See exactly which lead sources are producing closed loans. Not just clicks.
BNTouch’s Top Lead Sources Report shows you a quick overview of your top lead sources, with intake dynamics by month and year. View statistics for your entire company or filter by individual loan officer. Stop guessing which channels are working; let the data tell you.
If you can’t see which lead source is producing closed loans, you’re optimizing your marketing budget by feel.
Most LOs and branch managers know roughly where their leads come from. They don’t know which source produces closed loans at what rate, which months ran hot, which LO is benefiting from which channel. Without that visibility, the marketing budget is a guess. The Top Lead Sources Report is the report that turns the guess into data.
One screen. Whole-company view or per-LO filter. Month-over-month dynamics. The report you should have been running for years.
How Top Lead Sources Report works
Top Lead Sources Report is built into the BNTouch reporting suite. No setup beyond making sure your lead sources are tagged at intake.
Lead source captured at intake
Every lead in BNTouch carries a source tag (Realtor Referral, Facebook, Zillow, Website Form, etc.). Tagging happens automatically for integrated sources and manually for everything else.
Aggregation runs continuously
Lead intake, conversion, and closed-loan data roll up by source on a continuous basis. No manual report builds; the data is always current.
View by company or LO
Filter the report to whole-company view (for branch managers and team leads) or per-LO view (for individual LOs reviewing their own pipeline mix).
Month-over-month dynamics
Compare lead intake and close rate across months and years. Spot which sources are accelerating, which are decaying, which months had unusual volume.
What the report unlocks
Most LO marketing budgets have 20-30% running on sources that look like they’re working but aren’t producing closed loans. The Top Lead Sources Report finds them.
Sample finding from a typical Top Lead Sources audit
Cut 2 underperformers, scaled the winner
Same monthly budget, +25% in closed-loan attribution
The exact numbers vary by LO and lead-source mix. The pattern is consistent: most LOs are funding 1-2 sources that produce most of the volume, while another 1-2 are quietly burning budget. The report makes the difference visible.
Common questions
Can the report show closed loans by source, not just leads?
Yes. The report aggregates leads, conversions, and closed loans by source. The closed-loan view is the more useful one for budget decisions because it ignores high-volume sources that don’t actually produce funded business.
Can I filter by individual loan officer?
Yes. View statistics for your entire company or filter to an individual LO. Useful for branch managers who want to see which sources are working for which team members.
How are leads tagged with their source?
Tagging happens automatically for integrated lead sources (Zillow, Facebook Lead Ads, Realtor.com, etc.) and manually for ad-hoc sources (referrals, custom campaigns). The tagging logic is configurable per-LO.
Does the report show month-over-month trends?
Yes. The report includes intake dynamics by month and year, which lets you spot accelerating or decaying sources before they show up in your closed-loan numbers.
Can I export the data?
Yes. The report supports exports to CSV for further analysis or reporting outside BNTouch. Most users run the report directly inside BNTouch since it’s available continuously, but exports are there when needed.
Stop guessing where your leads come from.
Free demo. We’ll set up a sample Top Lead Sources Report on a representative database.
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