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The short version

You can cancel PrequalFunnel at any time from Billing in the app. Free trials can be cancelled before they end at no cost. Yearly and lifetime purchases can be refunded in full within 14 days if the account has not been used extensively. We do not refund partial months. Payments and refunds are processed by Stripe.

Cancelling a paid plan

Cancel from Billing in the app at app.prequalfunnel.com. You do not need to call or email anyone, and there is no cancellation fee.

  • Your paid plan stays active until the end of the billing period you have already paid for.
  • You are not charged again after you cancel.
  • When the period ends, your workspace moves to the free Originator plan's limits. Calculators, widgets, seats or custom domains beyond those limits stop working, and features such as lead webhooks and white-label switch off.
  • Your contacts stay in your account, and you can export them at any time.

If you want to close your account completely, contact [email protected] after exporting anything you need.

Free trials

Producer and Brokerage include a free trial on monthly and yearly billing. The trial length is shown at sign-up and on the pricing page.

  • Cancel before the trial ends and you are not charged.
  • If you do not cancel, the plan you chose starts automatically when the trial ends and your payment method is charged.
  • We email you a reminder before your trial finishes.

Lifetime purchases do not include a trial; the 14-day refund window below applies instead.

Monthly plans

Monthly plans are billed in advance for each month and are not refunded for partial months or unused time. Once you cancel, you will not be charged again, and you keep access until the month you paid for ends.

Yearly plans

If you ask within 14 days of a yearly charge, including the first yearly charge after a trial, we refund it in full, provided the account has not been used extensively during that time. Extensive use means, for example, embedding calculators across many live pages or websites, collecting a large volume of leads, or connecting several custom domains. If we are unsure, we will talk it through with you.

After 14 days, yearly plans are not refunded for unused months. You can still cancel so the plan does not renew.

Lifetime plans

Lifetime purchases can be refunded within 14 days of purchase on the same basis as yearly plans: in full, provided the account has not been used extensively. After 14 days, lifetime purchases are non-refundable.

Charges made in error

If we charge you by mistake, for example a duplicate charge or a charge after a cancellation that was correctly made, we will refund the incorrect amount in full, whenever you notice it.

Downgrades and plan changes

Moving to a lower plan is not treated as a refund request. If you move from Brokerage to Producer, or to Originator, the change applies as described in Billing, and we do not refund the difference for time already paid, unless the change falls inside a 14-day refund window described above.

How to ask for a refund

Email [email protected] from the email address on your account and include:

  1. the invoice or receipt number;
  2. the plan and billing period; and
  3. a short note on why you are asking, which helps us improve.

We reply within one business day. Approved refunds go back to the original payment method through Stripe and usually appear within 5 to 10 business days, depending on your bank or card issuer.

Chargebacks

If something has gone wrong with a charge, please contact us first. We can usually fix it faster than a card dispute can.

Nothing in this policy limits any rights you have under the consumer protection laws that apply to you. This policy forms part of our terms of service.

FAQ · 3 questions

Questions loan officers ask

Will I be charged when my free trial ends?

Only if you do not cancel before it ends. We send you a reminder before the trial finishes.

Can I get a refund on a monthly plan?

Monthly plans are not refunded for partial months. You can cancel at any time so you are not charged again.

How long does a refund take?

Refunds go back to the original payment method through Stripe and usually appear within 5 to 10 business days, depending on your bank.