Building a Bilingual Pre-Qual Funnel for Spanish-Speaking Borrowers
How LOs serve Spanish-speaking borrowers: bilingual calculators, pages to translate first, terminology, household income, compliance and lead routing.
The Pre-Qual Memo is PrequalFunnel's monthly email. Each issue has one funnel teardown, one compliance note with its source, and a short list of product changes. No rate pitches, no lead lists for sale, and one click to unsubscribe.
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FAQ · 6 questions
Questions loan officers ask
How often will I get emails?
Once a month. We don't send daily tips or sales sequences to the newsletter list.
What's in an issue?
A teardown of one pre-qual step, such as a lead form placement or a first-call script; one compliance note with its source and date; and what changed in PrequalFunnel that month.
Will you share my email address?
No. Your address is used only to send the memo. It is never sold or shared, and you can unsubscribe from any issue.
Do I need a PrequalFunnel account?
No. Anyone can subscribe. Customers get product announcements separately in the app.
What if I signed up with the wrong address?
Just subscribe again with the right one, and use the unsubscribe link in the first memo that reaches the old address. If you'd rather we remove it for you, send a note through the contact page.
Can I read past issues?
The best material from each issue becomes a full guide on the blog, so the archive lives there.