Funded, not submitted
Rank channels by loans that actually funded and the commission they earned.
For Mortgage Brokers
Which ads produced funded loans?
Match funded loans and commission to the enquiries and ads that produced them, across a cycle that runs weeks to months.
No card required Nothing to install Cancel anytime
Mortgage Brokers workspace Q3 2026
Commission traced to a channel
$281,400 67% of $420,000 paid
- Google Ads $168,000 · 40%
- Meta Ads $75,600 · 18%
- Email marketing $37,800 · 9%
- Direct / Unknown $138,600 · 33%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadQ3 2026 14 · (•••) •••-0134
Closed sale · Q3 2026 27$3,870
Matched · high confidence
The blind spot
What's actually happening
Enquiries are cheap and plentiful, most never fund, and the ones that do arrive weeks later. Judging channels on enquiry volume means optimising for people who were never going to qualify.
What you get
Built for Mortgage Brokers.
Weeks-to-months cycles
A funding in November still matches the enquiry from August that produced it.
Numbers that stand up
Only exact matches count automatically; anything weaker is flagged rather than assumed.
A worked example
The number you can take into a budget meeting.
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
Total revenue$420,000paid commission
Attributed to a channel$281,40067% of revenue
Average deal$3,870per paid sale
Match rate72%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 42 | $168,000 | 40% | |
| Meta Ads | 21 | $75,600 | 18% | |
| Email marketing | 11 | $37,800 | 9% | |
| Direct / Unknown | 34 | $138,600 | 33% |
01
Enquiry quality varies more than enquiry cost
Two channels can deliver enquiries at the same cost while one produces borrowers who qualify and the other produces people who will not fund for years, if ever. Cost per enquiry is the number everyone optimises and it is close to uninformative here.
Matching funded loans back to the enquiry that produced them ranks channels on commission earned. That comparison frequently inverts the apparent winner, because the cheapest enquiries usually come from the least qualified audience.
02
Rate cycles make period comparison essential
Volume in this business moves with rates as much as with marketing. Comparing this month with last month tells you about the rate environment, not about your campaigns.
Comparing the same period a year earlier, or holding a channel's mix constant across a rate move, is the only way to see what the advertising is contributing. Because nothing had to be installed at the time, you can run those comparisons over periods that have already closed.
Why it matters
What changes when you can prove it.
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
The pushback we hear from Mortgage Brokers.
They say
Borrower data is sensitive.
We say
The match needs a phone number or email, a commission or loan amount, and a date — no financial detail, no documents. Data is encrypted, isolated per workspace, deletable in one click, and covered by a DPA.
They say
A lot of our business is referral from agents.
We say
That belongs in Direct / Unknown rather than in your paid channels, and knowing its true size is often the most valuable output — it is usually the largest bucket.
They say
Our LOS export is not designed for this.
We say
It does not need to be. Any layout works, and you confirm the mapping once.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most mortgage brokerages and loan originators land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
Mais popular
Growth
A business scaling ad spend
$199/mês
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Questions
Questions we get about Mortgage Brokers.
Anything else? Talk to us — a person answers, usually the same day.
Funded loans: borrower phone or email, commission or loan amount, and the funding date.
Yes — export whichever figure you want the report to rank on.
As long as your data covers. There is no attribution window to expire.
Yes, with an officer column.
Yes — purchase, refinance and equity behave very differently and are worth separating.
Encrypted in transit and at rest, isolated per workspace, deletable, and we act as a processor with a DPA.
Yes, and it is the most useful comparison available. Nothing had to be installed at the time.
Funded loan rows analysed in a calendar month. Enquiry rows do not count.
Nearby
Also worth reading.
Real Estate
Match closed transactions and commission to the enquiries and ads that produced them, however many months earlier that was.
See how it worksLaw Firms
Match signed, fee-earning matters to the calls and ads that produced them — including the ones that settled a year later.
See how it worksMarketing Agencies
Match your clients' closed-sales exports to their ad and call data, and hand them a per-channel revenue report at renewal time.
See how it worksStart today
Stop guessing which ads pay off.
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.