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Platform guide: WordPress

How to add a mortgage calculator to WordPress

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embed.html
<div data-prequal="mortgage"
     data-key="YOUR_EMBED_KEY"
     data-mode="inline"></div>
<script src="https://app.prequalfunnel.com/embed.js" async></script>

To add a mortgage calculator to WordPress, copy the snippet from the Embed tab in your PrequalFunnel dashboard, add a Custom HTML block to the page and paste it in. Publish, then submit a test lead. If the calculator doesn't appear, a caching or optimization plugin is usually delaying or rewriting the script.

Key takeaways

  • Use a Custom HTML block, or your page builder's HTML element.
  • No WordPress plugin is needed; the script loads from PrequalFunnel.
  • Exclude the embed script from JavaScript delay, defer and combine settings.
  • Test on the published page in a private window, not in the editor.

How do you embed the calculator in WordPress?

These steps use the block editor as of October 2026. Classic editor and page-builder users paste the same snippet into their own HTML element.

  1. Copy the snippet

    In your PrequalFunnel dashboard, open the calculator, go to the Embed tab, choose Inline and copy the snippet. It already holds your embed key.

  2. Add a Custom HTML block

    Edit the page, click the add-block button where the calculator should go and choose Custom HTML. Page builders have an equivalent HTML or Code element.

  3. Paste and save

    Paste the full snippet, including the script line. Don't switch the block to visual mode afterwards; some editors rewrite markup when you do.

  4. Publish and view the live page

    Publish or update, then open the page in a private window. The editor preview may not run scripts, so judge it on the live page.

  5. Purge caches

    If you use a caching plugin, host-level cache or CDN, purge it so visitors get the new page.

What do you paste into the Custom HTML block?

This shows the shape of the code with placeholders. Copy the exact snippet from the Embed tab in your dashboard; it is the source of truth.

embed.html
<!-- Mortgage payment calculator, inline -->
<div data-prequal="mortgage" data-key="ak_…" data-mode="inline" data-lang="en"></div>
<script src="https://app.prequalfunnel.com/embed.js" async></script>

What usually goes wrong on WordPress?

Almost every WordPress problem comes from something rewriting or delaying the script before it runs.

Delayed or deferred JavaScript

Caching and optimization plugins can hold scripts until the visitor scrolls or clicks, or combine them into one file. Exclude app.prequalfunnel.com or embed.js from delay, defer, combine and minify settings.

Scripts stripped on save

Some roles, multisite setups and security plugins remove script tags when a page is saved. Ask an administrator to save the block, or use the Inline in a frame mode.

Lazy-loading frames

If you use a frame mode, lazy-load settings can stop the frame loading below the fold. Exclude it, or switch to inline.

Content security policy

If your host or a security plugin sets a content security policy, allow scripts and connections from app.prequalfunnel.com.

04

How do you send a test lead from WordPress?

Open the published page in a private window so you see what a logged-out borrower sees, with no admin bar and no cached session. Run a realistic calculation, open the lead form and submit it with your own name and email.

Within a minute you should see three things: a new contact in your built-in CRM with every input and result plus the page URL, a lead alert email, and, if you connected one on Producer or Brokerage, a delivery to your webhook. Add ?utm_source=test to the page URL first and the source will show on the contact too.

Add a note or status to the test contact so it doesn't count in your own lead reporting.

How do you fix a calculator that won't show on WordPress?

Check these in order; the first two cover most cases.

On Originator, contacts above 100 are not saved, though the borrower still sees a success message.
SymptomLikely causeFix
Empty space where the calculator should beScript delayed or combined by an optimization pluginExclude embed.js from JS delay and combine, then purge caches
Snippet shows as text on the pagePasted into a paragraph block, not Custom HTMLDelete it and paste into a Custom HTML block
Works when logged in, not logged outCached copy of the old pagePurge plugin, host and CDN caches
Script tag gone after savingRole or security plugin strips scriptsSave as an administrator or use Inline in a frame
Calculator appears but no lead arrivesForm blocked or contact limit reachedCheck the browser console and your plan's contact limit

FAQ · 8 questions

Questions loan officers ask

Do I need a WordPress plugin for the calculator?

No. PrequalFunnel runs from a snippet you paste into a Custom HTML block, so there is no plugin to install, update or keep compatible with your theme.

Will my WordPress theme's CSS change the calculator?

Not in inline mode. The calculator renders in a style-isolated container, so theme fonts, margins and button styles don't reach it, and its styles don't affect your page.

Does it work with page builders?

Yes. Use the builder's HTML or Code element and paste the same snippet. Check the live page, because some builders don't run scripts inside their editor canvas.

Which caching settings should I change?

Exclude the embed script from delay JavaScript execution, defer, combine and minify. Leave page caching on; the calculator loads your settings at run time, so a cached page still shows your latest design.

Can I put the calculator in a sidebar widget?

Yes. Add a Custom HTML widget to the sidebar and paste the snippet. In narrow spaces the Compact theme or the popup button mode usually reads better.

Can I add a floating calculator button to every page?

Yes. Copy the Floating bubble snippet and place it in a site-wide area such as the footer, or with a header-and-footer code tool. Load it once, not on every block.

Why does the calculator not show in the block editor?

The editor preview often doesn't run third-party scripts. Publish or preview the page in a new tab and check it there.

How do I send WordPress calculator leads to HighLevel?

On Producer or Brokerage, add a webhook in PrequalFunnel that points at a HighLevel Inbound Webhook workflow. See the HighLevel integration.

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