Lead capture
Inputs, results and consent with every lead
Mortgage pre-qualification funnels
Turn every visitor into a pre-qualified borrower.
PrequalFunnel puts payment, affordability and DTI calculators on your website and HighLevel funnels, then hands you the lead with every number the borrower entered. You call knowing the price, the down payment and whether the ratios work.
Free plan, no card. Paid plans include a 14-day trial.
Home price$425,000
Down payment10%
Rate assumption6.75%
Gross monthly income$11,000
Other monthly debts$600
Estimated PITI$3,223
Back-end DTI34.8% · Guideline 43%
Ready for a pre-qual call
A mortgage pre-qualification funnel turns an anonymous website visitor into a lead you can call with context. The borrower runs their own numbers in a calculator, sees where they stand, and asks to talk to you at the moment the result appears. PrequalFunnel delivers that lead with the inputs and results attached, to your inbox, its built-in CRM, or HighLevel.
Pre-Qualification Calculator
- Home price
- $425,000
- Down payment
- 10%
- Gross monthly income
- $11,000
- Back-end DTI
- 34.8%
- utm_campaign
- first_time_buyers
- landing_page
- /fha-loans/
- consent
- ✓ email · phone
What lands in your inbox
A lead that already answered your first five questions
Contact forms tell you a name. A PrequalFunnel lead tells you what the borrower is trying to buy, what they can put down and how their debts compare with their income, because they typed it into the calculator before they raised their hand.
- 1
The scenario
Price, down payment, term and the rate they assumed. You know which program to talk about before you dial.
- 2
The ratios
Front-end and back-end DTI from their own figures. A lead at 38% and a lead at 52% need different first calls.
- 3
The calculator
Which tool they used tells you intent: an FHA calculator lead and a cash-out refinance lead are different conversations.
- 4
The source
UTM tags, ad click IDs, referrer and landing page, so you know which page or campaign produced the borrower.
- 5
The consent
What they agreed to, recorded with the submission, so your follow-up stays inside it.
The pre-qual funnel
Four stages from a payment question to a pre-qual conversation
Every borrower starts with the same question: what would my payment be? The funnel answers it, lets them check whether they qualify, asks for contact details at the moment the answer lands, and gets the lead to you while they are still thinking about it.
Pre-qual funnel
-
The numbers moment
Payment and affordability answer the first question
-
Self-qualification
DTI, income and down payment show where they stand
-
The hand-raise
The lead form appears when the result does
-
Delivery & follow-up
Email alert, CRM, HighLevel, first call
The calculator ring
Calculators that ask the questions you would
Every calculator is built for US loan programs, speaks English and Spanish, and captures the lead with its numbers. Spin the ring, or browse all of them.
01 / 12
Mortgage Calculator
The payment calculator borrowers already look for, with the loan type, program fees and amortization attached to every lead you receive.
Open calculator → 02 / 12Affordability Calculator
Buyers type in what they earn and owe; you get a lead that already knows its price ceiling and which ratio set it.
Open calculator → 03 / 12Debt-to-Income Calculator
Three inputs, two ratios and an honest assessment, so the first thing you know about a lead is whether the numbers work.
Open calculator → 04 / 12Pre-Qualification Calculator
The calculator that turns "what can I afford?" into "can you pre-qualify me?", with the limiting ratio already identified for you.
Open calculator → 05 / 12FHA Loan Calculator
Buyers who search FHA payments are often first-time buyers with a little saved, a rent payment to beat and no lender yet.
Open calculator → 06 / 12VA Loan Calculator
Veterans and service members comparing VA payments often know their benefit exists but not what it costs, and the LO who explains it plainly tends to earn the referral network that follows.
Open calculator → 07 / 12Refinance Calculator
When rates drop, send your database a tool that tells you which homeowners actually come out ahead.
Open calculator → 08 / 12First-Time Homebuyer Calculator
First-time buyers see the monthly payment and the cash to close together, and you see which of the two is holding them back.
Open calculator → 09 / 12Rent vs. Buy Calculator
Undecided renters get an honest comparison; you get their rent, their timeline and the assumptions that would change their mind.
Open calculator → 10 / 12Down Payment Calculator
Meet buyers while they are still saving, and know to the month when they expect to be ready.
Open calculator → 11 / 12Cash-Out Refinance Calculator
Equity leads that arrive knowing their LTV are easier to qualify than ones that only clicked "get cash now".
Open calculator → 12 / 12Mortgage Required Income Calculator
When a buyer asks what they need to earn, they have usually already picked the house.
