Lead capture
Inputs, results and consent with every lead
Mortgage pre-qualification funnels
Turn every visitor into a pre-qualified borrower.
PrequalFunnel puts payment, affordability and DTI calculators on your website and HighLevel funnels, then hands you the lead with every number the borrower entered. You call knowing the price, the down payment and whether the ratios work.
Free plan, no card. Paid plans include a 14-day trial.
Home price$425,000
Down payment10%
Rate assumption6.75%
Gross monthly income$11,000
Other monthly debts$600
Estimated PITI$3,223
Back-end DTI34.8% · Guideline 43%
Ready for a pre-qual call
A mortgage pre-qualification funnel turns an anonymous website visitor into a lead you can call with context. The borrower runs their own numbers in a calculator, sees where they stand, and asks to talk to you at the moment the result appears. PrequalFunnel delivers that lead with the inputs and results attached, to your inbox, its built-in CRM, or HighLevel.
Pre-Qualification Calculator
- Home price
- $425,000
- Down payment
- 10%
- Gross monthly income
- $11,000
- Back-end DTI
- 34.8%
- utm_campaign
- first_time_buyers
- landing_page
- /fha-loans/
- consent
- ✓ email · phone
What lands in your inbox
A lead that already answered your first five questions
Contact forms tell you a name. A PrequalFunnel lead tells you what the borrower is trying to buy, what they can put down and how their debts compare with their income, because they typed it into the calculator before they raised their hand.
- 1
The scenario
Price, down payment, term and the rate they assumed. You know which program to talk about before you dial.
- 2
The ratios
Front-end and back-end DTI from their own figures. A lead at 38% and a lead at 52% need different first calls.
- 3
The calculator
Which tool they used tells you intent: an FHA calculator lead and a cash-out refinance lead are different conversations.
- 4
The source
UTM tags, ad click IDs, referrer and landing page, so you know which page or campaign produced the borrower.
- 5
The consent
What they agreed to, recorded with the submission, so your follow-up stays inside it.
The pre-qual funnel
Four stages from a payment question to a pre-qual conversation
Every borrower starts with the same question: what would my payment be? The funnel answers it, lets them check whether they qualify, asks for contact details at the moment the answer lands, and gets the lead to you while they are still thinking about it.
Pre-qual funnel
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The numbers moment
Payment and affordability answer the first question
-
Self-qualification
DTI, income and down payment show where they stand
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The hand-raise
The lead form appears when the result does
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Delivery & follow-up
Email alert, CRM, HighLevel, first call
The calculator ring
Calculators that ask the questions you would
Every calculator is built for US loan programs, speaks six languages, and captures the lead with its numbers. Spin the ring, or browse all of them.
01 / 12
Mortgage Calculator
The payment calculator borrowers already look for, with the loan type, program fees and amortization attached to every lead you receive.
Open calculator → 02 / 12Affordability Calculator
Buyers type in what they earn and owe; you get a lead that already knows its price ceiling and which ratio set it.
Open calculator → 03 / 12Debt-to-Income Calculator
Three inputs, two ratios and an honest assessment, so the first thing you know about a lead is whether the numbers work.
Open calculator → 04 / 12Pre-Qualification Calculator
The calculator that turns "what can I afford?" into "can you pre-qualify me?", with the limiting ratio already identified for you.
Open calculator → 05 / 12FHA Loan Calculator
Buyers who search FHA payments are often first-time buyers with a little saved, a rent payment to beat and no lender yet.
Open calculator → 06 / 12VA Loan Calculator
Veterans and service members comparing VA payments often know their benefit exists but not what it costs, and the LO who explains it plainly tends to earn the referral network that follows.
Open calculator → 07 / 12Refinance Calculator
When rates drop, send your database a tool that tells you which homeowners actually come out ahead.
Open calculator → 08 / 12First-Time Homebuyer Calculator
First-time buyers see the monthly payment and the cash to close together, and you see which of the two is holding them back.
