Case Studies
Real providers,
real results
How mortgage brokers and service providers across Canada are building consistent pipelines with Inkris.
Stefan Li & Shankar Purai share how Inkris transformed their inquiry pipeline. Duration: 23:13
4.5×
Inquiry conversion lift
10+
Deals before mid-month
$30K
Closed in a single month
Easy Mortgage
Stefan Li
Stefan upgraded from Lite to Premium within three weeks because the volume was there. He now receives 100 verified opportunities each month with rollover protection, keeps 7+ active files in his pipeline at any given time, and uses team seats for round-robin outreach so he can stay focused on live files.
His first closed deal produced a commission well beyond his $7.5K monthly subscription within the first month.
7+
Active files in pipeline at any time
Mortgage Alliance
Shankar Purai
Shankar tested five competing vendors before returning to Inkris. For $1K/mo he receives consistent GTA inquiries without relying on realtor referrals. He had 3 active files in his first month back.
A single private deal currently in progress will cover 12–30 months of subscription fees. He uses AI follow-up and credit insights to keep prospects warm when they miss calls.
3
Active files in the first month back
Greg
Senior Director, Choice Financial
$300M annual volume
Case Study: Choice Financial
How Greg scaled his pipeline without rebuilding ad funnels every quarter
Before Inkris, Greg ran Meta ads for Choice Financial, but it required very technical skills, weeks of iteration, and constant DIY creative work. When he finally counted the hours, self-run ads barely broke even compared with outsourcing.
He signed up for the 15-inquiry plan, was live within hours, and could toggle between GTA and national geos without touching ad settings. Invalid contacts are credited back automatically.
His advice: work 5–10 inquiries before judging performance, contact every new inquiry within 5–10 minutes, and let the system run for 20+ before making any changes.
“Traditional ads were like building a car from scratch for every delivery. Inkris is the custom truck, already fueled and roadworthy.”
Greg, Senior Director, Choice Financial
“Inkris is a solid platform for seasoned individuals that have good product knowledge. I have closed in one month $30k but that requires a good understanding of sales and educating the client.”
The Mayer Group
What makes it work
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. Top performers use Inkris as their daily operating system: one place for inquiries, conversations, follow-ups, and call routing.
- Technology: A modern CRM + marketplace engine built for conversion, not generic inquiry distribution.
- Control: Fine-tune geography, product types, and routing to match your exact workflow.
- Consistency: Verified demand, automated follow-ups, and fast replacements keep pipelines steady.
- Scale: From solo agents to multi-rep teams with shared inboxes, quotas, and collaboration tools.
Ready to write your own story?
Get started today and see results in your first month.