Lead capture
Inputs, results and consent with every lead
Features
Pre-qualification funnel software for loan officers, feature by feature
Every feature exists to turn a website visitor into a borrower who already knows roughly what they can afford.
Free plan, no card. Paid plans include a 14-day trial.
PrequalFunnel puts payment, affordability and DTI calculators on your website, captures the borrower inside the calculator, and delivers the lead with every input and result attached. Leads land in a built-in CRM, an email alert and, on paid plans, your HighLevel or webhook workflow. Themes, widgets, white-label and Spanish come with it.
Key takeaways
- 0 US mortgage and loan calculators, each with a lead form built in.
- Leads arrive with the borrower's inputs, results, page and traffic source.
- Originator is free forever; webhooks, white-label and custom domains start on Producer.
- Every calculator speaks six languages today: English, Spanish, Simplified Chinese, Korean, Vietnamese and Arabic.
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
Embed options
Inline, popup, floating or your own button
Six languages
Calculators in Spanish, Chinese, Korean, Vietnamese, Arabic and English
Lead attribution
UTM tags, click IDs and landing page per lead
HighLevel
Inbound webhook into your workflows
Webhooks
JSON to any URL, per calculator if you like
Zapier & Make
Route leads into thousands of apps
01
What does PrequalFunnel actually do for a loan officer?
It turns the calculators on your site into the first step of a pre-qual conversation. A borrower runs a payment, affordability or DTI calculator, sees their own numbers, and asks you to follow up through a form inside the calculator.
What you receive is not a bare name and phone number. Each lead carries every field the borrower filled in and every result they saw: purchase price, down payment, income, debts, estimated PITI, back-end ratio, whatever that calculator asks. It also carries the page they were on and how they found you, from UTM tags to ad click IDs.
That changes the first call. Instead of "what are you looking for?", you open with "I saw you were looking at a $410,000 purchase with 5% down; let's check what that payment looks like with taxes and insurance for your county." That is a speed-to-lead conversation with context, which is the whole point of the pre-qual funnel.
Which features make up the funnel?
Six pieces work together; each has its own page with the details.
Lead capture inside the calculator
A Get a Quote or Contact form saves name, email or phone, consent and the full calculation. See mortgage calculator lead capture.
A CRM that keeps the numbers
Contacts, notes, statuses and every calculation a borrower has run, de-duplicated by email then phone. See the built-in CRM.
Embeds that survive your website
One line of code, seven display modes, and style isolation so your theme can't break the calculator. See embed options.
Your brand, not ours
12 themes, 20 palettes, custom copy, and on paid plans white-label with your own domain.
Delivery to your workflow
On Producer and Brokerage, every lead can be POSTed to HighLevel, Zapier, Make or any URL. See integrations.
Source on every lead
First and last touch, UTMs, click IDs and referrer travel with the lead. See lead attribution.
Which features come with which plan?
The core funnel is on every plan; delivery and branding controls are on the paid ones.
| Feature | Originator | Producer | Brokerage |
|---|---|---|---|
| Calculators you can activate | 5 | 50 | Unlimited |
| Lead form, CRM and email alerts | Yes | Yes | Yes |
| Contacts stored | 100 | 10,000 | Unlimited |
| Multi-calculator widgets | 1 | 10 | Unlimited |
| Themes | Ledger, Minimal, Compact | Adds Glass, Soft UI, Aurora, Editorial, Image Hero, Spotlight | All 12, including Depth 3D, Particles, Dashboard |
| Lead webhooks (HighLevel, Zapier, Make) | No | Yes | Yes |
| White-label and custom domains | No | Yes, 5 domains | Yes, Unlimited domains |
| Team seats | 1 | 5 | Unlimited |
| Calculators in six languages | Yes | Yes | Yes |
How is a pre-qual funnel different from a free calculator plugin?
A plugin shows a payment. A funnel shows a payment and then hands you the borrower who calculated it.
Typical free calculator
- Borrower sees a number and leaves
- No form, or a separate contact page they never reach
- Inherits your site's CSS and often breaks on mobile
- No record of what the borrower calculated
- No idea which ad or post sent them
PrequalFunnel
- Form sits inside the result, where intent is highest
- Lead saved with every input and result
- Style-isolated embed in your brand and theme
- Calculation history kept per contact
- UTMs, click IDs and referrer attached to the lead
What PrequalFunnel is not
PrequalFunnel is not a lender and does not pull credit, issue pre-approvals or Loan Estimates, price loans, or replace your LOS or point-of-sale application. Calculators produce estimates, and a pre-qualification is an informal estimate based on what the borrower tells you, not a commitment to lend. You stay responsible for your NMLS ID, Equal Housing Opportunity statement, state licensing details and consent language on your own site.
Where should you start, depending on how you work?
Most LOs start with lead capture and add the rest as the funnel proves itself.
Independent LO with a simple site
Start free on Originator with three or four calculators and the built-in CRM. Read the guide for independent loan officers.
HighLevel user
Embed in your funnels and send each lead to an Inbound Webhook workflow. See the HighLevel integration.
Brokerage or branch
Use your own domain, your brand on every email, and per-calculator webhooks for different teams. See mortgage brokerages.
Bilingual LO
Every calculator switches between six languages, Spanish included, for the borrower. See multilingual calculators.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Is PrequalFunnel a calculator or a lead generation tool?
Both, in that order. The calculators give borrowers real numbers, and the lead form inside each calculator turns that moment into a contact for you. You do not buy leads from us; the leads come from your own website, funnels and ads, and they belong to you.
Can I use PrequalFunnel for free?
Yes. The Originator plan is free forever and includes 5 calculators, lead capture, the built-in CRM, email alerts and 1 widget. Webhooks, white-label and custom domains need Producer or Brokerage, which come with a 14-day free trial on monthly and yearly billing.
Do leads include the numbers the borrower entered?
Yes. Every lead stores every input the borrower entered and every result they saw, plus the page URL and traffic source. If the same borrower comes back and runs another calculator, the new calculation is added to their history instead of creating a duplicate contact.
Does it work with HighLevel?
Yes, in two ways. You can embed any calculator in a HighLevel funnel or website with a code element, and on Producer or Brokerage you can send each lead to a HighLevel workflow through the Inbound Webhook trigger, with inputs and results mapped to custom fields.
Will the calculators match my website design?
They are built to. You pick from 12 themes, each with light and dark mode, and 20 palettes or your own brand colors, fonts and corner radius. Inline embeds are style-isolated, so your site's CSS cannot distort them and theirs cannot leak into your page.
Does PrequalFunnel pre-approve borrowers or pull credit?
No. It is not a lender and does not pull credit, issue pre-approvals or loan estimates, or price loans. It gives borrowers estimates and gives you a qualified conversation starter. Pre-approval and everything after it stay in your normal process and LOS.
Can my borrowers use the calculators in Spanish?
Yes. Every calculator on this site works in Spanish today, along with English, Chinese, Korean, Vietnamese and Arabic; the visitor can switch languages, and definitions and field help exist in each. You can also set Spanish as the default language for a specific embed.
What happens if my webhook or CRM integration fails?
The lead is still saved in your PrequalFunnel CRM and you still get the email alert. A webhook failure never loses the lead, so you can follow up while you fix the connection on the HighLevel, Zapier or Make side.
How long does setup take?
Typically about 10 for a first calculator: sign up, pick calculators, set your colors, and paste one line of code into your site or funnel. The step-by-step version is on the how-it-works page.
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.