners & Finance Firms · Pay Per Result
We fill your pipeline with pre-qualified borrowers, investors and advice clients — using Award-Winning Marketers, an army of 80+ AI agents, and proven data from 50,769+ AI-booked sales appointments. Aligned with a Pay-Per-Result model so we only win when you do.
At a glance
LeadsNow AI is an Australian Pay-Per-Result lead generation engine for mortgage brokers, finance brokers, wealth advisers, and lending firms. AI SDR agents prospect, pre-qualify, and book strategy calls directly into your calendar — you pay only when a compliance-aware, ICP-matched borrower or investor shows up. Since 2017 we have delivered 50,769+ AI-booked appointments and 1,000,000+ leads across 1,786+ clients, with a public 4.6/5 AggregateRating across 43 reviews. Named finance client: Sam Tajvidi / 121 Brokers.
Mortgage brokers, finance brokers, commercial lending firms, asset finance specialists, and wealth advisers who need a predictable pipeline of qualified borrower or investor calls without buying generic shared leads from comparison sites and without paying a retainer for activity reports.
AI SDR agents qualify enquiries against borrowing capacity, employment, deposit, and intent signals before booking the strategy call. We also reactivate dormant CRM contacts (past pre-approvals, stalled enquiries, refinance windows) and recover no-shows. CRM-tagged, audit-traceable, compliance-aware.
50,769+ AI-booked appointments delivered, 1,000,000+ leads, 1,786+ clients, 4.6/5 AggregateRating across 43 reviews. Named finance client Sam Tajvidi / 121 Brokers. Methodology and qualification rules are public at /methodology/.
Pay-Per-Result. You are invoiced per qualified booked call that meets your written ICP filters — not per shared lead, not per click, not per month. No retainer. No ad-spend markup. See Pay-Per-Result methodology.
Most finance accounts have their first AI-booked strategy calls landing within 14–21 days of kickoff. Database reactivation campaigns against dormant pre-approvals and refinance windows typically deliver a 4.4%–8.9% booked-call conversion within the first 30 days.
Shared lead-aggregator leads from sites like Wealthify, Lead Advantage, or Mortgage Lead Generator are typically sold 3–6 times to competing brokers, often $40–$120 per shared lead. Our leads are exclusive, pre-qualified, calendar-booked, and only invoiced when the borrower shows.
Brokers writing $5M–$60M settled per year who need qualified borrowers — first-home buyers, upgraders, refinancers, investors — booked into the calendar with deposit, income, and intent already verified by the AI SDR. Benchmark: 18–42 booked strategy calls per month per broker, ICP-filtered.
Brokers selling business lending, equipment finance, and asset-backed loans to AU SMB. Named LeadsNow finance client Sam Tajvidi / 121 Brokers operates in adjacent territory. Benchmark: cost-per-booked-call benchmarked vs $200–$600 shared-lead aggregators with 3x–6x lead duplication.
Aggregator-supported brokers and franchise groups distributing booked calls across a broker pod. Benchmark: we route AI-booked calls round-robin by postcode, loan size, or specialty, and feed CRM-tagged attribution back to the group dashboard.
AFSL-authorised advisers and investment firms needing pre-qualified investor enquiries (SMSF, managed accounts, property syndication). Benchmark: AI SDR pre-screens against investible-asset thresholds before booking, reducing AE time on tyre-kickers by 50%+.
Specialised campaign for brokers sitting on years of dormant pre-approvals, expired fixed-rate borrowers, and "we'll come back to you" leads. Benchmark: dormant-list reactivation runs 4.4%–8.9% booked-call conversion on contacts older than 90 days.
