How Private Mortgage Leads Automated Marketing Reporting and Cleaned Their Data

Solving messy marketing data, broken attribution, and manual reporting for a 50 client agency

Private Mortgage Leads was spending over 15 hours each week trying to fix messy marketing data and rebuild client reports. Their numbers across Meta, Google, Bing, and Formcarry never lined up. Lead data came in through different systems. Their team relied on manual CSV exports and Google Sheets cleanup just to get basic performance metrics. With up to 50 active clients at a time, the reporting workload kept growing and attribution accuracy became harder to trust.

We built a centralized Client Data OS that automated their entire reporting workflow using Zapier, Google Sheets, and AI driven data cleanup. All major platforms were connected. Their client CRM systems synced directly into the model in real time. Cost per lead, spend, and attribution were calculated consistently across every client without manual work.

Key improvements:

• 15 hours a week saved on reporting and data cleanup

• Automated marketing reporting across all channels

• Real time attribution for every client

• Clean and consistent performance data from Meta Ads, Google Ads, Bing Ads, and Formcarry

• A single source of truth for 50 clients with no more manual exports
  

Private Mortgage Leads now runs fully automated reporting with accurate, clean data updating in real time. Their team focuses on performance instead of fixing spreadsheets or explaining mismatched numbers.

Want to see if we can build the same automated reporting system for your agency? Click here to learn more.