BROKER INTELLIGENCE

Finally, Measure Broker Leads Like Every Other Lead Source.

Track broker leads, broker spend, awarded deals, revenue, CPA and ROI alongside Google, Meta, Bing and your other franchise development sources.

Broker Intelligence is a powerful add-on to the Insights Engine Unit Sales Module.
Broker-Network Agnostic CRM Agnostic Built Around Your Existing Stack
BROKER INTELLIGENCE IN ACTION

See Every Broker Metric in One Place.

Compare broker leads, spend, awarded deals, revenue, CPA and ROI in one consistent view across every broker network your organization uses.

Insights Engine Broker Deals dashboard showing leads, won deals, CPA, broker spend, revenue and ROI by broker source
COMPARE

Compare Broker Sources

Bring activity from multiple broker networks into one consistent reporting view.

FOLLOW

Follow the Deal Journey

Connect broker leads from CRM entry through awarded franchise and revenue.

ECONOMICS

See the Economics Clearly

Add broker spend, CPA, deal value and ROI so leadership has the full financial picture.

Multiple broker networks. One connected view from lead to deal. Better visibility without changing the systems you already use.

View the Insights Engine platform, get a demo, and mention your broker membership(s) for a subscription discount.
View the Insights Engine
FULL UNIT SALES VISIBILITY

Put Broker Performance Beside Every Other Lead Source.

Broker Intelligence feeds directly into the Unit Sales Module, giving leadership one view of leads, spend, awarded deals, revenue, CPA and ROI across broker networks and traditional acquisition channels.

Insights Engine Unit Sales dashboard showing broker performance alongside Google, Meta, Bing and other lead sources
01

One Lead-to-Deal View

See brokers, paid media and other acquisition sources inside one connected reporting layer.

02

Same Metrics Across Channels

Compare leads, deals, spend, revenue, CPA and ROI using the same scorecard across every source.

03

No Separate Broker Reporting

Extend the Unit Sales view you already use instead of creating another disconnected dashboard.

HOW BROKER INTELLIGENCE WORKS

Three Data Points. One Complete Broker Economics View.

Broker Intelligence does not create another workflow for your franchise development team. It connects the data you already manage in your CRM with broker costs maintained inside the Insights Engine, then calculates the financial performance of each broker source when a deal closes.

CONNECT
01

Broker Leads Enter Your CRM

CRM Connect identifies broker-generated leads already flowing into your existing CRM and preserves the originating broker source from lead through the sales process.

Broker source retained Existing CRM workflow
ADD COST
02

Broker Spend Is Managed in the Engine

Your team enters broker management fees and other broker costs in the Insights Engine admin panel, creating a consistent spend record by broker source and reporting period.

Admin-entered fees By source + by period
CLOSE THE LOOP
03

The Closed Deal Completes the Math

When a franchise deal closes in the CRM, deal value and consultant commission are captured. Broker Intelligence combines those economics with broker spend and lead history to calculate the full cost and return of that source.

Deal value captured ROI generated automatically
STEP 02 IN PRACTICE

Enter Broker Fees Once. Use Them in Reporting Everywhere.

Inside the Insights Engine admin area, your team selects the broker source and enters monthly broker fees. That saved fee data becomes part of Broker Intelligence reporting and feeds the broker spend layer used in CPA, revenue and ROI calculations.

Select the broker source Enter monthly fees Save data for reporting Power broker spend analytics
Broker fee entry graphic showing FranServe selected as the broker source and monthly fee entry in the Insights Engine admin area
Saved broker fee data feeds the Broker Intelligence spend and ROI view.
BROKER INTELLIGENCE OUTPUT

Once the CRM data, broker costs and closed-deal economics are connected, the module generates a full broker performance view.

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Leads by broker source
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Won Deals and deal rate
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Broker Spend including commissions
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CPA cost per awarded unit
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Revenue based on deal economics
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ROI by broker source
Broker commission is built into the economics.

Broker commissions vary by brand and broker relationship, but they commonly land in the 50% range of the initial franchise fee or deal value. When that commission is entered with the closed deal, Broker Intelligence uses it in the revenue and ROI calculation so the brand sees actual economics, not just gross deal value.

Keep your CRM. Keep your broker networks. Broker Intelligence connects the data and adds the financial visibility.
View the Insights Engine platform, get a demo, and mention your broker membership(s) for a subscription discount.
View the Insights Engine
Client Impact

Real Brands. Real Results.

"
The AI handles follow-up while we sleep. But more than that β€” it speaks like us. Our candidates get veteran-specific messages, actual answers to their questions, and we've seen a huge jump in both bookings and shows.
Jack Child
Founder, Veteran Services Brands
"
I've worked with Jimmy and his team for nearly a decade leading multiple brands as well as while serving as the Chair for VetFran. Jimmy's dashboard and the support provided to franchise brands are greatly appreciated.
Jeff Bevis
"
Within days of our audit, we were able to turn off 3 underperforming paid ad programs. Most significantly, we now have amazingly accurate lead source data in our CRM.
Jim Atkinson
VP Franchise Development