Find the leaks between marketing spend and funded loans.
You may know which campaigns generate leads. This audit examines where those leads stop moving—and which marketing sources merit a closer look before you spend more.
Built for independent mortgage brokers and small or regional lenders that have marketing performance exports but limited visibility into downstream funnel outcomes.
Discuss an audit Try the Decision LabA short introductory call is free. Payment and project scope are agreed before any paid audit begins.
Exactly what you'll receive
1. Funnel diagnostic
Side-by-side channel metrics from spend to lead, application, and funded loan if corresponding aggregate outcomes are available. Gaps in the supplied data are explicitly identified.
2. Decision memo
A concise written summary of potential waste, measurement gaps, and what to investigate or test next. Recommendations distinguish observed associations from proven incremental effects.
How the pilot works
- Fit and scope: A short conversation confirms the business unit, channels, data fields, and intended decisions.
- Secure data handoff: You provide aggregate or properly de-identified exports through an agreed secure channel. Do not email borrower names, loan-level identifiers, SSNs, or other consumer personal information.
- Analysis: We audit the available funnel metrics and document assumptions and data limitations.
- Delivery: Receive the findings PDF plus a review call. Timing is agreed after usable data is confirmed; approximately seven business days for a standard scope.
What this is not
This pilot does not include ongoing integrations, dashboard hosting, CRM implementation, or guaranteed revenue improvements. Incomplete data may limit funded-loan attribution. Monthly monitoring and integrations are separately scoped after the pilot.
The public Decision Lab uses synthetic illustrative data, not client records or verified client results.