--- title: Flyweel for Financial Services | Cost Per Signed Client description: "Mortgage brokers, insurance agencies, accountants and wealth firms: see ad spend against settled mortgages, policies issued and signed clients." url: "https://www.flyweel.co/solutions/financial-services" type: static generatedAt: "2026-10-01T05:14:03.128Z" --- ![Jade green field of finance and growth icons](/_vercel/image?url=_astro%2Fhero-scene-jade.hvoxRRt_.webp&w=2048&q=80&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) Solutions # For Financial Services Track cost per settled mortgage, policy issued and signed client, with spend controls and funding built for ads. [Start Free](https://signup.flyweel.co/?variant=control) Connects to Meta Google Ads TikTok ![Pipedrive logo](/_vercel/image?url=_astro%2Fpipedrive.BoX2q-4i.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) Pipedrive Xero QuickBooks ## For brokers, agencies, accountants and advisors. Flyweel is a finance platform that tracks each ad charge to the settled mortgage, policy or client it became. Built for - Mortgage - Insurance - Accounting - Wealth advice - Tax practices - Asset finance ## Fees settle months after the lead is paid 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 - **Mortgage brokers:** When the mortgage settles, often 30 to 90 days later - **Insurance agencies:** When the policy is issued, with clawback if it lapses early - **Wealth advisors:** About 1% of assets a year, for as long as they stay - **Accounting firms:** Monthly retainers, once the work starts At $200 a lead and a 5% settle rate, each mortgage costs $4,000. [Claim 3 Months Free](https://signup.flyweel.co/?variant=control) Claim $0 for 3 months. Limited offer, no min spend. Cash timeline 1. Day 0 Meta and Google spend, 100 leads $20,000 out 1. Day 10 20 mortgage applications submitted 1. Day 45 5 mortgages approved 1. 75 days 1. Day 75 5 settled mortgages, commission paid $30,000 in *Example in round numbers. 75 days between the first payment out and the money coming back.* ## How Flyweel helps ![Capsule CRM](/_vercel/image?url=_astro%2Fcapsulecrm.Bxs5yTAd.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Copper CRM](/_vercel/image?url=_astro%2Fcoppercrm.DulYkeSs.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Pipedrive](/_vercel/image?url=_astro%2Fpipedrive.BoX2q-4i.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Databowl](/_vercel/image?url=_astro%2Fdatabowl.BqJ1OTct.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Attio CRM](/_vercel/image?url=_astro%2Fattio.CodCDbUH.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Capsule CRM](/_vercel/image?url=_astro%2Fcapsulecrm.Bxs5yTAd.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Copper CRM](/_vercel/image?url=_astro%2Fcoppercrm.DulYkeSs.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Pipedrive](/_vercel/image?url=_astro%2Fpipedrive.BoX2q-4i.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Databowl](/_vercel/image?url=_astro%2Fdatabowl.BqJ1OTct.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Attio CRM](/_vercel/image?url=_astro%2Fattio.CodCDbUH.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Taboola](/_vercel/image?url=_astro%2Ftaboola.Cg73GVqV.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Outbrain](/_vercel/image?url=_astro%2Foutbrainl.DkhEm_hG.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![AppLovin](/_vercel/image?url=_astro%2Fapplovin.CL8s0S7U.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Taboola](/_vercel/image?url=_astro%2Ftaboola.Cg73GVqV.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Outbrain](/_vercel/image?url=_astro%2Foutbrainl.DkhEm_hG.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![AppLovin](/_vercel/image?url=_astro%2Fapplovin.CL8s0S7U.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![GoHighLevel](/_vercel/image?url=_astro%2Fgohighlevel.CNEzjCRU.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Attio CRM](/_vercel/image?url=_astro%2Fattio.CodCDbUH.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Pipedrive](/_vercel/image?url=_astro%2Fpipedrive.BoX2q-4i.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![GoHighLevel](/_vercel/image?url=_astro%2Fgohighlevel.CNEzjCRU.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Attio CRM](/_vercel/image?url=_astro%2Fattio.CodCDbUH.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Pipedrive](/_vercel/image?url=_astro%2Fpipedrive.BoX2q-4i.