Instant first touch
Send an SMS or email within a minute, referencing the calculator they used, if your consent language covers it. See speed-to-lead.
HighLevel integration
HighLevel mortgage calculator integration, step by step
Your funnel collects the numbers; your HighLevel workflow starts the follow-up within seconds.
Free plan, no card. Paid plans include a 14-day trial.
Key takeaways
- Embed: paste one div and one script into a Custom HTML/JS element in any HighLevel funnel or website.
- Deliver: point a webhook at a workflow's Inbound Webhook trigger (Producer or Brokerage).
- Map inputs, results and UTM fields to HighLevel custom fields once; every later lead fills them.
- The lead is saved in PrequalFunnel's CRM first, so a paused workflow never loses it.
PrequalFunnel works with HighLevel in two directions. You embed calculators in HighLevel funnels and websites with a Custom HTML/JS element, and on Producer or Brokerage plans each lead is POSTed to a HighLevel workflow's Inbound Webhook trigger, where you map the borrower's numbers into contact custom fields.
How do you connect PrequalFunnel to HighLevel?
Setup takes one workflow and one pasted URL. Do it once per destination workflow; per-calculator webhooks let you add more later.
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Embed the calculator in your funnel
In the HighLevel funnel or website builder, add a Custom HTML/JS element and paste the embed code from PrequalFunnel. Inline mode renders the calculator style-isolated, so funnel CSS can't break it.
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Create a workflow with an Inbound Webhook trigger
In HighLevel Automation, start a new workflow and choose the Inbound Webhook trigger. Copy the URL it gives you. Some HighLevel accounts treat this as a premium trigger, so check your account's settings.
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Paste the URL into PrequalFunnel
Add it as your account-wide webhook, or on a single calculator if this workflow should only handle, say, FHA leads. Webhooks are available on Producer and Brokerage.
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Send a test lead
Submit the calculator's lead form yourself. HighLevel shows the received payload in the trigger so you can pick fields when mapping.
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Map fields and build the follow-up
Add a Create or Update Contact action, map name, email and phone, then map inputs, results and utm fields into custom fields. Add your speed-to-lead SMS, task and pipeline steps after it.
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Why send the numbers into HighLevel, not just the contact?
Because the numbers are what make the first conversation useful. A lead that says "Maria, phone, email" is a cold call. A lead that says Maria ran the affordability calculator with a $420,000 price, 5% down and a back-end DTI near 41% tells you what to ask first and which program might fit.
Once those values sit in HighLevel custom fields, you can use them everywhere HighLevel already works: merge them into the first text, show them on the opportunity card, branch the workflow on loan type, or put DTI on the pipeline view so your processor sees it at a glance.
HighLevel stays your system of record for follow-up. PrequalFunnel keeps its own copy of every lead in the built-in CRM, with the full calculation history, so you always have a second place to check if a workflow was paused or a field mapping broke.
What can a HighLevel workflow do with a calculator lead?
Anything HighLevel workflows can already do, now driven by the borrower's own numbers rather than a generic form fill.
Route by calculator
Per-calculator webhooks send VA, FHA and refinance leads into separate workflows with their own scripts and assignees.
Branch on the numbers
Use If/Else on a mapped DTI or down-payment field to send higher-DTI borrowers to a call-first path and others to a document-checklist path.
Tag by campaign
Map utm_campaign and gclid so your ad reports in HighLevel show which campaigns produced pre-qual conversations.
Create the opportunity
Add the lead to a pipeline stage such as "Pre-qual numbers received" so nothing sits unworked.
Which payload fields map to which HighLevel fields?
Map standard contact fields directly and create custom fields for the numbers. Names below are the payload keys; exact input names depend on the calculator.
| Payload field | Map to in HighLevel | Why it helps |
|---|---|---|
| contact.name, contact.email, contact.phone | Standard contact fields | Creates or updates the contact |
| calculator | Custom field "Calculator used" or a tag | Shows intent: purchase, FHA, refinance, DTI |
| submission.inputs | Custom fields (price, down payment, income) | What the borrower told you |
| submission.results | Custom fields (payment, DTI, max price) | What the borrower saw |
| is_new_contact | If/Else condition | Different message for returning borrowers |
| utm_source, utm_campaign, gclid | Custom fields or attribution fields | Ad and campaign reporting |
| landing_page, referrer | Custom fields | Which page started the conversation |
On the free Originator plan?
You can still embed every included calculator in HighLevel funnels and capture leads into PrequalFunnel's CRM with an email alert for each one. Automatic delivery into a HighLevel workflow needs Producer or Brokerage; both have a 14-day free trial on monthly and yearly billing. See plans and limits.
Want a HighLevel setup built for mortgage pros?
A partner offers a ready-made HighLevel snapshot for mortgage professionals: pipelines, workflows and templates you can connect your PrequalFunnel webhook to.
See the HighLevel snapshotPartner link: we may earn a commission. The partner is a separate company. Partner disclosure.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Which HighLevel trigger do I use?
The Inbound Webhook trigger in a HighLevel workflow. It gives you a unique URL; paste that URL into PrequalFunnel as a webhook, send a test lead, and map the received fields to contact and custom fields.
Is Inbound Webhook a premium trigger in HighLevel?
In some HighLevel accounts it is billed as a premium workflow trigger. That is between you and HighLevel, so check your agency or sub-account settings before you build.
How do I put a calculator inside a HighLevel funnel?
Add a Custom HTML/JS element to the funnel step or website page and paste the PrequalFunnel embed code. You can use inline mode, a popup button, a floating bubble or a multi-calculator widget.
Will my funnel's CSS break the calculator?
No. Inline mode renders the calculator in an isolated container, so the funnel's styles do not leak in and the calculator's styles do not leak out into your page.
Can I send FHA leads to a different workflow than refinance leads?
Yes. Set a per-calculator webhook on the FHA calculator pointing at one workflow and another on the refinance calculator. Calculators without their own webhook use the account-wide one.
Does the HighLevel contact get the borrower's DTI?
If you map it. The payload contains every result the borrower saw, including DTI from the DTI or affordability calculators; create a custom field and map the value once.
What if my HighLevel workflow is paused when a lead arrives?
The lead is still saved in PrequalFunnel's CRM with all its numbers, because it is stored before the webhook is sent. You can follow up from there and fix the workflow.
Does a returning borrower create a duplicate contact?
In PrequalFunnel, no: contacts are matched by email, then phone, and the new calculation is appended to their history. In HighLevel, use Create or Update Contact so it matches the existing record.
Can I use the HighLevel integration for a bilingual funnel?
Yes. Calculators speak English and Spanish; set the default language on the embed and the borrower can switch. The payload format is the same either way.
PrequalFunnel
Your next borrower is already on your site.
Give them the numbers they came for, and get the lead with those numbers attached.
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