Fifteen years of conversion data from inside the funnels that set the benchmarks. Refreshed annually. Built specifically for mid-size brokerages, aggregator member networks, and lender proprietary channels.
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Fourteen sections of benchmark data, placement intelligence, and structural insight. Not generic AI talk, not aspirational targets. The conversion ranges the channels actually hit.
The waterfall framework the rest of the report sits on. Two stages absorb 75-85% of all leakage. The other five are stable to within a few percentage points once basic hygiene is in place.
Outbound lead form and appointment booking waterfalls, stage by stage. CTR, Account Created, Contact, CP, STL, Unconditional, Settlement. With targets and notes for every stage.
The single biggest controllable variable in the funnel. A ten-to-one spread on Account Created depending on whether you lead with Borrowing Power or Get Pre-Approved Now. Mapped to placement.
Where each element belongs on the broker site. Homepage CTAs, calculator pages, property and tracked-property pages, search results pages, bio pages, phone display. Drawn from property portal teardowns.
The three structural mistakes that appear in roughly seven out of ten broker sites Alvo has scored. Each fixable inside a single sprint. Each materially impacting settled-deal count.
Where the AI tooling layer makes the fix faster and cheaper than at any prior point. Inbound voice agents, automated nurture for the 30% who don't pick up, refinance vs purchase routing.
The structural framework that maps to the free URL audit tool. Each dimension is grounded in the placement intelligence and messaging effects in the report.
Homepage CTA presence and clarity
Qualifying CTA above the fold, differentiated for refinance, purchase, and pre-approval.
Calculator-to-account conversion design
Contact captured before the result renders. Form length in the 6-9 input band.
Form length and friction on lead capture
Field count, required vs optional, mobile date/time pickers, session persistence.
Trust signals on broker bio and About pages
Photo, credentials, tenure, calendar widget, video intro, named client outcomes.
Refinance vs purchase messaging balance
Distinct path for refinance vs purchase vs pre-approval, not queued through one form.
Page speed and mobile responsiveness
LCP and CLS on homepage, calculator pages, bio pages. 4G mid-tier handset render.
Phone display (private number vs branded)
Branded outbound caller ID. Single yes/no with a 20+ percentage point effect on Contact rate.
Calendar and appointment booking
One-click booking on bio, contact, and end-of-calculator paths.
Alvo for Brokers is the broker-focused vertical of Alvo. The benchmark dataset in this report is drawn from fifteen years building and running broker acquisition funnels at a Tier One Property Portal, a Tier One Digital Broking Group, and a series of lender proprietary channels. Industry-side counterparties are anonymised throughout. The data is not.
The dataset is refreshed annually. Each edition cross-references the historical waterfall data with the most recent twelve months of broker audits Alvo has run.
Download the free benchmark report, then run your URL through the free Alvo for Brokers URL audit. The audit scores your site, LinkedIn, Facebook, and Instagram on the eight dimensions in under 60 seconds.