Open calculator → 09 / 12Rent vs. Buy Calculator
Undecided renters get an honest comparison; you get their rent, their timeline and the assumptions that would change their mind.
Open calculator → 10 / 12Down Payment Calculator
Meet buyers while they are still saving, and know to the month when they expect to be ready.
Open calculator → 11 / 12Cash-Out Refinance Calculator
Equity leads that arrive knowing their LTV are easier to qualify than ones that only clicked "get cash now".
Open calculator → 12 / 12Mortgage Required Income Calculator
When a buyer asks what they need to earn, they have usually already picked the house.
Open calculator → Drag, swipe or use the arrow keys
Between the calculator and your CRM
Capture, brand, embed and route, without building anything
PrequalFunnel handles the part of lead generation loan officers should not have to build: the calculators, the form, the CRM record and the hand-off to HighLevel.
Built-in CRM
Contacts, notes, statuses and calculation history
White-label
Your brand on calculators, portal and emails
Custom domains
Serve calculators from your own domain
Themes
12 themes, light and dark, your colors
Widgets
Floating launchers, tabs, buttons and cards
HighLevel · Webhooks · Zapier & Make
Inbound webhook into your workflows. JSON to any URL, per calculator if you like.
By the numbers
Counted from the product, not estimated
58Calculators
41Glossary
12Themes
6languages in every calculator
Who it's for
Built for how you originate
The same calculators work for a one-person shop and a twelve-LO brokerage. What changes is where leads go and whose brand is on them.
- Independent loan officersA one-person pipeline that works while you're with clients
- Mortgage brokeragesRoute every lead to the right LO
- Branch & team leadersConsistent, branded tools for every LO
- HighLevel usersCalculators that trigger your workflows
- Bilingual loan officersServe Spanish-speaking borrowers natively
Pricing
Start free, upgrade when you want webhooks and your own brand
Originator is free forever. Producer and Brokerage add HighLevel webhooks, white-label, custom domains and more calculators and seats.
Originator
Put pre-qual calculators on your site and start collecting borrower leads.
Freefree forever
See pricingProducer
Your brand only, 50 calculators, and leads pushed straight into HighLevel.
$150/mo
See pricingBrokerage
Every calculator, unlimited LOs, domains and leads for the whole shop.
$210/mo
See pricingUse cases
How loan officers use the calculators
Example workflows showing where each calculator fits in a mortgage pipeline. They describe how the tools are used, not results from any one office.
- Scenario 01
Weekend leads arrive pre-qualified
Borrowers run the pre-qualification calculator on a Saturday night. The lead lands with income, debts and target price already attached, so Monday starts with warm replies instead of cold calls.
Pre-Qualification Calculator - Scenario 02
Past clients check the refi math after a rate drop
When rates move, send your database the refinance calculator. Clients see their own break-even month, and the ones who reach out have usually decided the refi is worth it.
Refinance Calculator - Scenario 03
The first call starts at options, not arithmetic
Buyers enter price, down payment and income before they ever call. The conversation opens with the programs that fit their numbers instead of twenty intake questions.
Affordability Calculator - Scenario 04
DTI on screen does the hard talking
Borrowers see their debt-to-income ratio next to the guideline themselves. Files that can't close yet sort themselves out, and the ones that are close get a clear number to work toward.
Debt-to-Income Calculator - Scenario 05
Veterans answer their own entitlement questions
The VA calculator shows zero-down payments and funding fee scenarios at any hour. Veterans arrive at the first call informed about the program and ready to talk next steps.
VA Loan Calculator - Scenario 06
Mortgage insurance is explained before closing
First-time buyers playing with the FHA calculator see upfront and monthly MIP in their own payment. Nobody meets mortgage insurance for the first time at the closing table.
FHA Loan Calculator - Scenario 07
Buyers see what a bigger down payment changes
Buyers move the down payment slider and watch the payment and PMI change. Conversations about savings plans and gift funds start on their own.
