Speed-to-lead with context
An immediate text or email that names the calculator the borrower used, within the consent they gave. See speed-to-lead.
For HighLevel users
HighLevel for mortgage loan officers, with the borrower's numbers in every workflow
Your HighLevel workflows are only as smart as the fields they receive.
Free plan, no card. Paid plans include a 14-day trial.
If your follow-up already lives in HighLevel, PrequalFunnel feeds it better leads. Calculators sit in your HighLevel funnels and websites, and on paid plans each lead posts to a workflow with every input and result, ready to map into custom fields. Workflows can then branch on DTI, loan type or campaign instead of treating every form fill the same.
Key takeaways
- Calculators embed in HighLevel funnels with a Custom HTML/JS element.
- Leads post to an Inbound Webhook trigger on Producer and Brokerage.
- Map inputs and results to custom fields, then branch workflows on them.
- Reuse the setup across funnels and your own snapshots; re-check webhook URLs after import.
What do HighLevel users build with calculator leads?
Workflows you already know, driven by numbers rather than a bare form fill. These are patterns, not templates we ship.
DTI-based branching
If/Else on a mapped back-end DTI field: higher-DTI borrowers go to a call-first path, others to a document checklist.
Program pipelines
FHA, VA and refinance calculators each post to a workflow that creates an opportunity in the matching pipeline.
Returning-borrower nudges
The payload's is_new_contact flag lets you send a different message when someone comes back with a new scenario.
Campaign reporting
Map utm_campaign and gclid so HighLevel reporting shows which ads produced pre-qual conversations.
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Why not just use a HighLevel form with a few questions?
You can, and for a simple contact request it works. The difference is what the borrower gets before they hand over a phone number. A HighLevel form asks questions; a PrequalFunnel calculator answers one. The borrower sees a payment, a PITI breakdown or a debt-to-income ratio, then decides whether to talk to you.
That changes both conversion and quality. Borrowers who have seen a number they care about have a reason to submit, and the lead carries the math they did. Building equivalent calculators inside HighLevel means maintaining formulas for MIP, funding fees, PMI and amortization yourself, and updating them when federal figures change.
So most HighLevel shops keep HighLevel for what it is good at, which is follow-up, pipelines and messaging, and use PrequalFunnel for the calculator and lead-capture step. The technical connection is covered on the HighLevel integration page; this page is about how HighLevel users structure the funnel around it.
How do you make the setup reusable across funnels and snapshots?
The embed is a snippet on a page and the routing is a workflow, so both can be reused. The webhook URL is the part to check.
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Build one funnel step with the calculator
Add a Custom HTML/JS element and paste the embed code. Inline mode is style-isolated, so funnel CSS cannot break it.
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Build the workflow around an Inbound Webhook trigger
Map contact fields, then inputs, results and UTM fields into custom fields. Add your follow-up actions.
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Point the calculator at the workflow
Paste the trigger URL as the calculator's webhook in PrequalFunnel and send a test lead.
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Include both in your own snapshot
If you package funnels as HighLevel snapshots for other sub-accounts, the page with the embed and the workflow travel with it.
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Re-check the webhook after import
An imported workflow's Inbound Webhook trigger may have a different URL in the new sub-account. Copy it and set it on that sub-account's calculator, then test again.
Which plan fits a HighLevel user?
Automatic delivery into HighLevel needs a paid plan; embedding does not.
| You want to… | Plan | Notes |
|---|---|---|
| Embed calculators in HighLevel funnels and work leads from email alerts | Originator | Free; leads stay in PrequalFunnel's CRM, no webhook |
| Post every lead into a HighLevel workflow | Producer | Webhooks, 50 calculators, 10 widgets |
| Run several sub-accounts or LOs, each with its own workflow | Producer or Brokerage | Per-calculator webhooks; 5 or Unlimited seats |
| Add bank-statement and self-employed income tools | Brokerage | Qualifying Income calculators included |
Match workflow messages to the consent you collected
A workflow can text a borrower within seconds, which is only useful if your consent language covers texting. Make sure the consent text in the calculator's lead form matches what your workflows actually do, and have it reviewed. See TCPA consent.
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
Do I need a paid plan to use PrequalFunnel in HighLevel funnels?
No. Any plan can embed calculators in HighLevel funnels and websites. Sending leads automatically into a HighLevel workflow by webhook needs Producer or Brokerage.
Does PrequalFunnel ship a HighLevel snapshot?
No. You build the funnel step and workflow in your own account. Because the embed is a snippet on a page and routing is a standard workflow, you can include both in snapshots you create yourself.
Why did my webhook stop working after importing a snapshot?
The imported workflow's Inbound Webhook trigger may have a new URL in that sub-account. Copy the URL from the trigger, set it on the matching calculator in PrequalFunnel and send a test lead.
Which fields should I map to custom fields?
At minimum: calculator, the main inputs (price, down payment, income, debts), the main results (payment, DTI, maximum price) and utm_campaign. Send a test lead first so HighLevel shows the exact keys.
Can different calculators go to different HighLevel workflows?
Yes. Set a per-calculator webhook, for example FHA leads to a first-time buyer workflow and refinance leads to a refi workflow. The account-wide webhook handles everything else.
What if my HighLevel workflow is paused?
The lead is still saved in PrequalFunnel's CRM with its numbers, and the email alert still goes out. A webhook failure never loses the lead.
Can I use a HighLevel custom domain and PrequalFunnel's custom domain together?
Yes. The funnel page runs on your HighLevel domain, and on paid plans calculators can be served from a separate domain such as calculators.yourbrand.com. See custom domains.
Can I use Zapier or Make instead of an Inbound Webhook trigger?
Yes. Point the webhook at Zapier or Make and create or update the HighLevel contact from there. See Zapier and Make.
Will HighLevel show the borrower's full calculation history?
Each webhook carries that submission. The full history for a returning borrower lives in PrequalFunnel's CRM; you can also append each submission to a HighLevel note in your workflow.
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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