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HomeSalesOperations

Operations View

Speed-to-lead, funnel conversion, lender SLAs, and pull-through

Median Speed-to-Lead

4.2 min

target <5 min · paid leads

Offer-to-Fund

47% vs 53%

this month vs last

Offers Untouched 48h+

$3.2M

$ at Offer Received

Submitted → Funded

9.4 days

avg cycle time

Marketplace Funnel

Offer-to-Fund: 47%

New Lead
3,020
↓ 78% to Contacted
Contacted
2,370
↓ 59% to Qualified
Qualified
1,400
↓ 76% to Application Complete
Application Complete
1,067
↓ 85% to Submitted to Lenders
Submitted to Lenders
904
↓ 69% to Offer Received
Offer Received
625
↓ 67% to Offer Accepted
Offer Accepted
416
↓ 71% to Funded
Funded
295

Pipeline Aging by Stage

Marketplace Lenders

Decision turn time · offer rate · funded share

LenderFocusAvg DecisionOffer RateFunded Share
FundboxLine of Credit1.2d64%
26%
BlueVineTerm / LOC1.8d58%
24%
OnDeck CapitalTerm Loan2.4d52%
22%
National FundingEquipment3.1d47%
18%
SmartBizbottleneckSBA 7(a)8.6d31%
10%

Stuck Deals

BusinessProductAmountDaysStageRepBlocker
BrightStar Dental GroupSBA 7(a)$285k22dSubmitted to LendersRyan Mitchellmissing 2023 returns
Metro Plumbing Co.Line of Credit$90k12dOffer ReceivedTyler Okaforcomparing outside offer
Pacific Coast FreightTerm Loan$175k14dSubmitted to LendersAmanda Fosterstips outstanding
Greenfield Landscaping LLCEquipment Financing$120k9dOffer ReceivedSarah Chenowner unreachable
Sunrise Bakery & CafeLine of Credit$55k11dApplication CompleteDeAndre Williamsstips outstanding
Apex Welding & FabInvoice Financing$70k16dOffer ReceivedEmily Rodriguezcomparing outside offer

Lead-Source Economics

Organic Leads

CAC $420/funded

900

leads

100

funded

$9.3M

funded $

Paid Leads

CAC $2k/funded

1,600

leads

60

funded

$5.4M

funded $

Concept prototype · mock data