Independent loan officers
You are the marketing department, the processor's first contact and the closer. You need a funnel that runs while you are in a showing or at a closing table. See PrequalFunnel for independent loan officers.
Solutions
Mortgage calculator funnels for loan officers and brokers, by how you work
Pick the page that sounds like your week, then pick the plan that fits it.
Free plan, no card. Paid plans include a 14-day trial.
PrequalFunnel is the same pre-qualification funnel for everyone: calculators that show a borrower their numbers, a lead form at the right moment, and delivery to your CRM or HighLevel. What changes by segment is the setup. A one-person shop needs speed, a brokerage needs routing and seats, and a branch needs consistency.
Key takeaways
- The funnel is the same for every segment; routing, seats and branding are what differ.
- Independent LOs can start free and add webhooks when volume justifies it.
- Brokerages and branches route leads per LO with per-calculator webhooks.
- Every calculator except the affordability calculator speaks English and Spanish.
Which loan officers and brokers is PrequalFunnel built for?
Five groups, each with a dedicated page. Start with the one that describes who answers the phone when a lead comes in.
Mortgage brokerages
Several LOs, one website, and a recurring argument about whose lead it was. You need routing per LO and one place to see every lead. See PrequalFunnel for mortgage brokerages.
Branch managers and team leaders
You want every LO on the branch using the same branded, reviewed tools, not twelve different free widgets. See PrequalFunnel for branch and team leaders.
HighLevel users
Your follow-up already lives in HighLevel workflows. You need the borrower's numbers to arrive in custom fields, not just a name. See PrequalFunnel for HighLevel users.
Bilingual loan officers
A meaningful share of your borrowers would rather run numbers in Spanish. You need calculators and forms that switch languages without losing the lead. See PrequalFunnel for bilingual loan officers.
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What stays the same across every segment?
The borrower's path stays the same. A visitor lands on a page, runs a payment, affordability or DTI scenario, sees a result that matters to them, and is offered a short lead form at that moment. The lead is saved with every input and result attached, and you get an email alert. That sequence is described stage by stage in the pre-qualification funnel.
What changes is everything around the lead. An independent LO usually wants one inbox and one follow-up routine. A brokerage wants each LO's calculators to send leads to that LO's workflow. A branch manager wants the same theme, the same disclosures and the same consent text on every LO's page. A HighLevel shop wants the numbers in custom fields so workflows can branch on them. A bilingual LO wants Spanish speakers to stay in Spanish all the way to the submit button.
None of these setups needs a different product. They use different combinations of the same parts: embed options, per-calculator webhooks, seats, white-label branding and language switching. The segment pages below explain which combination tends to work and where it falls short.
Which plan fits each segment?
A starting point, not a rule. Plan names and limits render from current pricing data.
| Segment | Usual starting plan | Why | Key limits |
|---|---|---|---|
| Independent LO, testing the idea | Originator (free) | Lead form, CRM and email alerts on the free plan | 5 calculators, 100 contacts, 1 seat |
| Independent LO running ads or HighLevel | Producer | Webhooks, white-label and your own domain | 50 calculators, 10,000 contacts, 5 seats |
| Small team or HighLevel agency-style setup | Producer | Per-calculator webhooks and a handful of seats | 10 widgets, 5 domains |
| Brokerage or branch with many LOs | Brokerage | Seats and calculators without a ceiling, plus Qualifying Income tools | Unlimited seats, Unlimited contacts |
| Bilingual LO | Any plan | Bilingual calculators are on every plan | Matches whichever plan you choose |
How does a solo setup differ from a team setup?
The difference is mostly about who owns the lead after it arrives.
Solo loan officer
- One account-wide webhook, or none at all
- Every lead goes to your inbox and CRM
- Branding is your name and NMLS ID
- Follow-up is you, quickly
Brokerage, branch or team
- Separate calculators per LO, each with its own webhook
- Leads land in the right LO's workflow or pipeline
- One company theme, disclosures and consent text
- Seats so each LO and assistant signs in separately
Whatever your segment, PrequalFunnel is not a lender
PrequalFunnel does not pull credit, issue pre-approvals or Loan Estimates, or price loans. It gives you a borrower's self-reported numbers and the estimate they saw. You still verify income, assets and credit in your own process, and you remain responsible for your NMLS ID, Equal Housing Opportunity statement and consent language; check with your compliance team or counsel.
How do you choose where to start?
Four quick questions settle most decisions.
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Count who answers leads
One person means the independent LO path. More than one means you need routing, which points to the brokerage or branch path.
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Check where follow-up lives
If it lives in HighLevel, read the HighLevel page first; webhooks need Producer or Brokerage.
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Look at your borrowers' language
If Spanish speakers are a real part of your market, plan the bilingual setup from day one rather than retrofitting it.
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Start free, then upgrade on evidence
Run the funnel on Originator and move up when you need webhooks, more contacts or your own domain. See how setup works.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Is there a different product for brokerages and independent LOs?
No. Everyone uses the same calculators, lead form, CRM and delivery options. Brokerages and branches mostly use more seats, per-calculator webhooks for routing and white-label branding, which come with the Producer and Brokerage plans.
Which plan do most independent loan officers start on?
Usually Originator, the free plan, to prove the funnel produces conversations. It includes the lead form, the built-in CRM and email alerts. Most move to Producer when they want leads pushed into HighLevel or want calculators on their own domain.
Can a brokerage route leads to individual loan officers?
Yes. Give each LO their own calculators and set a per-calculator webhook to that LO's workflow, pipeline or automation. Every lead still lands in the shared CRM first, so a webhook problem never loses it.
How many users can sign in?
Originator includes 1 seat, Producer includes 5 and Brokerage includes Unlimited. Seats are for the people who work leads and manage calculators, such as LOs, assistants and marketing staff.
Do I need HighLevel to use PrequalFunnel?
No. The built-in CRM and email alerts work on their own. HighLevel, Zapier, Make and any URL that accepts a JSON POST are optional destinations on paid plans, for teams that already run follow-up somewhere else.
Are the calculators available in Spanish on every plan?
Yes. Bilingual calculators are included on every plan. Every calculator speaks English and Spanish except the affordability calculator, whose live interface is English-only today; use the pre-qualification calculator for Spanish-language affordability questions.
Does PrequalFunnel work with any lender?
Yes. It is lender-agnostic. The calculators use US program rules and federal figures, not a specific lender's pricing, so a broker can use them regardless of which wholesale lenders the loan eventually goes to.
Can I change plans later?
Yes. Paid plans are monthly, yearly or lifetime, and you can cancel any time. Monthly and yearly plans start with a 14-day free trial, so a team can test routing before committing.
Which page should a team lead at a larger lender read?
The branch and team leaders page. It covers consistent branded tools across LOs, the recruiting and retention angle, and how to take the calculators through your company's compliance review.
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.