Tools · ROI
Mortgage funnel ROI: how many loans pay for it?
Replace the illustrative defaults with your numbers. Everything runs in your browser.
Closed loans needed to break even
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Illustrative only. Not a forecast or guarantee; results depend on your market, traffic and follow-up.
Reading the result
How many loans pay for a funnel?
Divide total monthly cost — plan, ad spend and the setup fee spread over a year — by what one closed loan earns you. If your funnels reliably produce more closed loans than that, the plan pays for itself; if not, adjust traffic, follow-up or plan size.
The biggest lever is usually not lead volume but the two rates in the middle: how many leads become applications, and how many applications close. That is what speed-to-lead and good result pages move. Speed-to-lead explained.
How many loans pay for a funnel?
Divide your total monthly cost (plan + ad spend + setup spread over a year) by what one closed loan earns you. With the illustrative defaults on this page and the Funnel Stack plan, it takes less than one closed loan a month — run your own numbers to see yours.
Where do the default numbers come from?
They are illustrative inputs, not benchmarks or promises. Replace them with your own: your lead volume, your application and closing rates, and your compensation per loan.
Do you guarantee a return?
No. Results depend on your market, traffic, follow-up and loan programs. The calculator helps you decide what volume would make a plan worthwhile.
What should "revenue per loan" include?
What one funded loan is worth to you before marketing costs: your compensation (or your company's margin for owners). Exclude anything already covered by other budgets.
Why spread the setup fee over 12 months?
It is a one-time cost, so counting it all in month one makes the first month look worse than the plan really is. Spreading it gives a fairer monthly view; set the months to 1 if you prefer.
What if I don't run ads?
Set ad spend to zero and use the leads you already get from referrals, your past-client list and your website. Funnels and follow-up raise how many of those become applications.
Which rates should I use for lead-to-application?
Your own CRM history is best. If you don't track it, the funnel's monthly report will show it after a few months; start conservative.
Does the calculator include the AI Engine?
Choose a bundle with the AI Engine in the plan menu to include it in the monthly cost.
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