Lead Source Evaluator

Offer details

Lead source or company name Lead type How was the offer presented?

Material provider claims

Add up to 12 claims. Every statement remains attributed to the provider; IAA does not verify it.

Financial commitment

Percentage format: Enter 3 for 3%. A decimal is used exactly as entered, so .03 means 0.03%, not 3%.

Setup/onboarding fee ($)Monthly fee ($) Required monthly advertising spend ($)Other required monthly costs ($) Minimum contract length (months)Referral percentage due at closing (%) Cancellation fee ($)Automatic renewal Refund or credit policy

Minimum fixed commitment: setup + (monthly fee + required advertising + other monthly costs) × contract months. Percentage closing fees are excluded.

Expected activity

Use rates you can reasonably support. Contact and appointment rates provide context; the closing estimate uses the closing rate as a percentage of total leads.

Percentage format: Enter 3 for 3%. A decimal is used exactly as entered, so .03 means 0.03%, not 3%.

Expected leads per monthLead status

Expected contact rate (%)

Percentage of total leads expected to become actual contacts. Enter 3 for 3%.

Where did this estimate come from?

Expected appointment rate (%)

Percentage of contacted leads expected to become appointments. This rate provides context and is not multiplied into the closing estimate. Enter 3 for 3%.

Where did this estimate come from?

Expected closing rate (%)

Percentage of total leads expected to become closed transactions. This rate drives the estimated closing calculation. Enter 3 for 3%.

Where did this estimate come from?

Identifying the source keeps provider claims separate from your own assumptions.

Required response time (minutes)Estimated follow-up hours per week

Transaction economics

Enter gross commission one way. The worksheet will not count both methods.

Percentage format: Enter 3 for 3%. A decimal is used exactly as entered, so .03 means 0.03%, not 3%.

Gross commission method Gross commission per closed side ($) Brokerage split paid away (%)Transaction fee ($) Other transaction expenses ($)Private notes

Lead Source Evaluator

Worksheet sections

Saved evaluations

Offer details

Financial commitment

Expected activity

Transaction economics

Personalized decision summary