Name, logos and icon
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Feature · White-label
White-label mortgage calculators that carry your brand, not ours
Borrowers see your brokerage from the first keystroke to the lead alert in your inbox.
Free plan, no card. Paid plans include a 14-day trial.
White-label mortgage calculators show only your brand. On the Producer and Brokerage plans, PrequalFunnel removes its "Powered by" credit, serves calculators from your own domain, and brands the team sign-in portal plus every lead and account email with your logo, colors and contact details, optionally sent through your own SMTP server.
Key takeaways
- Available on Producer and Brokerage; Originator calculators carry a small "Powered by" credit.
- Brand covers calculators, the sign-in portal on your domain, and lead and account emails.
- Optional own SMTP, with an automatic fallback so alerts still go out if your server fails.
- Only the account owner can change white-label settings; staff see them read-only.
What changes when you turn white-label on?
The calculators work the same on every plan; white-label changes whose name the borrower and your team see around them.
Originator (standard branding)
- Your palette, logo and copy inside the calculator
- A small "Powered by" credit under each calculator
- Calculators served from app.prequalfunnel.com
- Your team signs in at app.prequalfunnel.com
- Lead alert emails carry PrequalFunnel branding
Producer and Brokerage (white-label)
- "Powered by" credit removed (you can turn it back on)
- Calculators served from your domain, e.g. calculators.yourbrokerage.com
- A branded sign-in portal on a domain such as app.yourbrokerage.com
- Lead and account emails with your logo, colors, footer and postal address
- Optional sending through your own SMTP server
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Why does branding matter in a pre-qualification funnel?
Because trust decides whether a borrower types a real income figure and a real phone number. A calculator that looks like it belongs to someone else makes a cautious borrower hesitate at exactly the moment you want them to finish the form.
White-label keeps the whole path consistent. The borrower runs numbers in your colors, on your domain, and submits to your brokerage. The lead lands in your CRM with every input and result attached, and the alert that reaches your inbox carries your brand too, which matters when an assistant or a processor forwards it.
It also matters for teams. A branch manager can give LOs a sign-in page on the brokerage's own domain, so the tool reads as part of the shop's stack rather than another vendor login. Read more about the concept in our white-label glossary entry.
What exactly can you brand?
Branding settings live in one place and apply everywhere your account shows up.
Colors and font
Pick a primary and an accent color and a font. If a color would make button text hard to read, it is nudged until it meets readable contrast, and the form tells you it was adjusted. Dark-mode variants are derived for you.
Contact details and footer
Support email and phone, website, postal address and a custom email footer. Add your NMLS ID and Equal Housing statement here so they appear on every branded email.
Sign-in portal
Your team signs in on your own domain. Public sign-up is switched off there, and billing pages stay on app.prequalfunnel.com, between you and us.
Lead and account emails
New-lead alerts, password resets, invitations and similar account emails use your brand with no PrequalFunnel name in the header or footer.
Which plans include white-label?
White-label is a Producer and Brokerage feature. Originator keeps full calculator customization but shows the credit.
| Capability | Originator | Producer | Brokerage |
|---|---|---|---|
| Your palette, logo and custom copy inside calculators | Yes | Yes | Yes |
| Remove the "Powered by" credit | No | Yes | Yes |
| Branded sign-in portal on your domain | No | Yes | Yes |
| Branded lead and account emails | No | Yes | Yes |
| Send through your own SMTP server | No | Yes | Yes |
| Custom domains | None | 5 | Unlimited |
Sending alerts through your own mail server
Own SMTP is optional, and alerts keep flowing if your server has a bad day. You enter host, port (25, 465, 587 or 2525), username, password, From and Reply-To; an encrypted connection is required, and a test email must succeed before your server is used. If your server later fails, the email goes out through PrequalFunnel's mail servers under your brand name, and the owner gets an alert at most once a day. Several failures in a row pause your server until a new test passes. Deliverability records (SPF, DKIM) for your From domain are yours to set up.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Can borrowers tell that the calculators come from PrequalFunnel?
Not on a white-labelled account. The "Powered by" credit is removed, calculators can load from your own domain, and lead emails carry your brand. A determined visitor inspecting network requests could see the underlying service if you have not set up a custom domain, which is why most white-label users also add one.
Is white-label available on the free Originator plan?
No. White-label is part of Producer and Brokerage. On Originator you can still use your palette, logo and custom copy inside each calculator, but a small "Powered by" credit stays visible and calculators load from app.prequalfunnel.com. You can try Producer free for 14 days on monthly or yearly billing.
Can I turn the "Powered by" credit back on?
Yes. Removing the credit is a switch, not a one-way change. Some brokers keep it on during testing or on a partner site. The setting applies to your calculators wherever they are embedded.
Will my lead alert emails show my logo?
Yes. New-lead alerts and account emails such as password resets and team invitations use your logo, colors, footer and postal address, with no PrequalFunnel name. Billing and plan emails are the exception, because those are between you and us.
Do I need my own SMTP server?
No. Without it, branded emails are sent through PrequalFunnel's mail servers with your brand name as the sender name and your support email as the Reply-To. Your own SMTP is useful when you want the From address on your own domain.
What happens if my SMTP server goes down?
The email is sent anyway through PrequalFunnel's mail servers under your brand name, the error is recorded, and the account owner gets an alert at most once a day. After several failures in a row your server is treated as unverified until a test email succeeds again.
Who on my team can change the branding?
Only the account owner. Other team members can open the white-label settings and see them, but saving is refused for anyone else. That keeps a well-meaning LO from swapping the brokerage logo or mail server.
Why was my brand color changed after I saved it?
Because white button text has to stay readable. If your primary color is too light for that, it is adjusted slightly until it meets readable contrast, and the form shows that it was adjusted. Dark-mode variants are derived the same way.
Does white-label cover the compliance text on my calculators?
It gives you the place to put it, not the wording. Add your NMLS ID, Equal Housing statement and state licensing details to your footer and calculator copy, and check consent language with your compliance team or counsel.
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.