Status Sweep Return on Investment ("ROI") Calculator


Questions

Answers  

Annual Gross Revenue $  
Average Loan Size $  
Number of Loan Officers  
Average Loans per Loan Officer per Month  
Percent Average Loan Commission %  
Average Hourly Wage (staff - i.e. processor) $  



Reduction in Service Delivery Costs

Savings

Number of Hours Required per Year to Train New Staff (Recruiting Impact)  
Number of Staff Hours per Month Spent Coordinating Document Gathering (Self Service, Auto Nofications, Paper Handling)  
Number of Staff Hours per Month Spent Answering Customer Service Questions  
Number of Hours per Month Generating Reports  
Total Annual Savings with Status Sweep



Status Sweep Cost
Status Sweep Monthly Charge   
Status Sweep One Time Setup Fee $499  
Monthly Document Storage Charge (10GB free = 1,000 loans) $0  
Total Status Sweep Cost   



ROI Summary
Total Annual Savings of Status Sweep Solution   
Total Status Sweep Annual Cost (after first year)   
Net Annual $ Benefit of Using Status Sweep   



Status Sweep Saving % of Annual Gross Revenue   
Status Sweep Cost % of Annual Gross Revenue   
Net Annual % of Gross Revenue Benefit of Using Status Sweep   



First Year ROI Month (not including any Increased Revenue)   



Increased Revenue Due to Improved Relationships
Percent Referral Business due to Improved Customer Service (Self Service, Instant Effortless Feedback) %  
Percent New Business from Borrowers, Builders & Realtors %  
Total Annual Revenue Increase