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Mortgage CRM ROI calculator
What could less admin mean for your brokerage? Estimate today's admin cost and explore the capacity a change in your process could release.
Use your own assumptions, then print or save the results. Your inputs stay in this page and are not sent to us.
01 · Your assumptions
Start with your working week
The example below uses five advisers and 80 cases across the whole firm. Replace these with your own figures.
02 · Potential monthly capacity
An example, ready to explore
- Current monthly admin hours
- 160 hours
- Current monthly admin cost
- £4,000.00
- Potential hours released each month
- 32 hours
- Potential monthly capacity value
- £800.00
Across 5 advisers, that is 6.4 hours of potential capacity per adviser each month, with 16 cases per adviser on average.
Add a positive monthly software quote to see recurring net value and ROI.
Capacity is not guaranteed cash savings. These are hypothetical estimates based on your assumptions, not measured Achos results. They exclude setup, migration, training and other one-off costs. Real results depend on your process and how the time is used.
03 · Show the working
Assumptions and formulas
These are the figures used for the displayed results. Adviser count provides context; the case total is already for the whole brokerage.
- Number of advisers
- 5
- Total brokerage cases per month
- 80
- Admin hours per case
- 2 hours
- Hourly admin cost
- 25 £ / hour
- Assumed time reduction
- 20 %
- Quoted monthly software cost
- Not supplied
- Monthly admin hours = total monthly cases × admin hours per case.
- Monthly admin cost = monthly admin hours × hourly admin cost.
- Potential hours released = monthly admin hours × assumed time reduction ÷ 100.
- Potential capacity value = potential hours released × hourly admin cost.
- Recurring net value = potential capacity value − monthly software cost.
- Recurring ROI = recurring net value ÷ monthly software cost × 100. Shown only when software cost is greater than zero.
Put the estimate into context
See where a clearer workflow could help
Bring a routine from your working day. We can walk through case ownership, document requests and follow-ups in Achos, then discuss your firm's requirements and a quote.