Track cost per settled mortgage, policy issued and signed client, with spend controls and funding built for ads.
Connects to Meta Google Ads TikTok Pipedrive Xero QuickBooks
Flyweel is a finance platform that tracks each ad charge to the settled mortgage, policy or client it became.
Built for
The timing gap in financial services is the time between paying for a lead and receiving the fee it earns.
When each firm gets paid
At $200 a lead and a 5% settle rate, each mortgage costs $4,000.
Cash timeline
AdGrid puts your Pipedrive stages next to Meta, Google and TikTok spend.
Issue a card1 per ad account, business line or media buyer, each with its own cap. You choose the split.
Performance Capital is ad spend financing built for ads, so campaigns keep running while mortgages settle and policies are issued.
Each firm is paid on a different event, and these tie ad spend to it.
| Metric | What it tells you | How to work it out |
|---|---|---|
| Cost per settled mortgage | What one mortgage that reached settlement cost you in ads. | Ad spend ÷ settled mortgages |
| Cost per policy issued | What one policy the carrier actually issued cost you in ad spend. | Ad spend ÷ policies issued |
| Cost per signed client | What one signed engagement letter or new advisory client cost in ads. | Ad spend ÷ new signed clients |
| Months to payback | How many months of fees or commission it takes to cover one client's acquisition cost. | Cost per signed client ÷ monthly fee from that client |
Have another question? Contact us.
Divide ad spend by the number of mortgages that settled from that spend. Track each lead through application, approval and settlement in your CRM, then match it to the campaign that found it. A $200 lead that settles 5% of the time costs $4,000 per settled mortgage. Compare that with the commission to see if the campaign pays.
A good acquisition cost is one the client's first year of fees covers with room to spare. Take a wealth client with $500,000 in assets at a 1% fee. That is $5,000 a year, so paying $3,000 to win them pays back in about seven months. An accounting client on a $400 monthly retainer covers a $2,000 cost in five months.
Count policies issued, not quotes, and divide your Meta ad spend by that number. Log each lead's source in your CRM and move it through quoted, applied and issued. Then compare cost per policy issued by campaign. A cheap quote form that rarely turns into a policy costs more than it looks.
They raise it, because you paid for the client but may not keep all of the commission. If commission can be taken back when a policy lapses or a mortgage ends early, count only the commission you expect to keep. Then divide ad spend by the clients who stay past that period for a truer cost per client.
Yes, if each one runs its own ad accounts. AdGrid filters spend by platform, account and campaign, and your Pipedrive stages show which deals each account produced. Give each office or broker its own Flyweel card and cap, and spend splits the same way on the finance side. The AI agent can compare them when you ask.
Yes. Pipedrive is live, so stages like application, approval and settlement show next to Meta, Google Ads and TikTok spend. HubSpot and Salesforce are on the roadmap. If your deals live in another system, upload a CSV with settlement dates and fees. For accounting, Flyweel connects to Xero or QuickBooks.
Yes. Brokers, agencies and firms can start free without entering a credit card. Starter includes AdGrid, the AI agent and reconciliation. If your firm puts $25k a month on Flyweel cards, the platform is $0 and you can connect as many ad accounts as your offices run.
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Connect your ad accounts and Pipedrive to see cost per settled client.
Pipedrive 
