PrequalFunnel frequently asked questions

PrequalFunnel is a pre-qualification funnel for US loan officers and mortgage brokers. You embed payment, affordability and DTI calculators on your website, borrowers run their own numbers, and a lead form inside the calculator sends you the contact with every input and result attached. Leads land in a built-in CRM, trigger an email alert and, on paid plans, can be pushed to HighLevel, Zapier, Make or any webhook URL. The aim is simple: more first conversations with borrowers who already know roughly what they can afford. See how it works.

It is built for licensed mortgage professionals in the United States: independent loan officers, small and mid-size brokerages, branch managers and producing team leads who run their own websites or HighLevel funnels. The calculators use US loan programs, US federal figures and US dollars. If you run a team, the Brokerage plan covers unlimited seats so every LO can have calculators and leads routed to them. Real estate agents and other businesses can use it too, but the copy, defaults and workflows are written for mortgage originators. Browse solutions by role.

Yes. Originator is free forever with no card required. It includes 5 calculators, 1 widget, up to 10,000 calculator views a month, up to 100 contacts and 1 seat. You get the lead form, the built-in CRM, email alerts and both English and Spanish. What it does not include: lead webhooks to HighLevel or other tools, custom domains, white-label branding and priority support. Those start on Producer. Compare everything on the pricing page.

Producer is for an individual LO or small team; Brokerage removes the limits for a whole shop. Producer costs $150 a month and includes 50 calculators, 10 widgets, 5 custom domains, 5 seats, webhooks and white-label. Brokerage costs $210 a month with unlimited calculators, widgets, domains, views, contacts and seats, and adds the Qualifying Income tools for bank-statement and self-employed borrowers. Both include a 14-day free trial on monthly and yearly billing.

No. PrequalFunnel is software for your website. It does not lend, pull credit, issue pre-approvals or Loan Estimates, price loans or replace your LOS or point-of-sale application. The calculators produce estimates from what the borrower enters, and the lead form starts a conversation. Everything after that, from the full application to disclosures and underwriting, stays in the systems you already use. Think of it as the top of your funnel: it gets a qualified-looking borrower to raise a hand with their numbers already on the table.

Paste one line of code: a <div> plus one script tag. Choose how it appears: inline on the page, inline in a frame, a popup button, a floating bubble, your own button or link as the trigger, a direct link, or a classic iframe. The code is the same for every website builder, and changes you make in the app show up on your site automatically. The embed options page shows each mode side by side.

Yes. Any site that lets you add a custom HTML or code block can run the embed, including HighLevel funnels and websites, WordPress, Wix, Squarespace and Webflow. In HighLevel, add a Custom Code element and paste the snippet. In WordPress, use a Custom HTML block. If your builder only accepts links, use the direct link or your own button as the trigger. The HighLevel integration guide covers both the embed and the lead webhook.

No. The inline mode does not use an iframe, but it is style-isolated, so your site's CSS cannot break the calculator and the calculator's styles cannot leak into your page. It still sizes itself to fit your layout and works on phones. If you prefer, the framed and iframe modes give an even harder boundary. You control colors, fonts and wording from the app so the calculator looks like part of your brand, not a bolted-on tool.

Yes, on Producer and Brokerage. You can serve calculators from a subdomain you own, such as calculators.yourbrokerage.com, so borrowers never see a third-party address. Producer includes 5 custom domains and Brokerage is unlimited; Originator does not include custom domains. You point a DNS record at your domain provider, and once it is connected your embeds and direct links use your address. See custom domains.

Yes, on Producer and Brokerage. White-label removes the "Powered by" credit from every calculator, lets you brand the sign-in portal with your logo and colors, and brands the lead and alert emails. You can optionally send those emails through your own SMTP server so they come from your domain. On the free Originator plan the credit stays visible. Read more about white-label.

Producer and Brokerage include a 14-day free trial when you choose monthly or yearly billing. You get the full plan during the trial, including webhooks and white-label. If you cancel before the trial ends, you are not charged. If you keep the plan, billing starts when the trial ends and we send a reminder before that happens. Lifetime purchases do not include a trial, but they are covered by our 14-day refund terms. Details are in the refund policy.

