Auto Finance & Lending · Auckland, New Zealand
Go Waka Car Finance
Full CRM and automation system for an 8-lender consumer finance brand
A complete GoHighLevel ecosystem — 12 published workflows, dual pipelines, native Facebook Lead Ads, multi-lender routing, automated document collection, and a live operations dashboard. 100% native GHL — no Zapier, no ManyChat, no recurring tool costs.
- GoHighLevel
- 12 Workflows
- Dual Pipeline
- Live April 2026
Live & operational — April 2026
1,600+
Contacts unified into one source of truth
3,520+
Automated workflow executions in the first month
214+
Applications tracked across 8 lenders
The challenge
What wasn't working
- Leads from Facebook and the website arrived in separate places. Reps manually checked Business Manager and inboxes. Leads slipped through with no follow-up.
- No immediate SMS or email response to new leads. Average first-contact time was measured in hours, sometimes days — and in consumer finance that directly kills conversion.
- Documents were chased manually via WhatsApp with no tracking of what was sent, what was missing, or how long a file had been waiting.
- Submissions to up to 8 different lenders were tracked from memory and spreadsheets, with no pipeline, no task system, and no escalation logic.
The solution
What we built
01
Speed-to-Lead Engine
First-contact time slashed from days to seconds. Every Facebook lead now receives an automated SMS and email instantly, with a call task assigned within the hour.
02
Automated Document Harvesting
Self-correcting follow-up loop that nudges clients for documents at set intervals and moves the lead the moment they confirm via the form — no staff input required.
03
Intelligent Lender Routing
Tag-based logic system managing sequential submissions across Finance Now, Max Money, CTS Finance, Heart Land, Link Finance, Better Finance, Avanti, and HTF — with automatic pivots and 3-day / 20-day escalation alerts.
04
Operational Command Center
Live 8-widget GHL dashboard giving management 100% visibility into lead sources, pipeline stage distribution, team task load, and lender performance.
The results
What changed
- 100% lead capture — every inbound from every source unified into one pipeline
- 325 real-time admin notifications sent — zero leakage
- 12 published workflows, all live and modular
- 98.9% email delivery, 22.39% open rate on broadcast campaigns
| Metric | Before | After |
|---|---|---|
| First response time | Hours / days | Seconds |
| Document follow-up | Manual WhatsApp + calls | Fully automated |
| Lender tracking | Memory + spreadsheet | Live dual pipeline |
| Escalation alerts | Never | 3-day + 20-day automated |
| Admin lead visibility | None | 325 real-time notifications |
| Reporting | Manual | Live 8-widget dashboard |
"BurkyFlow didn't just organize our leads; they gave us an automated infrastructure that scales with us. We went from guessing our numbers to seeing them live, every single day."
Services used in this build
Want the same system?
CRM and Lead Systems
Leads leak when they live across a phone, an inbox, and three apps. We build one pipeline where every lead is captured, routed, and followed up automatically.
Workflow Automation
The repetitive copy-paste between your booking app, CRM, invoicing, and inbox is where hours and accuracy disappear. We connect them into reliable workflows.
Built for this industry
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