Down Payment Calculator - Scenario 08
Every pre-approval goes out with a payment link
Attach a payment calculator link to each pre-approval letter. Buyers and their agent test rates, terms and prices, then come back with a favourite scenario to structure.
Mortgage Calculator
20 published reviews
Reviews from loan officers
From customers of our earlier version
4.6 Average rating 4.6 out of 5
-
They stayed until it worked
This first week in and I'd buy it again. I send every pre-approval out with the payment link. Clients stop rate-shopping me because my numbers are the ones they trust. Support solved my issue on the spot.
Hemant NaiduLO with 8 years in · Glendale, AZ -
This just gets it
Weekend leads come in pre-qualified with their numbers attached. Monday mornings used to be cold calls, now they are warm replies. Removing it would cause a staff revolt.
Laura H.Mortgage advisor · Miami, FL -
Two thumbs way up
Genuinely so happy. The break-even months on screen ended the 'is a refi worth it' phone tag. People self-educate and book ready.
Matteo FordIndependent broker · San Francisco, CA -
The upgrade we needed
Best investment since opening. Clients run their own payment scenarios and stop asking me to re-quote the same house at four different prices. Hours back every week. Saves me 15 hours a week.
Adeel MehmoodProducing branch manager · Edison, NJ -
This is how it should be
Day one in and already hooked. My VA buyers use the calculator, see their zero-down payment, and call me ready to move. Those used to be my longest nurture leads. The support team walked me through migration screen by screen. Wish it had SMS reminders built in, but honestly minor.
Nolan GibbsMortgage consultant · Chicago, IL -
Setup was stupidly easy
Four days in and happier than expected. The DTI tool quietly filters out the files that were never going to close. My pipeline is smaller but everything in it is real. Their team walked me through the whole setup on a call.
Ritu KhandelwalTeam lead · Fairfax, VA
Show all 20 reviews Show fewer reviews
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Game changer for my business
Day three in and it keeps impressing me. Clients toggle rate and term live on my site and arrive with a favourite scenario. Structuring the loan is the easy part now. Would make the same call every time. Wish it had a customer-facing app — nitpicking, really.
Matt W.Branch manager · Memphis, TN -
Does the boring stuff perfectly
Seriously speechless. Realtor partners embed my link and the leads land in my CRM with the math done. Three agents send me everyone now. Saves me at least 15 hours every week.
Ella MeyerLoan officer · El Paso, TX -
Made my week easier
A client ran her own refi numbers, saw the break-even, and signed within the week. The calculator closed what my emails could not. The support team walked me through everything on a Sunday.
Lucy MullinsSenior loan officer · Nashville, TN -
Quietly brilliant
Honestly delighted. I stopped delivering bad news personally. The DTI math on screen softens it, and the rebuild plan books the follow-up.
Chris SextonMortgage broker · Seattle, WA -
Fantastic from day one
Borrowers punch in their own numbers before they ever call me, so our first conversation starts at 'here are your options' instead of basic math. Even my obscure question got a proper answer, not a copy-paste.
Nusrat RehmanLO with 8 years in · San Jose, CA -
Exceeded expectations, honestly
A lead self-disqualified last week and thanked me for the honesty. That person will be back in a year, and they will call me. Saves me at least 3 hours each week.
Oliver CastroMortgage advisor · Orlando, FL -
Genuinely glad I found this
Day three in and I'd buy it again. The FHA calculator quietly pre-frames the mortgage insurance conversation. Nobody is shocked by MIP at the closing table anymore. Saves me 3 hours each week.
Elena BellIndependent broker · Austin, TX -
Quietly excellent
My purchase pre-quals doubled since the calculator went on the site. Same ad spend, twice the conversations.
Fernando LarsonProducing branch manager · Raleigh, NC -
Works like it should, imagine that
Totally so happy. The VA calculator answers the entitlement questions that used to take me a call and a worksheet. Vets arrive informed and ready. They walked me through setup on a Sunday. Whoever built this, thank you.
