Case Study

Reverse Mortgage Company

Reverse Mortgage Company Campaign Generates Strong Engagement From Just 40 Leads

40

Targeted leads generated

4-Day

Test campaign

10 / Day

Leads generated daily

25.64%

Top email open rate

The Numbers

The Results at a Glance

The Challenge

Reverse mortgage leads can be difficult and expensive to generate, particularly when relying on broad advertising or traditional prospect lists.

The goal of this campaign was to test whether a small number of highly targeted, intent-driven prospects could produce meaningful engagement without the need for a large advertising budget or a huge database of cold contacts.

The focus was therefore on quality over quantity — identifying people whose recent online activity suggested a genuine interest in reverse mortgage information, then measuring how well those prospects responded to a simple follow-up sequence.

The Campaign

After a short four-day test, the campaign generating 10 leads per day, resulting in a total of 40 prospects.

The leads were then added to the businesses CRM and entered into a simple three-email automated follow-up sequence.

The campaign was intentionally basic, making it a useful test of the underlying lead quality rather than a sophisticated email strategy.

The Impact

Email delivery remained exceptionally high across all three messages, while open rates improved as the sequence progressed:

17.50%

Email 1 open rate

20.51%

Email 2 open rate

25.64%

Email 3 open rate

For an inexperienced cold-email campaign, the growing engagement suggested the prospects were highly relevant to the reverse mortgage keywords being targeted.

The Bottom Line

40 targeted leads → strong email deliverability → rising engagement

A clear example of how relevant, intent-driven leads can create meaningful engagement even with a very simple follow-up campaign.