How much is poor process costing you?
Most brokerages don’t lose deals to competitors — they lose them to silence. Set your funnel as it runs today, then ask what a percentage lift on any step would be worth.
Your numbers
144 a year
Your typical loan amount
Your funnel, from your 144 leads a year
Set each slider to where you honestly are. The +% beside it adds percentage points — at 62%, +20% means reaching 82% of them.
The funnel
of the leads you speak to — no chasing needed
of the leads that don’t proceed straight away
of the leads you follow up
That settles 24 deals a year — 2 a month — and everything below is a share of those clients.
After settlement
of your settled clients
of your settled clients
of your settled clients
of settled loans still in place at 2 years
The assumptions
- Upfront commission 0.65% of the loan; trail 0.15% a year — the industry standard.
- Every lead gets spoken to; leads that never get follow-up convert at zero.
- Half of referrals become a settled deal.
- A testimonial is worth 0.1 deals of future marketing value.
- A returning client is worth one deal.
- Deliberately conservative — compounding effects (referrals who refer, reviews lifting search) are left out. The real number is bigger.
Worth every year
$0
Add a percentage to any step to see what lifting it would be worth.
Marketli automates the levers in this funnel: instant lead follow-up, referral asks, review requests and client check-ins that fire on settlement — without anyone remembering to do them.