Turn your annual income goal into a clear weekly game plan.
Ryan asked 50+ top brokers what their day-to-day really looks like across prospecting, email marketing, database mining, and social media. Their real responses and data is what shaped this calculator. Enjoy...I hope it helps.
Annual income goal
$0
The income target this weekly plan is built to support.
Required funded files / year
0
How many funded files still need to be sourced to reach that income goal after funded deals from automatic renewal conversations are credited.
Your inputs
Simple planning assumptions
This device remembers your last scenario automatically. You can also save named plans and copy a shareable link for the exact setup on screen.
The take-home income target you want this weekly plan to support.
Average mortgage size in dollars. Example: 500000.
Average revenue rate per funded file.
What the broker keeps after the company split.
Average fixed monthly business expenses.
Optionally subtract underwriter, fulfillment, or assistant support from broker revenue after the brokerage split.
Who supports you?
How are they paid?
Annual salary
Use the annual salary paid to this support person.
Used to turn the annual target into the weekly discovery-call requirement.
What is the size of your email list?
Used as the size of the past-client book for database mining.
Booked calls you get every month with minimal effort from past clients or referral partners.
What percentage of your renewal conversations typically turn into funded deals? Industry average is about 20%.
Out of discovery calls, how many turn into funded files.
On a scale of 0 to 10, how important is social media to your business?
Suggested social pace
0 reels
and 0 stories each week
How the weighting shifts
Lower scores push more pressure into opens. Higher scores keep more of the weekly plan in reels and stories.
You’re close to your Weekly Game Plan
Finish the planning inputs below and this panel will open for your quick unlock step so you can see the full weekly plan.
The 13 details include 11 planning inputs plus your first name and email for the final unlock.
Plan progress
0 of 13 details in place
Next up: Annual income goal. Once the 11 planning inputs are set, the final unlock step only needs your first name and email.