Real Stories, Real Results
See how service providers across Canada are transforming their businesses with Inkris.
Hear From Other Providers
Stefan Li from Easy Mortgage and Shankar Purai from Mortgage Alliance share their experience with the Inkris platform and how it's transformed their inquiry matching.
Why Leading Service Providers Run Their Pipeline on Inkris
Duration: 23:13 • Featuring Stefan Li (Easy Mortgage) & Shankar Purai (Mortgage Alliance)
Case Study
Driving Consistent Results & High-Volume Growth for Mortgage Brokers
Mortgage brokers face volatile pipelines when inquiry sources are inconsistent, unverified, or scattered across untargetable regions. Newer agents and referral-dependent teams often lack the data, CRM discipline, and replacement guarantees needed to keep revenue stable. Inkris Local Services was built to solve exactly that gap.
The Challenge
Inconsistent, low-quality inquiry lists and disconnected CRMs forced brokers to waste time chasing "dead" opportunities with no context or recourse. Without territory control, a replacement policy, or insights before dialing, scaling safely in down markets was nearly impossible.
Even seasoned brokers were exposed to risk: random postal codes, stale phone numbers, and zero visibility into credit posture meant every month felt like a gamble.
The Solution
- Configurable targeting that locks campaigns to the GTA, all of Ontario, or any broker-defined territory.
- Verified vs. unverified inquiry status so reps can prioritize high-intent borrowers.
- Replacement credits for incorrect or unreachable contacts, eliminating wasted spend.
- Instant financial snapshots that prep newer agents with talking points before the first call.
- Persistent data value—verified homeowners stay in the CRM for refinance campaigns every 1, 3, or 5 years.
Premium Plan Spotlight
Stefan Li • Easy Mortgage
Upgraded from Lite → Premium in 3 weeks to capture more volume.
- 100 verified opportunities each month with rollover protection.
- 7+ active files in pipeline at any given time.
- First closed deal produced a commission "well beyond" the $7.5K monthly subscription.
- Team seats allow round-robin outreach so Stefan can focus on live files.
Lite Plan Spotlight
Shankar Purai • Mortgage Alliance
Returned to Inkris after testing five competing vendors.
- Receives consistent GTA inquiries for $1K/mo without relying on realtor referrals.
- Has 3 active files in his first month back.
- A single private deal in progress will cover 12–30 months of subscription fees.
- Uses AI follow-up, credit insights, and interactive CRM to keep prospects warm when they miss calls.
Why Providers Choose Inkris
- Technology: A modern CRM + marketplace engine built for conversion, not generic inquiry distribution.
- Control: Fine-tune geography, product types, filters, and routing to match your exact workflow.
- Consistency: Verified demand, automated follow-ups, and fast replacements keep pipelines steady.
- Scale: Handles solo agents up to multi-rep teams with shared inboxes, quotas, and collaboration tools.
What Case Studies Reveal
Top performers like Stefan and Shankar rely on Inkris as their daily operating system. It centralizes inquiries, conversations, follow-ups, and call routing—giving them a single command center for predictable revenue.
Across every story, the common thread is clarity: better targeting, cleaner workflows, and the ability to close more deals without adding more tools or manual steps.
Case Study • Choice Financial
Greg • Senior Director
Choice Financial • $300M annual volume
Workflow Efficiency
Saved Per Campaign
Goal: plug into a reliable inquiry engine without rebuilding ad funnels from scratch every quarter.
Challenge: Technical Drag & Unreliable Support
- Meta ads required “very technical skills” and weeks of iteration.
- Vendors handed Greg DIY creative tasks and the setup was never smooth.
- Counting the hours, self-run ads barely broke even compared with outsourcing.
Solution Highlights
- Signed up in minutes and tested the 15 inquiries plan.
- System activated within hours and inquiries began flowing immediately.
- Self-serve portal to toggle GTA vs. national geos and mortgage types.
- Inquiry replacement flow credits any "out of area" or invalid contact instantly.
Conversion Playbook
- Work 5–10 inquiries before evaluating performance; it's a funnel, not a slot machine.
- Contact every new inquiry within 5–10 minutes to stay top-of-mind.
- Automate follow-ups and give the system 20+ inquiries before pivoting.
- Only swap inquiries that are truly dead vs. slow to respond.
Conclusion & Analogy
Greg “absolutely” recommends Inkris: start with any budget, test it, and watch how quickly it replaces the headaches of manual ads. Traditional Facebook or Google campaigns were like building a car from scratch for every delivery. Inkris is the custom delivery truck—already fueled, routed, and roadworthy—so your team can focus entirely on hitting the destination and closing deals.
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