Place it where intent is highest
Put the payment or affordability calculator on your home page, your purchase page and every loan-program page. See where to place calculators on an LO website.
How it works
How to set up a mortgage pre-qualification funnel with PrequalFunnel
Six steps from sign-up to a borrower conversation that starts with real numbers.
Free plan, no card. Paid plans include a 14-day trial.
Sign up on the free Originator plan, pick the calculators that match your loan programs, brand them, and paste one line of code on your website or HighLevel funnel. Borrowers run their numbers, submit the form, and the lead lands in your CRM with every input and result. Paid plans add webhooks into HighLevel, Zapier or Make.
Key takeaways
- Setup typically takes about 10 for a first calculator; no developer needed.
- Start free on Originator; webhooks, white-label and custom domains need Producer or Brokerage.
- Every lead carries the borrower's inputs, results, page URL and traffic source.
- PrequalFunnel produces estimates; it does not pull credit or issue pre-approvals.
What are the steps from sign-up to your first lead?
Six steps, in this order. Most loan officers finish the first five in one sitting; the sixth is your normal sales process, now with better information.
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Sign up free and pick your calculators
Create an account on the Originator plan (Originator, free forever) and switch on up to 5 calculators. Start with the tools that match how borrowers think: a payment calculator, an affordability calculator and a DTI calculator cover most first conversations.
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Brand it and choose a theme
Set your colors, logo, fonts and button copy, and pick one of 12 themes in light or dark mode. Rewrite the call to action in your own voice, such as "Get my pre-qual numbers reviewed".
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Embed it on your site or HighLevel funnel
Copy one line of code (a div plus one script) into your website builder or a HighLevel funnel step. Choose inline, popup button, floating bubble or a direct link. The inline mode is style-isolated, so your site's CSS can't break it.
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Connect a webhook (Producer and Brokerage)
On a paid plan, paste a webhook URL from a HighLevel Inbound Webhook workflow, Zapier or Make. Every lead is then POSTed as JSON the moment it is submitted. You can send a specific calculator's leads to a different workflow.
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Leads arrive with the numbers
When a borrower submits the form, PrequalFunnel saves the contact with name, email or phone, consent, every input and result, the page URL and the traffic source, then emails you an alert. Returning borrowers are de-duplicated and their new calculation is added to their history.
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Follow up while it's fresh
Call or text with consent, reference the numbers the borrower already ran, and move the right borrowers toward a full application and pre-approval in your own LOS. Speed matters: the first few minutes are when the borrower is still thinking about the payment.
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What does the borrower experience on the other side?
The borrower sees a calculator, not a form wall. They enter a price, a down payment and their monthly debts, and they get a live payment, a PITI breakdown, charts and, where it applies, an amortization schedule. A short definitions block explains terms like DTI and PMI in plain language, and a disclaimer makes clear the result is an estimate.
Once they have numbers they care about, the lead form asks for name, email or phone and consent. That order matters: the borrower has already invested effort and sees a reason to talk to you. They can also share the result with a spouse or co-borrower or print it.
On your side, the lead does not say "interested in a mortgage". It says what price they tried, what they put down, what payment they saw and what their debt-to-income ratio came out to. That is a pre-qualification conversation ready to start, not a cold call. It is still not a pre-approval; you verify income, assets and credit in your own process.
Which steps need a paid plan?
You can run the whole funnel on the free plan; paid plans change where the lead goes and whose brand the borrower sees.
| Step | Originator (free) | Producer | Brokerage |
|---|---|---|---|
| Calculators | Up to 5 | Up to 50 | Unlimited, including Qualifying Income tools |
| Themes | Ledger, Minimal, Compact | Adds Glass, Soft UI, Aurora, Editorial, Image Hero, Spotlight | Adds Depth 3D, Particles, Dashboard |
| Embed on any site or HighLevel funnel | Yes | Yes | Yes |
| Leads in the built-in CRM + email alert | Up to 100 contacts | Up to 10,000 contacts | Unlimited contacts |
| Webhooks to HighLevel, Zapier, Make | No | Yes | Yes |
| White-label and custom domains | No | Yes, up to 5 domains | Yes, Unlimited domains |
What should you do in the first week after launch?
Get the calculator where borrowers already are, then tighten the follow-up loop.
Tag your campaigns
Add UTM tags to ads, emails and social links so each lead shows which campaign brought it in. The lead attribution feature records them for you.
Send yourself a test lead
Submit the form once on the live page. Confirm the email alert, the CRM record and, on paid plans, the webhook delivery in HighLevel or Zapier.
Write your first-touch script
Prepare a short message that references the borrower's numbers without quoting rates or promising approval, and send it within minutes.
PrequalFunnel is not a lender
PrequalFunnel does not pull credit, issue pre-approvals or Loan Estimates, price loans or replace your LOS or point-of-sale application. The calculators produce estimates based on what the borrower enters. You remain responsible for your NMLS ID, Equal Housing Opportunity statement, state licensing details and consent language on your own pages; check with your compliance team or counsel.
Keep reading
FAQ · 9 questions
Questions loan officers ask
How long does setup really take?
Typically about 10 for a first calculator: sign up, choose a calculator, set your colors and paste the embed code. Connecting a HighLevel workflow takes longer the first time because you map fields, but you only do it once and every later lead follows the same path.
Do I need a developer or any coding skills?
No. You copy one line of code and paste it into a code or HTML block in your website builder or HighLevel funnel. If you can add a YouTube video to a page, you can add a calculator. The calculator handles its own styling, so it won't clash with your theme.
Can I start without a credit card?
The Originator plan is free forever, so you can build and embed calculators and collect leads before deciding on a paid plan. Producer and Brokerage come with a 14-day free trial on monthly and yearly billing.
Which calculators should I turn on first?
Start with the questions borrowers ask most: what will my payment be, how much house can I afford, and do my debts fit. A mortgage payment calculator, an affordability calculator and a DTI calculator cover those. Add FHA, VA or refinance tools for the programs you actually market.
What happens if my webhook goes down?
The lead is still saved in your PrequalFunnel CRM and you still get the email alert. A webhook failure never loses the lead, so you can follow up from the CRM and fix the connection in HighLevel, Zapier or Make afterwards.
Can I use it inside a HighLevel funnel instead of my website?
Yes. Paste the embed code into a custom code element on any HighLevel funnel or website page. On Producer and Brokerage, add a webhook to an Inbound Webhook workflow so the lead becomes a HighLevel contact with the numbers attached.
What does a lead contain when it arrives?
Name, email or phone, consent, every input the borrower entered and every result they saw, the page URL, and the traffic source such as UTM tags, ad click IDs, referrer and landing page. Returning borrowers are matched by email, then phone, and the new calculation is added to their history.
Is a calculator lead a pre-approved borrower?
No. It is a pre-qualification-stage lead: an informal estimate based on what the borrower told the calculator. You still verify income, assets and credit and issue any pre-approval in your own process. The value is that the conversation starts with real numbers instead of a blank form.
Can my team use the same account?
Yes, within your plan's seats: 1 on Originator, 5 on Producer and Unlimited on Brokerage. Branch managers usually route leads by calculator or campaign through webhooks so each LO gets the right borrowers.
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.