2026 edition - Free benchmark report

The client acquisition benchmark most brokers have never had access to

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.

Outbound lead form and appointment booking waterfalls, stage by stage
The messaging library: what actually converts, by placement
The eight dimensions every broker site is scored on

Get the report

Twelve to fifteen pages. Sent to your inbox immediately.

Work email Brokerage name Your role Brokerage size

By submitting you agree to receive the report and occasional updates from Alvo. Unsubscribe any time. We do not share your details with third parties.

The report is on its way.

Check your inbox in the next 30 seconds. If it doesn't arrive, look in spam.

What's inside the report

Fourteen sections of benchmark data, placement intelligence and structural insight. Not generic AI talk, not aspirational targets. The conversion ranges the channels actually hit.

SECTION 04

The seven-stage funnel

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.

SECTION 05

The benchmark - two waterfalls

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.

SECTION 06

What the messaging actually does

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.

SECTION 07

Placement intelligence

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.

SECTION 09

Three patterns we see most often

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.

SECTION 10

The AI-enabled fix

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 eight dimensions every broker site is scored on

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.

Fifteen years inside the funnels that set the benchmarks

Alvo for Brokers is the broker-focused vertical of Alvo. The benchmark dataset in this report is drawn from fifteen years building and running client acquisition funnels for brokers 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.

15yr

Building and running client acquisition funnels for brokers at scale

100M+

Monthly page impressions on the property portal benchmark

Funnel stages mapped, with two carrying 75-85% of all leakage