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The broker acquisition benchmark, as a calculator

Fifteen years of conversion data from inside the funnels that set the benchmarks: a Tier One property portal and a Tier One digital broking group. Set your funnel the way it runs today, then switch on the three low-cost improvements and watch settlements move. Two stages carry most of the leakage. The rest is hygiene.

Your funnel
The three low-cost improvements
0settlements a month, your setup
0settlements a month at benchmark target
0settlements a month left on the table
$0upfront commission a year, at 0.65%
Waterfall, per 1,000 clicksTeal = the two stages that carry 75 to 85% of leakage
StageYour rateBenchmark targetWhat moves it
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Benchmarks: Alvo broker acquisition benchmark, 2026 edition. Compiled from waterfall data captured across fifteen years building and running broker acquisition funnels at a Tier One property portal, a Tier One digital broking group and lender proprietary channels. Industry-side counterparties are anonymised. The data is not. Commission assumption is a generic 0.65% upfront and is yours to change.

Where it comes from

Two stages absorb most of the leakage.

Account created

Messaging, form friction and the consent flow. The spread between Borrowing Power and Refinance Now is roughly ten to one on this stage alone.

Contact progressing

Time to contact, broker capability and borrower-type routing. A captured lead called within five minutes converts materially better than one called the next morning.

Everything else is hygiene

Contact, submission, unconditional and settlement are stable within a few points once a branded number and a calendar widget are in place.

The AI-enabled growth layer

Three builds that map onto the leakage.

01

Inbound agent for time-to-contact

After-hours form fills and calculator submissions qualified, broker preference confirmed, appointment booked, structured brief handed over before the broker picks up the phone.

02

Nurture for the 30% who did not pick up

Structured SMS, email and WhatsApp sequences that vary channel and message by engagement signal, recovering a meaningful share of the no-contact cohort within seven days.

03

Refinance-versus-purchase routing

Lightweight intent classification on the enquiry, so a 45-day refinance and a 120-day pre-approval stop sharing one queue. A working-capital problem disguised as a conversion problem.

Want your real numbers in here?

The free audit scores your site on the eight dimensions. The paid teardown puts a dollar value on every improvement, ranked by what acting on it is worth.

Score my funnelMore work