Loan Officer Flight Deck
LO ROI — marketing spend vs commission
What each marketing channel costs vs the commission the loans it sourced generated.
What this tab is
Marketing ROI by source for the year. Log spend per channel; loans are attributed to a source via the borrower's lead source, and commission generated (realized payouts this year) is divided by spend to give ROI per channel.
Pulls from lo_marketing_spend, loans → local_contacts.source, and realized lo_compensation_records.