Paid plans can be billed monthly, yearly or once as a lifetime purchase. Producer is $150 a month, $1,500 a year or $2,997 once. Brokerage is $210 a month, $2,100 a year or $4,997 once. Yearly billing gives you 2 months free compared with paying monthly. Prices are in US dollars and exclude any applicable taxes. See the pricing page for the full comparison.

Yes. Cancel from Billing in the app whenever you like. Your plan stays active until the end of the period you have already paid for, and you are not charged again. After that, your workspace moves to the free Originator plan's limits, and embeds beyond those limits stop working. Your contacts stay in your account, and you can export them before or after you cancel. There are no cancellation fees.

Yes, in specific cases. Yearly and lifetime purchases can be refunded in full if you ask within 14 days of the charge and the account has not been used extensively in that time. Monthly plans are not refunded for partial months, but you can cancel at any time so you are not charged again. Trials can be cancelled before they end at no cost. If we ever charge you in error, we refund it. The full terms are in our refund policy.

Payments are processed by Stripe. You enter your card on a secure Stripe checkout, and PrequalFunnel never sees or stores your full card number; we only receive limited details such as the card brand, last four digits and billing address. Subscriptions renew automatically on the date shown in Billing until you cancel, and prices exclude any applicable taxes. Invoices and receipts are available from Billing in the app, and billing questions go to support@prequalfunnel.com.

Yes. You can change plans from Billing in the app, for example moving from Originator to Producer when you want webhooks and white-label, or from Producer to Brokerage when the team outgrows the seat and calculator limits. If you move to a lower plan, anything over its limits, such as extra calculators, widgets or custom domains, stops working once the change applies. Check the limits side by side on the pricing page before you switch, and ask support@prequalfunnel.com if you are unsure which plan fits.

No. A calculator result is an estimate built from what the borrower enters. A pre-qualification is an informal estimate based on what the borrower tells you, and it is not a commitment to lend. A pre-approval involves verified documents and a credit review by the lender. PrequalFunnel helps start the pre-qual conversation; it does not pull credit or issue pre-approvals. Keep your page copy accurate on this point. See pre-qualification vs. pre-approval.

It helps, but you remain responsible. The lead form records the consent the borrower gives along with the time, page and source, and you can rewrite the consent wording to match your own policy. What it cannot do is decide what language you need or whether you may call or text a particular person. Have your compliance team or counsel approve your consent text before you launch. Our compliance checklist lists what to review.

Show the basics on every page that carries a calculator: your NMLS ID, the states where you are licensed, your company details and an Equal Housing Opportunity statement. Keep any rate, payment or term you mention in surrounding copy consistent with advertising rules, and link your own privacy notice near the lead form. PrequalFunnel adds a disclaimer inside each calculator, but your page is still your advertising. Check specifics with your compliance team or counsel. The compliance checklist is a good starting point.

They are sourced and dated. Figures such as FHA mortgage insurance, the VA funding fee, USDA fees and conforming loan limits come from the agency publications and carry their effective dates. For example, the 2026 baseline conforming limit used is $832,750. These figures change, so we review them when agencies publish updates. Results remain estimates, and you should confirm current figures with the agency and your lender before quoting them to a borrower.

Possibly, but talk to compliance first. Co-marketing with real estate agents can raise RESPA Section 8 issues if either side receives something of value for referrals. Any shared page, ad or tool generally needs to reflect fair market value for what each party actually provides. PrequalFunnel can technically run a calculator on any site, and per-calculator webhooks make it easy to track those leads separately, but the arrangement itself is a legal question. See RESPA Section 8.

We aim to meet WCAG 2.2 Level AA on prequalfunnel.com. Pages support keyboard use, visible focus, reduced motion, 200% zoom and an accessibility panel for larger text and higher contrast. Embedded calculators are a separate component that we test on its own, and third-party pages we link to are outside our control. If you meet a barrier, email support@prequalfunnel.com with the page address and we aim to reply within one business day. Read our accessibility statement.