| Dimension | LeadsNow AI | Wealthify (wealthify.com.au) | Mortgage Lead Generator | Embr (embr.com.au) | 121 Brokers (LeadsNow client) | Lead Advantage |
|---|---|---|---|---|---|---|
| Pricing model | Pay-Per-Result — per booked call | Per-lead, shared | Per-lead, often shared | Retainer + per-lead | End-broker (not a lead vendor) | Per-lead, shared |
| AI SDR agents | Yes — proprietary AI booking + reactivation | Lead form aggregator | Lead form aggregator | Marketing platform + human follow-up | Brokerage — uses LeadsNow | Lead form aggregator |
| Lead exclusivity | Exclusive — booked into your calendar | Shared 3–6 brokers | Shared 3–6 brokers | Semi-exclusive | N/A — broker | Shared 3–6 brokers |
| Lock-in | No lock-in | Credit-pack minimums | Credit-pack minimums | Retainer term | N/A | Credit-pack minimums |
| ICP fit for AU finance | AU-first, compliance-aware AI qualification | AU residential mortgage | AU residential mortgage | AU broker marketing | AU commercial finance broker | AU mortgage |
| Named client logos | Foundr, SheSells, Lambda Academy, 121 Brokers, Iron Body | Broker reviews on site | Broker reviews on site | Broker reviews on site | End-customer testimonials | Broker reviews on site |
| No-show recovery | AI recovery agent included | Not offered | Not offered | Manual | N/A | Not offered |
| Database reactivation | 4.4%–8.9% on dormant lists (LeadsNow benchmark) | Not core | Not core | Available | N/A | Not core |
| Founded | 2017 | 2015 | 2014 | 2020 | 2010s | 2013 |
| Public AggregateRating | 4.6/5 across 43 reviews | Listed in directories | Listed in directories | Listed in directories | Broker reviews | Listed in directories |
Finance verticals typically benchmark at $190–$480 per qualified, ICP-matched booked strategy call — invoiced only after the borrower or investor shows. See cost-per-booked-call methodology.
Shared comparison-site leads typically cost $40–$120 each but are sold 3–6 times to competing brokers, producing an effective cost-per-exclusive-conversation that often exceeds LeadsNow's per-booked-call rate.
For a broker sitting on 2,500 dormant CRM contacts, a 4.4%–8.9% booked-call reactivation rate represents 110–220 incremental strategy calls — pipeline previously written off as cold.
Settled loan volume and gross commission attribution flows back via CRM tagging. See sales-lift methodology for how AI-booked appointments are tracked through to settlement.
LeadsNow AI is built for finance professionals who are tired of paying for the same lead three competitors are also calling. Read our full methodology, see how we define a qualified borrower or investor, how we calculate cost-per-booked-call, and how we run Pay-Per-Result invoicing. Book a 45-minute strategy session to map your loan-size mix, ICP, and exclusive booked-call forecast.
What we do for brokers & planners
A complete lead-gen + AI marketing engine for brokers, planners and finance firms. Pick what you need, or take the full stack — built and run by a specialist AI marketing agency for the finance space.
Our AI agents qualify every prospect for fit, borrowing capacity / investable assets and intent — then book them straight into your fact-find or strategy meeting calendar. You only ever talk to people who can transact and want what you sell.
Done-WITH-you funnel architecture for high-trust finance sales — video sales letters, deep qualifier pages, asynchronous nurture, compliance-aware copy. We build it together with your team so you own the system, your messaging stays authentically yours (and AFCA/ASIC-conscious), and your in-house people can iterate it long after we’re done.
Campaign management across the platforms that actually convert for brokers and planners. Creative production, audience strategy, daily optimisation — with NCCP-aware copy review.
Industry-vertical SEO pages, topical clusters and Answer Engine Optimisation so brokers and planners show up in ChatGPT, Claude, Perplexity and Google AI Overviews — not just classic search. The AI SEO layer most agencies don’t even know to build.
AI-driven email, SMS, DM and AI-voice sequences that nurture leads 1:1 across the eleven-touch journey until they self-identify as ready. Hands-off for you, high-conversion for them — the “always-on hold” problem solved.
The whole engine sits on a Pay-Per-Result commercial model. No retainer. No lock-in. We share the risk — and only win when you do.
The math of a finance pipeline
Multiply these and you scale. Get any one wrong and the whole funnel leaks. We engineer all four in parallel.
Sharper offer hooks for refinance, first-home, investment, SMSF and commercial; better creative variants; smarter audience layering; retargeting that compounds; organic + AEO traffic stacking on top of paid. We squeeze every dollar harder before asking for more spend. Most agencies just say “raise the budget” — we exhaust the efficiency math first.
