How does the ROI calculator work?

It adds up what your group pays today per LO (CRM seat, website, texting tool), plus shared tools (reviews) and the admin time spent stitching them together, then compares that with the cheapest suite plan for your number of LOs. It also shows how many months the setup fee takes to pay back.

Where do the default numbers come from?

They are illustrative starting points you should replace: the CRM default is a published per-user team price (BNTouch Team list price per user, checked 2026-10-19); the website default is a DIY builder plan (Wix Business plan monthly (billed annually), checked 2026-10-19). Texting, review tool and admin-time defaults are our rough examples.

Does it include extra leads or revenue?

No. We don’t estimate revenue lift, because we can’t source a reliable number for your market. The comparison is cost and time only.

Should we count admin time?

Yes if someone spends hours each month exporting leads, fixing pages or rebuilding reports. Use a loaded hourly cost for that person.

Is the AI Engine included in the comparison?

No, it is optional. Add it from the pricing page if you want to compare it against an answering service.

What if the suite costs more?

Then the calculator says so. The suite may still be worth it for compliance controls and consistency, but that is your call.

Are prices before tax?

Yes, all prices are USD before sales tax.

Can you check our real numbers?

Yes. Bring last month’s invoices to the walkthrough and we’ll fill it in together.

Suite 602 · ROI calculator

Your tool stack vs one suite

A mortgage tech stack ROI calculator: enter what your group pays today for CRM seats, LO websites, texting and reviews, plus the admin time it takes, and compare it with the right suite plan for your size.

Method

What’s counted, and what isn’t

Ask the front desk

ROI questions, answered

YouHow does the ROI calculator work?

Funnel Suite team
It adds up what your group pays today per LO (CRM seat, website, texting tool), plus shared tools (reviews) and the admin time spent stitching them together, then compares that with the cheapest suite plan for your number of LOs. It also shows how many months the setup fee takes to pay back.
YouWhere do the default numbers come from?

Funnel Suite team
They are illustrative starting points you should replace: the CRM default is a published per-user team price (BNTouch Team list price per user, checked 2026-10-19); the website default is a DIY builder plan (Wix Business plan monthly (billed annually), checked 2026-10-19). Texting, review tool and admin-time defaults are our rough examples.
YouDoes it include extra leads or revenue?

Funnel Suite team
No. We don’t estimate revenue lift, because we can’t source a reliable number for your market. The comparison is cost and time only.
YouShould we count admin time?

Funnel Suite team
Yes if someone spends hours each month exporting leads, fixing pages or rebuilding reports. Use a loaded hourly cost for that person.
YouIs the AI Engine included in the comparison?

Funnel Suite team
No, it is optional. Add it from the pricing page if you want to compare it against an answering service.
YouWhat if the suite costs more?

Funnel Suite team
Then the calculator says so. The suite may still be worth it for compliance controls and consistency, but that is your call.
YouAre prices before tax?

Funnel Suite team
Yes, all prices are USD before sales tax.
YouCan you check our real numbers?

Funnel Suite team
Yes. Bring last month’s invoices to the walkthrough and we’ll fill it in together.

Check the math with your invoices

Bring last month’s invoices to a walkthrough and we’ll fill the calculator in with you.

Book a walkthrough

Free 30-minute walkthrough · no obligation · reply within 1 business day