Cost and ROI calculator

Calculate the cost. Do not invent the return.

Use actual expenses and appointment counts from one period to calculate cost per consultation. This is an activity-cost calculator, not a forecast of revenue, funded loans or improvement caused by AI.

Use the same period and a complete cost total

Enter your LoanWick or other assistant expense, required CRM and messaging charges, and any additional costs included in your chosen scope. If a charge is already bundled, do not add it twice. Count confirmed appointments separately from attended consultations over that same period.

Current LoanWick pricing is monthly by plan and new/active lead volume. Use the amount applicable to your account, not a legacy per-message price. These inputs stay in this browser page: the calculator does not create a quote, charge an account, or save your financial details.

Calculate with your own figures

Use one period for all inputs. Include every expense in your scope, without double-counting bundled charges. All fields are required; enter 0 if none.

Required fields allow zero. Attendance cannot exceed confirmations. No result is shown until you supply valid figures; these are not LoanWick performance claims.

Understand what the result does not prove

A before-and-after comparison can be distorted by seasonality, changing lead sources, team coverage or campaign volume. If you want to claim incremental return, document those differences and the attribution method. Do not label all consultations “AI-generated revenue” simply because the assistant appeared somewhere in their history.

Understand what the result does not prove
MeasureCalculation or evidenceLimit
Cost per confirmed appointmentTotal included expense ÷ confirmed appointmentsDoes not show whether the borrower attended
Cost per attended consultationTotal included expense ÷ attended consultationsDoes not establish approval or a funded loan
Incremental ROIWould require attributable incremental value and a credible comparisonNot calculated here from appointment counts alone

Build a fair comparison with alternatives

  1. Choose the workload

    Use equivalent lead sources, eligibility and periods when comparing tools or staffing.

  2. Include required expenses

    State which subscription, CRM, messaging and labor costs are included or excluded.

  3. Verify the outcomes

    Use actual appointments and attendance rather than generated links or suggested times.

  4. Review quality alongside price

    Check relevance, human overlap, opt-outs and failed handoffs before celebrating a lower cost.

Questions before you choose

Cost and ROI calculator: common questions.

Does this calculator predict my mortgage AI return?
No. It divides your supplied expenses by your supplied consultation counts. Revenue, funded loans and incremental ROI require additional verified evidence.
What costs should I include?
Include the assistant, required CRM and messaging charges, and other costs in your chosen scope for the same period. Do not double-count bundled charges.
What happens if no appointments were booked?
The total expense is still shown, but cost per appointment is unavailable rather than zero. A zero denominator cannot establish an acquisition cost.
Are my calculator entries sent to LoanWick?
The calculator runs locally in the browser without saving or transmitting its inputs. It is separate from account billing and checkout.

Test the conversation before you activate outreach.