AI agents responding 1:1 within seconds, qualification flows that pre-sell the fact-find instead of filtering people away, calendar-direct funnels that skip the 3-step lead-chain, smarter follow-up across SMS, email and AI-voice that revives stalled leads. We solve the “always-on hold” lead nurture problem brokers and planners can’t solve manually.
Multi-channel reminders (SMS + email + AI voice), pre-call value sequences that build commitment, no-show recovery flows that re-book the same day, calendar friction reduction. A booked fact-find that doesn’t show is silent revenue loss — we close that gap.
Better-fit borrowers and advice clients arriving warm to the conversation, AI pre-call qualifiers that filter rate-shoppers, sales-script and objection-handling consulting, call-recording review loops. Even a 5-point lift in close rate compounds into a different firm entirely — especially when each settled file is worth $8k–$20k 5-year NPV.
Volume × Booked-call rate × Show rate × Close rate = your business. Lift any one by 20% and the maths compound.
Book a Free Strategy SessionBrand Experience
If you run a mortgage broking, financial planning, accountancy or finance broking business and you’re tired of rate-shopper enquiries, no-show fact-finds and lead lists that won’t pick up the phone… this may be the most important page you read this year. Here’s why…
Most brokers, planners and finance advisers are brilliant at the work. The bottleneck is never the strategy meeting — it’s a pipeline that doesn’t reliably fill with the right people. You’re left juggling referrer relationships, AFG/Connective leads, content, ads, and the occasional cold list… and still wondering where next quarter’s settlements will come from.
Imagine what it would be like to actually FILL your calendar with pre-qualified borrowers and advice clients — people who’ve already self-identified as a fit, already know roughly what they qualify for, and already booked themselves in. Not rate-shoppers. Not lead-form noise. Booked fact-find and strategy meetings.
You could finally hire a second broker. Build out the para-planning team. Take a holiday. Run a proper SMSF or commercial campaign. Build the firm you actually wanted to build — instead of staying stuck as the rainmaker who has to keep hunting just to keep the lights on.
So let’s reflect — are you SICK of being told “just post more on LinkedIn”? Are you DONE with agencies who charge $5k/month retainers and deliver leads who think a comparison rate is a personality trait?
Then quit wasting time, money and stress GUESSING. Put our battle-hardened lead-gen systems to work — the exact systems behind 50,769+ booked sales calls, including our flagship finance case study Sam Tajvidi at 121 Brokers: “AI brought deals our sales team would have NEVER got… and helped close Millions $.”
Many of our finance clients have had to PAUSE their campaigns after just 60–90 days because their pipeline hit FULL capacity. That’s the “problem” we want you to have.
Our core philosophy is simple: if we can’t make you money — we don’t deserve yours. So we do what no other growth agency in the broker/planner space would dare. We work on a Pay-Per-Result basis — with compliance-aware, NCCP-conscious copy. A true win-win.
Pay-Per-Result pricing — performance-based alignment.
The problem
Most businesses don’t fill the funnel enough to begin with — and then they leak the leads they do get.
Low lead volume in. Weak follow-up out. Most potential revenue never survives the journey.
Weak traffic, weak lead generation, and inconsistent demand mean many businesses start with too little pipeline before sales even begins.
Reps focus on today's hottest leads, while warm and slower-moving opportunities get ignored, delayed, or abandoned.
Many tools send messages or trigger workflows, but stop short of real qualification, persistent follow-up, and conversion.
Long-cycle opportunities need structured follow-up over time. Without that, good prospects disappear before they ever buy.
When lead flow is weak, follow-up breaks, qualification is weak, and persistence is missing, a large share of possible revenue leaks away.
Stop the bleed
Pay-Per-Result pricing — We scale sales HARD aligned to your interests, better than anyone else.
The problem we solve
Most funnels lose 97.3% of their revenue between the first ad click and the closed sale. We re-engineer every leak — ad through to recovered ghost-pipeline.
Schedule A Free Strategy Call
Who we help
Our team combines proven direct-response marketing, AI-powered lead qualification and RevOps execution to fill broker and planner pipelines with pre-qualified borrowers and advice clients — only paid for when booked meetings actually land. Compliance-aware copy designed to sit comfortably with AFSL, ACL and NCCP requirements.