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ![Matteo Calo](/_vercel/image?url=_astro%2Fmatteo-calo.CaV9vX0l.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) Matteo Calo 2m ago Campaign ROAS Spend MORTGAGE_REFI 4.2x $5,200 LIFE_POLICY 3.8x $12,800 ### See spend next to settled deals AdGrid puts your Pipedrive stages next to Meta, Google and TikTok spend. - Cost per settled mortgage, policy issued or signed engagement, by campaign - Ask the AI agent which campaign brought the cheapest settled mortgages this quarter [Claim 3 Months Free](https://signup.flyweel.co/?variant=control) [See AdGrid](/platform/adgrid) ![Flyweel Ad Spend debit card](/_vercel/image?url=_astro%2Fdebit-card.DkhGw6sg.webp&w=1200&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) Mortgage team Ads only MORTGAGE_REFI $7,500 of $10,000 cap 50% 75% 100% 75% alert sent to the card owner ### Separate cards for ad spend US only Issue a card[1](#home-fn-1) per ad account, business line or media buyer, each with its own cap. You choose the split. - Locked to advertising and marketing - Alerts at 50, 75 and 100% of each cap - If one card is compromised, the others keep running [See Flyweel cards](/debit-cards) ![Flyweel Ad Spend credit card](/_vercel/image?url=_astro%2Fcapital-card.CE26IBlQ.webp&w=1200&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) Spend limit Pay in full $50,000 **Used on ads: $24,560 **Terms built around your sales cycle ### Fund leads while fees settle US only Performance Capital is ad spend financing built for ads, so campaigns keep running while mortgages settle and policies are issued. - A pay in full charge card[2](#home-fn-2) with terms built around your sales cycle - Limits set by business performance - No credit checks and no personal guarantees [See Performance Capital](/performance-capital) ## Cost per paid event, not per lead. 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 | ## Common questions Have another question? [Contact us](/contact-us). How do mortgage brokers measure cost per settled mortgage instead of cost per lead? 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. What is a good client acquisition cost for a financial advisor or accounting firm? 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. How do insurance agencies track cost per policy from Facebook ads? 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. How do commission clawbacks change my real acquisition cost? 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. Can I track each office, broker or product line separately? 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. Can Flyweel read deal stages from Pipedrive? 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. Is Flyweel free for brokers and advisors? 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. ### Further reading [![CPL & CAC Benchmark Auditer](/_vercel/image?url=_astro%2Fcpl-cac-benchmark-audit-cover.KrFB33Q_.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ### CPL & CAC Benchmark Auditer Compare your paid-media CPL and CAC against source-backed 2026 benchmarks across 113+ service-industry segments, adjusted for market, platform and unit economics. CPL CAC](/tools/cpl-cac-benchmark-audit)[![Chart showing CPL and CAC cost benchmarks by industry for service-based businesses in 2026](/_vercel/image?url=_astro%2Fcpl-cac-cost-benchmarks-2026-hero.y2sQXgWq.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ### CPL/CAC Benchmarks Report 2026 (Service Industries) Discover 2026 CPL and CAC benchmarks for service industries. Get expert insights on costs for home services, B2B, and insurance to optimize spend. Advertising Finance AdFi](/blog/cpl-cac-benchmarks-index-2026)[![Hero image for ROI and Contribution Margin Paid Ads Benchmarks by Service Industry 2026](/_vercel/image?url=_astro%2Froi-contribution-margin-paid-ads-hero.xkI2V78A.webp&w=640&q=100&dpl=dpl_7WmgkHy6QbtsWbvFm1qrjbp25kXq) ### ROI & Contribution Margin Paid Ads Benchmarks by Industry 2026 Explore ROI and contribution margin benchmarks for paid ads across service industries. Expert insights and data-driven strategies to optimize performance. Advertising Finance AdFi](/blog/roi-contribution-margin-paid-ads) Start Free ### Fund ads that scale commissions. Free to start. Connect your ad accounts and Pipedrive to see cost per settled client. [Start Free](https://signup.flyweel.co/?variant=control) Claim $0 for 3 months. Limited offer, no min spend.