Loan lead management system

Freelancer – Loan Lead Generation & Management

Project Overview

We are looking for an experienced freelancer to manage loan lead generation and lead management for our online loan enquiry platform.

The primary objective is to generate genuine, relevant and qualified loan enquiries through Google Ads, Facebook, Instagram and other suitable digital channels.

Key Responsibilities

- Create and manage Google Ads campaigns for loan enquiries.
- Create and manage Facebook & Instagram lead-generation campaigns.
- Develop advertising creatives, ad copy, headlines and CTAs.
- Identify suitable target audiences for Personal Loan, Business Loan, Home Loan and Loan Against Property enquiries.
- Set up and optimize landing pages and enquiry forms.
- Track leads from advertisement to enquiry.
- Maintain and organize the lead database/CRM.
- Remove duplicate, incomplete and low-quality leads.
- Track lead source, campaign, cost and conversion.
- Optimize campaigns based on CPL and qualified-lead performance.
- Provide weekly performance reports.
- Suggest new keywords, audiences, creatives and campaigns.
- Coordinate with the internal team/authorized lending partners for lead status updates.

Lead Quality Requirements

The focus should be on qualified enquiries rather than just high lead volume.

A qualified lead should generally contain:

- Genuine customer name
- Valid mobile number
- Loan requirement
- Loan amount
- Monthly income
- Employment/business status
- City/location
- Customer consent to be contacted

Campaigns

Initial focus:

1. Personal Loan
2. Business Loan
3. Loan Against Property

Additional loan categories may be added after campaign performance is evaluated.

Required Skills

- Google Ads
- Meta Ads
- Facebook Ads Manager
- Instagram Ads
- Lead Generation
- Landing Page Optimization
- Google Analytics
- Google Tag Manager
- Conversion Tracking
- Keyword Research
- CRM/Google Sheets
- Performance Marketing
- Basic financial-services advertising compliance

Performance Metrics

The freelancer should report:

- Total Ad Spend
- Impressions
- Clicks
- CTR
- CPC
- Landing Page Visits
- Form Submissions
- Cost Per Lead
- Qualified Leads
- Cost Per Qualified Lead
- Application Conversion
- Approval/Disbursement conversion where data is available

Important Compliance Requirement

All advertising and lead-generation activities must follow applicable advertising, privacy and financial-services requirements.

No misleading claims such as:

- "100% Loan Approval"
- "Guaranteed Loan"
- "Guaranteed ₹10 Lakh Loan"
- "No CIBIL Required" unless genuinely applicable
- False interest-rate or approval claims

The freelancer must not purchase, scrape or submit fake leads. All leads must be generated through legitimate advertising/marketing channels with appropriate customer consent.

Deliverables

- Campaign setup
- Ad copy
- Ad creatives
- Audience/keyword research
- Landing-page recommendations
- Conversion tracking
- Lead-generation setup
- Lead management system
- Weekly performance report
- Campaign optimization

Initial Project

Start with a small test campaign and evaluate lead quality before increasing the advertising budget.

The freelancer should provide a clear proposal covering:

1. Previous loan/financial lead-generation experience
2. Proposed advertising strategy
3. Expected deliverables
4. Management fee
5. Recommended advertising budget
6. Expected CPL range
7. Reporting format
8. Examples of previous work