We work with mortgage brokers, finance brokers, commercial finance brokers, equipment finance specialists, financial planners, financial advisers, wealth managers, SMSF advisers and accountants. The common thread isn’t the niche — it’s an offer with strong per-file LTV (a settled mortgage = ~$3k–$8k upfront plus 0.15–0.2% trail; a financial planning engagement = $3k–$10k upfront plus ongoing) and a founder who’s ready to scale past referrals.
If we can’t make you money, we don’t deserve yours.
Pay-Per-Result pricing — performance-based alignment.
How it works
Every Revenue cycle feeds learnings back into Lead generation & AI models — so each loop converts harder, qualifies faster, books more.
The leaking bucket
6 leaks pluggedSame ad spend. Typical: 1,000 visitors → 1 sale (0.1%). With LeadsNow: 3.9× ad CTR feeds 3,900 visitors into a less-leaky funnel → 199 sales — about 199× more for the same ad budget.
Everything we do
One team, one Pay-Per-Result agreement, every lever pulled — from the first ad impression through to recovered ghost-pipeline revenue.
Every broker, planner and finance firm we’ve onboarded sits on a CRM full of leads the internal sales or BDM team has already given up on. Borrowers who said “not right now.” Planning enquiries that ghosted after the fact-find. Old expressions of interest from rate-shoppers and refinancers who weren’t ready then — but are ready now and you’ll never know unless someone re-engages them.
That dormant database is the highest-ROI list in your business — because you already paid to acquire every name on it. When LeadsNow’s AI agents work that list, we average 4.4% conversion to booked, qualified discovery call. Our highest reactivation campaign hit 8.9%. Both numbers are multiples of what fresh paid acquisition delivers — on leads your team already wrote off.
The maths most brokers and planners never run
If you’ve been buying mortgage / finance / advice leads at $200–$600 CPL over the last three years, your CRM almost certainly contains 5,000–50,000 contacts your team has either lightly worked or quietly abandoned. At an average $300 CPL acquired-cost, a 40,000-lead database is $12M of historic ad spend already on the books. Most of that pipeline is dormant because no human BDM team can keep eleven-touch nurture going across 40,000 records — not while compliance, fact-finds and settlement files are competing for the same hours.
LeadsNow’s AI agents can. Multi-channel SMS, email, AI voice and LinkedIn — per-prospect personalisation, NCCP-aware language, qualification, calendar booking — running 24/7 across the entire dormant set. Our average campaign turns 4.4% of that list into booked qualified discovery calls. A 40,000-lead database at 4.4% is 1,760 new booked discovery calls. At our top-performing 8.9% it’s nearly 3,600 appointments — a year of settled-file pipeline your team would otherwise need another $12M of fresh ad spend to recreate.
And it’s Pay-Per-Result. We don’t bill you to attempt reactivation — we bill you when booked, qualified discovery calls actually land on your broker / planner calendar from leads you already paid for. The cleanest pipeline maths in finance.
How we run reactivation in finance
The honest framing
Before you buy another $300 lead, let us work the ones you’ve already paid for.
Most brokers and planners we onboard recover more pipeline in 60 days from dormant-list reactivation than from 6 months of fresh paid acquisition. Same Pay-Per-Result model. Lower cost-per-appointment. Faster ROI.
Proof
Real results from real broker, planner and finance businesses we’ve scaled — every name below has filmed their story on camera. Sam Tajvidi at 121 Brokers leads the wall.
Also working with course creators & education brands including Foundr, SheSells.online and others.
“AI brought deals our sales team would have NEVER got… and helped close Millions $”
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“AI brought deals our sales team would have NEVER got… and helped close Millions $.”
“They flooded in 140 new clients within 64 days of marketing...”
“172 clients have joined our Project since opening 3 months ago.”
“We've been consistently adding 40+ members per month — I recommend them to everyone.”
“I tripled my investment… And I can not say that's ever happened with anything else.”
“104 new members in 90 days. With LeadsNow, people who book actually show up.”
“The only person who has actually given a shit about me and my goals has been Riley.”
“I found Riley 5 months ago, before we even opened, and I'm so glad we did.”
“The first program I've ever been involved with that covers the whole package — not just ads or landing pages.”
“I was ready to leave the industry. Now I'm adding 5 new clients a week and hiring my second trainer.”
“Within just 21 days he brought me an extra $7,000 and an 18× return on adspend.”
