The Mortgage
Signal Report
A written diagnostic of your mortgage acquisition funnel: where well-qualified borrowers slip away before they ever start an application, and what it's costing you. No meetings. No intake forms. Delivered in 7 business days.
Payment before work begins
What you receive
One document with specific findings. No filler. The Mortgage Signal Report is a written diagnostic of the funnel that leads up to your application, not a generic benchmarking deck. It focuses on where qualified borrowers leave before they ever apply.
Mortgage Funnel Analysis
A systematic review of your public mortgage funnel: product and rate pages, calls to action, and how the path to "apply" is presented to a well-qualified borrower.
Lead Capture & Follow-Up Gaps
Where your forms, contact points, and follow-up signals lose borrowers who showed intent: the moments a prospect is ready to act and the funnel gives them nowhere to go.
Positioning & Trust Signals
What your mortgage pages communicate about rates, process, and credibility, and where a qualified borrower would hesitate, second-guess, or leave for a competitor.
Prioritized Written Report
Gaps ranked by likely revenue impact, delivered as a clean document via email. Formatted for circulation to your mortgage team and leadership without a briefing call.
Report vs. Video: what's the difference?
The Mortgage Signal Report ($1,000) is this written diagnostic. It covers the funnel that leads up to the application: your pages, lead capture, positioning, and follow-up. It tells you where borrowers drop off before they apply.
The Mortgage Application Experience Audit ($2,500) is this same report plus a narrated video walkthrough, where I go through the application itself as a well-qualified borrower and show you what happens inside it, step by step.
Start with the report to find the funnel gaps. Add the walkthrough when you want to see the application experience in motion. See the Mortgage Application Experience Audit.
How it works
No intake calls. No document sharing. No scheduling. The entire engagement runs off your bank's publicly available digital presence.
You pay via Stripe
Secure payment through Stripe. Work begins within one business day of confirmed payment. You receive a confirmation email immediately.
Buy Now →I audit your mortgage funnel
I work from your public mortgage presence: product and rate pages, lead capture forms, calls to action, and follow-up signals. No internal access required.
You receive the report
Delivered via email within 7 business days. One PDF. Specific findings, prioritized gaps, and context on what each gap is costing you in lost borrowers.
Why my read is worth paying for
The findings are the product. I diagnose, I don't implement, so there's nothing for me to upsell and no reason to soften what I find. You get a straight read on where your acquisition system loses customers and what it's costing you.
Who this is for, and who it isn't
This is the right engagement if
- You lead mortgage or marketing at a regional bank and suspect qualified borrowers are leaving your funnel before they apply.
- You need a credible external read on the mortgage funnel before making a budget case for digital investment.
- You want documented findings you can circulate to your mortgage team and leadership, not a verbal debrief.
- You want to see how I think before committing to a larger engagement.
- You want the work done without disrupting your team's time.
This is not the right fit if
- You want a narrated walkthrough of the application itself. That is the Mortgage Application Experience Audit ($2,500), which includes this report plus the video.
- You want the full digital footprint across all retail products. That is the Bank-wide Signal Report ($1,500).
- You need a live briefing or a reimagined prototype. See the Executive Briefing ($3,500) or Opportunity Review ($4,500).
- You need implementation. This engagement is diagnostic only. Implementation is a separate scope.
Want more than the report?
The Mortgage Signal Report is the entry point. Add the application walkthrough, widen the scope, or add a live session. Each builds on the same analysis.
Mortgage Signal Report
Written diagnostic of your mortgage funnel. 7 business days. No meetings.
Buy NowBank-wide Signal Report
The same written diagnostic across your full retail acquisition footprint.
Mortgage Application Experience Audit
The Mortgage Signal Report plus a narrated walkthrough of the application itself.
Customer Acquisition Executive Briefing
The bank-wide report plus a 45-minute live briefing with your leadership team.
Customer Acquisition Opportunity Review
One product, diagnosed in depth, with a live debrief and a reimagined prototype of that product.
Build a package that fits your bank.
The four diagnostics are sold individually online. If you want to combine them, cover more than one product line, or scope something broader across your bank, tell me what you're weighing and I'll come back with a tailored package. I respond within 2 business days.
Before you commit
Your mortgage funnel
gaps, documented.
One payment. No meetings. No intake. You'll have a written diagnostic of where your mortgage funnel is losing qualified borrowers delivered in 7 business days.
$1,000 Fixed fee · Paid via Stripe · Work begins within 1 business day7-Day Delivery Guarantee
If your Mortgage Signal Report isn't delivered within 7 business days of payment, I refund you in full. Simple as that.