Guides
7 in-depth guides on pre-qual strategy, lead conversion, HighLevel and compliance.
Resources
Resources for running a pre-qual funnel
Guides for strategy, a glossary for definitions, the help centre for setup, and straight answers for everything in between.
Free plan, no card. Paid plans include a 14-day trial.
This hub collects everything PrequalFunnel publishes for loan officers and brokers: in-depth guides on pre-qualification and lead conversion, definitions of mortgage and lead-generation terms, step-by-step embedding help for each website platform, a lead-value estimator, and answers to common questions about plans, privacy and compliance.
Glossary
41 mortgage and lead-generation terms, each with an example.
Help centre
Step-by-step embedding for WordPress, Wix, Squarespace, Webflow, Shopify, HighLevel and HTML.
FAQ
Straight answers on plans, embedding, leads, privacy and compliance.
Lead value
Estimate what a calculator lead is worth with your own numbers.
Theme showcase
See the calculator themes in light and dark.
Pre-qual funnel
The four stages from a payment question to a pre-qual call.
What's new
Every shipped change, newest first.
Media kit
Logos, colors and a fact sheet.
Latest guides
Building a Bilingual Pre-Qual Funnel for Spanish-Speaking Borrowers
How LOs serve Spanish-speaking borrowers: bilingual calculators, pages to translate first, terminology, household income, compliance and lead routing.
A Compliance Checklist for Mortgage Lead-Capture Pages
A checklist for LO lead-capture pages: NMLS and licensing, Equal Housing, Regulation Z trigger terms, TCPA consent, privacy, accessibility and RESPA.
Build a HighLevel Pre-Qual Workflow From a Calculator Webhook
Build a HighLevel workflow with an Inbound Webhook trigger: map calculator lead data, tag by calculator, open a pipeline stage and alert the LO.
FAQ · 6 questions
Questions loan officers ask
Where should I start if I'm new to calculator funnels?
Start with the guide on pre-qualification versus pre-approval, then read where to place calculators on your site. Together they explain the funnel and the first pages to change.
Is the content legal or compliance advice?
No. Our compliance material is general information for licensed professionals, with sources and dates. Your compliance team or counsel has the final word on your disclosures, consent language and advertising.
How often are the guides updated?
Each guide shows a published and an updated date. We revise guides when a rule, a figure or the product changes, and the updated date moves when we do.
Do I need an account to use the resources?
No. Every guide, glossary entry, help page and the lead-value estimator are free to read and use without signing up.
Can I suggest a topic?
Yes. Send it through the contact page. Questions loan officers ask us repeatedly are the first ones we write up.
Are the resources available in Spanish?
The calculator pages, glossary, FAQ, pricing and core product pages are in Spanish. The long-form guides are published in English for now.
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.