Monthly deal flow

How many mortgage cases do you write on average per month

Average mortgage size

This is the average size of mortgages you write volume of first charge mortgage business you expect your firm originate in the next 12 months


Retention business split

What percentage of your monthly/annual mortgage business would you say comes from remortgaging past customer at renewal?


Retention rate

Out of your monthly roll offs, what percentage of clients would you say you retain either with a remortgage, purchase or product transfer Vs those that go elshwere or direct to lender?


New business win ratio

How many inbound leads or referrals do you work through in order to write one new mortgage for a new client?

1 in 5

Other assumptions +

Average case revenue remortgage

proc + fee + insurance



Average case revenue purchase

proc + fee + insurance