“I own 3 gyms — Riley and the team gave me peace of mind when nothing else was working.”
“Doubled in members, doubled in revenue. Biggest month we've ever had — and that's post-COVID.”
“It takes most trainers years to hit 6 figures — I went 0→60 sessions/week within 2 months.”
“We took a 2-month holiday this quarter and STILL had our highest quarter on record.”
“Within 8 weeks of opening our first gym, we've gone from ZERO to BREAKING EVEN.”
“FAR MORE leads than anyone else — I've been able to take my first holiday in 3.5 years!”
“81 new small group training members joined so far — with a new baby in the family I'm so relieved.”
“80× 21-day memberships and 49 memberships closed — about $61k over the last four months.”
“$58,506 and 98 new clients in just 12 weeks. If you want help, just do it!”
“Over the last 6 months we've signed up 163 new clients into small group training.”
“57 new members in less than 2 months. The team's progression and the educational info has been outstanding.”
“Going into Lockdown a second time I knew I had a business — I was confident, I knew what to do.”
“75 members in 2.5 months. Doubled our classes, upgraded the gym, never been so busy in my life.”
“$63.5k of sales in only 3 months — we're plus 15 members on pre-COVID, weekly revenue substantially up.”
Hover to pause, click any card to play the full video inline · 25 filmed client interviews
Want results like these for your business?
Pay-Per-Result pricing — performance-based alignment.
Proprietary tech
Always-on prospect engine
Gushes fresh borrowers, investors and advice prospects in 24/7, talking with them 1-1 to warm them up — with compliance-aware messaging.
Auto-qualify · Auto-schedule
Qualifies for fit, borrowing capacity / investable assets and intent — books straight into your fact-find or strategy meeting calendar.
Intelligent sales quality
Tunes outreach by state, sub-vertical (mortgage / SMSF / commercial / planning) and contact profile so your brand stays compliant and high-quality.
Machine-learning success outcomes
Your AI agents split-test and get smarter — optimising for YOUR settled-file and engagement-signed conversions.
Scale without ceiling
Constantly launches new campaigns across home loans, refinance, investment, SMSF, commercial and planning — so the curve keeps climbing.
What makes LeadsNow different
Specific, named systems — not vague “we work smarter” claims.
Per booked meeting · not per month
The entire commercial model only pays out when a pre-qualified fact-find or strategy meeting lands on your calendar. No retainer. No lock-in. If we don’t book meetings, we don’t get paid. Industry-rare structural alignment — particularly powerful when each settled file is worth $8k–$20k NPV.
Built for AFSL / ACL / NCCP
Finance marketing isn’t bought on price comparison — it’s bought on trust, and it has to sit comfortably with AFSL/ACL holders, the NCCP and ASIC guardrails. Our funnels lead with founder VSL, deep qualification, asynchronous nurture and proof density — with copy that’s compliance-conscious from the ground up.
50,769+ appointments trained on
Our AI agent stack screens every lead for fit, borrowing capacity / investable assets and intent before they touch your calendar — trained on patterns from 50,769+ booked sales appointments, including our 121 Brokers flagship. You only speak with people who can transact and want to.
Reply in seconds, not hours
Leads who get a response in under 5 minutes are 21x more likely to convert than leads contacted at 30 minutes. Our AI agents respond instantly — on email, SMS, DM and AI voice — 24/7. The eleven-touch nurture brokers and planners can’t run manually, we run automatically.
How it works
A done-for-you path: research, build, scale, free.
Research and examine what makes your ideal borrower or advice client tick. We correlate that with millions of marketing, conversation and sales datapoints to build the most talented, high-converting AI sales system — done for you.
Your Autopilot Marketing System™ gushes fresh prospects in, warming them 1-1, qualifying for fit, borrowing capacity / investable assets and intent. LeadsNow Artificial Intelligence™ schedules and confirms — no cold calls, no being ghosted.
Niche Cycling™ keeps launching campaigns across mortgage, planning, SMSF, commercial and equipment finance — so the pipeline keeps climbing instead of plateauing. Scale without ceiling.
A private team of engineers building automation, plus expert marketers, gives you the ability to work ON the firm, not IN it. Settlements without burnout.