Luca MendezMortgage consultant · Seattle, WA -
Set it up and smiled
Really hooked. Buyers see exactly what an extra five thousand down does to their payment. Gift-letter conversations start themselves.
Rabia ShahTeam lead · Portland, OR -
Running my business is fun again
Demo alone convinced me. Leads come in with income, debts and target price already filled in. I underwrite the conversation, not the data entry.
Jonas ManningBranch manager · Arlington, TX -
Smooth from day one
Graduated from a spreadsheet nightmare. The refi calculator does the break-even math for the client, so when they reach out the decision is basically made. I just structure it. They walked me through the tricky parts on a call. Paid for itself before the first week was out. Wish it had more chart types — not a dealbreaker at all.
Nova H.Loan officer · Sacramento, CA -
Zero complaints from me
Day two in and already hooked. First-time buyers play with the FHA calculator at 11pm and show up in my inbox pre-sold on the program. Saves me the whole education call. The support team walked me through migration on a Sunday.
Saima MangatSenior loan officer · Louisville, KY -
Five stars, zero drama
Genuinely blown away. Buyers finally understand how the down payment changes everything because they see it themselves. My consults got twenty minutes shorter. Support replied in minutes — impressive stuff. Saves me at least 6 hours weekly.
Phil MedinaMortgage broker · San Francisco, CA
FAQ · 10 questions
Questions loan officers ask
What is a mortgage pre-qualification funnel?
It is a sequence on your website that takes a visitor from a payment question to a pre-qualification conversation. A calculator answers the first question, a second tool such as DTI or required income shows whether they qualify, the lead form appears with the result, and the lead reaches you with the numbers attached. See how the four stages work.
Is PrequalFunnel a lender or a loan origination system?
No. PrequalFunnel is software for licensed loan officers and brokers. It does not make loans, pull credit, issue pre-approvals or loan estimates, or replace your LOS or application portal. It gets a borrower from your website to a conversation with you, with their numbers in hand.
How is a pre-qualification different from a pre-approval?
A pre-qualification is an informal estimate based on what the borrower tells you; a pre-approval follows a credit check and document review. PrequalFunnel works at the pre-qual stage and is designed to move the borrower toward your pre-approval application. The glossary entry explains the difference in detail.
Does it work with HighLevel?
Yes. On the Producer and Brokerage plans every lead can be posted as JSON to a HighLevel inbound webhook, which can start a workflow, create or update the contact, tag it by calculator and move it into a pipeline stage. The calculators also embed in HighLevel funnels and websites. See the HighLevel integration.
What do I get on the free plan?
The Originator plan is free forever: 5 calculators from the Mortgage and Loans collections, 1 widget, 100 stored contacts and email alerts for every lead. Webhooks, white-label and custom domains start on Producer. Compare plans.
Can borrowers use the calculators in Spanish?
Yes. Every calculator here lets the borrower switch to Spanish, including field help and definitions, and to Chinese, Korean, Vietnamese and Arabic as well. Leads arrive in the same format either way, so you can route Spanish-language leads to a bilingual LO.
Who owns the leads?
You do. PrequalFunnel stores leads in your workspace and processes them on your behalf. We never sell, share or resell your leads, and you can export or delete them.
How long does setup take?
Sign-up, choosing a calculator, setting your colors and pasting one line of code onto your site typically takes minutes, not days. Connecting a HighLevel webhook adds a few more. The how it works page walks through each step.
Will the calculator match my website?
Yes. Choose from 12 themes in light or dark mode, set your colors and font, and rewrite every label and button. The inline embed isolates its styles so your site's CSS cannot break it, and its CSS never leaks into your page.
Do I need a developer to embed it?
No. You paste one snippet into a page builder's HTML or code block: WordPress, Wix, Squarespace, Webflow, Shopify, HighLevel or plain HTML. The help centre has a step-by-step guide for each platform.
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.