Open calculator → Drag, swipe or use the arrow keys
Between the calculator and your CRM
Capture, brand, embed and route, without building anything
PrequalFunnel handles the part of lead generation loan officers should not have to build: the calculators, the form, the CRM record and the hand-off to HighLevel.
Built-in CRM
Contacts, notes, statuses and calculation history
White-label
Your brand on calculators, portal and emails
Custom domains
Serve calculators from your own domain
Themes
12 themes, light and dark, your colors
Widgets
Floating launchers, tabs, buttons and cards
HighLevel · Webhooks · Zapier & Make
Inbound webhook into your workflows. JSON to any URL, per calculator if you like.
By the numbers
Counted from the product, not estimated
58Calculators
41Glossary
12Themes
2English and Spanish
Who it's for
Built for how you originate
The same calculators work for a one-person shop and a twelve-LO brokerage. What changes is where leads go and whose brand is on them.
- Independent loan officersA one-person pipeline that works while you're with clients
- Mortgage brokeragesRoute every lead to the right LO
- Branch & team leadersConsistent, branded tools for every LO
- HighLevel usersCalculators that trigger your workflows
- Bilingual loan officersServe Spanish-speaking borrowers natively
Pricing
Start free, upgrade when you want webhooks and your own brand
Originator is free forever. Producer and Brokerage add HighLevel webhooks, white-label, custom domains and more calculators and seats.
Originator
Put pre-qual calculators on your site and start collecting borrower leads.
Freefree forever
See pricingProducer
Your brand only, 50 calculators, and leads pushed straight into HighLevel.
$150/mo
See pricingBrokerage
Every calculator, unlimited LOs, domains and leads for the whole shop.
$210/mo
See pricing0 published reviews
Reviews from loan officers
No reviews yet, and we won't make any up.
PrequalFunnel is new. Reviews will appear here only when real customers write them, with their name, company and NMLS ID where they choose to share it.
Tell us how it's working for youFAQ · 10 questions
Questions loan officers ask
What is a mortgage pre-qualification funnel?
It is a sequence on your website that takes a visitor from a payment question to a pre-qualification conversation. A calculator answers the first question, a second tool such as DTI or required income shows whether they qualify, the lead form appears with the result, and the lead reaches you with the numbers attached. See how the four stages work.
Is PrequalFunnel a lender or a loan origination system?
No. PrequalFunnel is software for licensed loan officers and brokers. It does not make loans, pull credit, issue pre-approvals or loan estimates, or replace your LOS or application portal. It gets a borrower from your website to a conversation with you, with their numbers in hand.
How is a pre-qualification different from a pre-approval?
A pre-qualification is an informal estimate based on what the borrower tells you; a pre-approval follows a credit check and document review. PrequalFunnel works at the pre-qual stage and is designed to move the borrower toward your pre-approval application. The glossary entry explains the difference in detail.
Does it work with HighLevel?
Yes. On the Producer and Brokerage plans every lead can be posted as JSON to a HighLevel inbound webhook, which can start a workflow, create or update the contact, tag it by calculator and move it into a pipeline stage. The calculators also embed in HighLevel funnels and websites. See the HighLevel integration.
What do I get on the free plan?
The Originator plan is free forever: 5 calculators from the Mortgage and Loans collections, 1 widget, 100 stored contacts and email alerts for every lead. Webhooks, white-label and custom domains start on Producer. Compare plans.
Can borrowers use the calculators in Spanish?
Yes. Every calculator here except the affordability calculator lets the borrower switch to Spanish, including field help and definitions. Leads arrive in the same format either way, so you can route Spanish-language leads to a bilingual LO.
Who owns the leads?
You do. PrequalFunnel stores leads in your workspace and processes them on your behalf. We never sell, share or resell your leads, and you can export or delete them.
How long does setup take?
Sign-up, choosing a calculator, setting your colors and pasting one line of code onto your site typically takes minutes, not days. Connecting a HighLevel webhook adds a few more. The how it works page walks through each step.
Will the calculator match my website?
Yes. Choose from 12 themes in light or dark mode, set your colors and font, and rewrite every label and button. The inline embed isolates its styles so your site's CSS cannot break it, and its CSS never leaks into your page.
Do I need a developer to embed it?
No. You paste one snippet into a page builder's HTML or code block: WordPress, Wix, Squarespace, Webflow, Shopify, HighLevel or plain HTML. The help centre has a step-by-step guide for each platform.
PrequalFunnel
Your next borrower is already on your site.
Give them the numbers they came for, and get the lead with those numbers attached.
Free forever on Originator. Upgrade when you want webhooks and your own brand. 14-day free trial on monthly and yearly. Cancel before it ends and you pay nothing.