By the numbers
Free Blueprint
We have generated tens of thousands of sales appointments using AI Agents to conduct highly targeted and extremely effective campaigns — including for brokers and planners. If you want to utilise this strategy before your competitors do, view it now.
Brand Experience
An uncomfortable truth
Most agencies in the broker and planner space charge $3,000–$8,000/month regardless of results. They deliver rate-shopper enquiries, generic lead-form noise, vague reports and zero accountability. Here’s what we see every week when a broker, planner or finance founder books their strategy session with us —
You get a CSV of email addresses each month. 90% never reply. 8% want to know your price and disappear. The other 2% are tyre-kickers. You spent $5k for ten conversations that go nowhere.
The same funnel they ran for a dentist last month is now running for your mortgage broking or planning firm. No qualification depth. No compliance awareness. No understanding that finance is a trust-first, NCCP-bounded purchase.
Six and twelve-month contracts. Cancellation penalties. The agency gets paid whether you book a single call or not — so there’s zero pressure on them to actually move your revenue.
“Reach increased by 240%.” “Engagement up.” “CPL is down.” None of those pay your rent. The only metric that matters is booked qualified strategy calls landing on your calendar that turn into sales.
Most agencies are still manually emailing leads in 2026. The ones who claim “AI” usually mean a ChatGPT-written first message. We’ve trained our agents on data from 50,769+ booked sales appointments. There’s a difference.
Selling a settled mortgage or planning engagement is nothing like selling a $49/month SaaS. The discovery questions, the objections, the trust depth and the compliance posture required — all different. Agencies who don’t live in finance get this wrong.
That’s why we built LeadsNow on a Pay-Per-Result model. You only pay when a pre-qualified fact-find or strategy meeting lands on your calendar. No retainer. No lock-in. No “reach” reports. Just booked meetings with borrowers and advice clients who can actually transact — with compliance-aware copy throughout.
Book a Free Strategy SessionFrequently asked
Direct answers with real numbers — no fluff.
Still got questions? The free strategy session answers them in 45 minutes — no obligation.
Book a Free Strategy SessionFurther reading
We ranked the 10 leading lead-generation and AI marketing agencies in Australia for high-ticket service businesses (brokers, planners and finance firms included) — including six criteria, pricing tiers, honest strengths and weaknesses for each. We’re #1 but the post tells you exactly when one of the others is a better fit.
Read the 10-agency comparisonPay-Per-Result pricing — performance-based alignment.
The thesis behind everything we do
Leads Now AI is a 100% Pay-Per-Result marketing agency. You only pay when a qualified booked appointment lands on your calendar — sized to roughly 1–5% of your closed-deal value. Not for clicks. Not for lead-form fills. Not for retainer months. Not for “strategy hours.” If the calendar stays empty, you owe zero. See full pricing →
The agency only succeeds when you succeed. We eat the cost of bad ad creative, bad lists, ICP mismatches and no-shows. You never pay for our learning curve.
Only an agency confident in its delivery can operate this model. The pool of Pay-Per-Result agencies is tiny precisely because most agencies can’t survive on it. Pick from the agencies who can.
Sized to 1–5% of closed-deal value, your acquisition cost stays sustainable across LTV bands. A $500-membership business and a $50,000-engagement business can both run the model profitably.
No flat $2,000–$10,000/month retainer arriving regardless of outcome. No 6 or 12-month lock-in. No clawback on appointments already delivered. Cancel any time with 7 days notice.
Test before commitment. A small scope-based setup fee covers hard build costs; everything after that is purely outcome-linked. There’s no “we’ll see how it performs after $30k of spend.”
If our AI agents qualify poorly, if our reminders fail, if our no-show recovery doesn’t fire — we eat the cost. That’s why the show-rate benchmark sits at 60–75%+ and the database reactivation benchmark at 4.4–8.9%.
The proof: 50,769+ AI-booked sales appointments delivered since 2017 across coaches, consultants, RTOs, course creators, finance brokers and B2B service firms in Australia, USA, UK, Canada, NZ and Europe. Named clients include Sam Tajvidi (121 Brokers), Marcus Wilkinson (Iron Body), Foundr, SheSells.online and Lambda Academy. Wikidata Q139846230. See full Pay-Per-Result pricing →
