Which pages convert
Each lead carries the page URL, so you see whether bio pages, program pages or funnel steps produce conversations.
For branch and team leaders
Branded mortgage calculators for branch managers and producing team leads
Twelve LOs, twelve free widgets, twelve consent checkboxes: that is the branch you're trying to stop running.
Free plan, no card. Paid plans include a 14-day trial.
PrequalFunnel gives a branch or team one approved set of branded calculators that every loan officer uses on their own pages. You review the theme, disclosures and consent text once, LOs get a working pre-qual funnel on day one, and leads route to each LO while the branch keeps a full record. That is consistency, compliance and a recruiting story.
Key takeaways
- One approved setup, copied to every LO, keeps branding and disclosures consistent.
- Plan for your company's compliance review before rollout, not after.
- Ready-made pre-qual tools are a concrete answer to "what support do I get?"
- Leads route per LO and the branch keeps the complete record.
What changes when every LO uses the same tools?
The difference shows up in compliance reviews, borrower trust and your own reporting.
Every LO picks their own widget
- Different calculators, different math, different disclaimers
- Consent wording nobody reviewed
- Leads in personal inboxes the branch never sees
- Departing LOs take the lead history with them
One branch setup in PrequalFunnel
- Same calculators, theme and disclaimer on every LO page
- One consent text, approved once
- Every lead in the branch CRM, routed to the right LO
- History stays with the branch when people move
How do you take PrequalFunnel through a company compliance review?
Most companies review anything that carries an LO's name, NMLS ID or rate language. Give the reviewer a complete package.
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Build one reference calculator set
Pick the calculators the branch will use, apply the theme, and write the labels and button copy you want reviewed.
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Add disclosures
Include NMLS ID, Equal Housing Opportunity and state licensing information on the host pages and in branded emails.
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Submit consent text for approval
The lead form's consent wording is yours to write. Have compliance or counsel approve it with TCPA consent in mind.
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Show the data path
Share where leads are stored, who can see them and where webhooks send them. The security overview is a useful attachment.
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Lock it, then copy it
Once approved, duplicate the set for each LO rather than letting each LO edit the wording.
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Why do branch tools matter for recruiting and retention?
Because producing LOs ask what they get, and "a logo and a website template" is a weak answer. A ready pre-qualification funnel, with calculators already branded, a lead form that captures the borrower's numbers and leads already flowing into a follow-up workflow, is a concrete piece of support an LO can use the week they join.
It also helps new and developing LOs most. An experienced producer has referral partners and a past-client database. A newer LO has a website and not much else. Giving them a working funnel on day one shortens the gap between licensing and first conversations, without asking them to become marketers.
On retention, the point is quieter. Tools that save an LO time every week are part of the reason they stay. Be careful with the message: avoid promising lead volume or income, and never describe the tools as "exclusive leads". Describe what they do: show borrowers their numbers, capture interested borrowers with context, and get the lead to the LO quickly.
Which plan fits a branch or team?
Size the plan to the number of people who sign in and the number of calculators you will copy.
| Situation | Plan | Why it fits |
|---|---|---|
| Producing team of up to 5 people | Producer | 50 calculators, webhooks, white-label, 5 domains |
| Branch with many LOs and assistants | Brokerage | Unlimited seats, Unlimited calculators and Unlimited domains |
| Branch with self-employed and non-QM focus | Brokerage | Adds the Qualifying Income calculators |
| Pilot with one LO before rollout | Originator | Free, 5 calculators, enough to run the compliance review |
What can a branch leader see that they couldn't before?
A shared record of borrower intent across every LO's pages.
Which campaigns work
UTM tags, ad click IDs and referrer on each lead show which campaigns produced pre-qual conversations. See lead attribution.
What borrowers are asking
Inputs and results show the price ranges, down payments and DTI levels your market brings, which helps coaching and program focus.
Whether follow-up happened
Statuses and notes in the built-in CRM, or the pipeline in HighLevel, show whether leads were worked.
Agent co-marketing needs its own review
If branch LOs want calculators on real-estate agents' sites or shared landing pages, treat that as co-marketing. It must be at fair market value and must not function as payment for referrals under RESPA Section 8. Talk to compliance before launching.
Keep reading
FAQ · 9 questions
Questions loan officers ask
Can I stop LOs from changing the approved consent text?
The practical approach is to manage calculator settings centrally and give LOs seats for working leads rather than editing copy. Agree in writing who is allowed to change calculator wording, and re-review whenever it changes.
Will the calculators look the same on every LO's page?
Yes, if you copy the approved setup. The theme, palette, fonts and copy travel with the calculator, and inline embeds are style-isolated so each LO's site CSS cannot change their appearance.
Can leads go to each LO and to the branch?
Yes. Every lead is saved in the shared CRM first, then sent by the calculator's webhook to the LO's workflow. The branch has the full record and the LO gets the lead quickly.
Does PrequalFunnel provide compliance approval?
No. PrequalFunnel provides calculators with estimate disclaimers and lets you write consent text, but your company's compliance team or counsel approves your marketing. We do not give legal advice.
Is this a fair recruiting pitch?
Yes, if you describe it accurately: ready, branded pre-qual tools and a lead flow on day one. Avoid promising lead volume or income, and do not describe calculator leads as exclusive.
Can a team use one domain for every LO's calculators?
Yes. On paid plans calculators can be served from a custom domain such as calculators.yourteam.com, with the "Powered by" credit removed and branded sign-in and emails.
What happens to leads when an LO leaves?
They stay in the branch's CRM. Remove the departing LO's seat and re-point their calculators' webhooks to whoever takes over their pipeline.
Do calculators work for Spanish-speaking borrowers across the branch?
Yes. Every calculator lets the borrower switch to Spanish (or Chinese, Korean, Vietnamese or Arabic), and the lead form switches with it. Route Spanish-language leads to bilingual LOs if you have them.
Which plan suits a branch of fifteen LOs?
Brokerage, because it includes Unlimited seats and Unlimited calculators. Producer caps seats at 5.
PrequalFunnel
Your next borrower is already on your site.
Give them the numbers they came for, and get the lead with those numbers attached.
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