Program rules, not rate sheets
FHA, VA, USDA and conventional calculators use US federal figures such as the 2026 baseline conforming loan limit of $832,750.
For mortgage brokerages
Mortgage calculators for brokerages with more than one loan officer
Settle "whose lead was it" before the lead arrives, not after.
Free plan, no card. Paid plans include a 14-day trial.
PrequalFunnel lets a brokerage run one pre-qualification funnel for many loan officers. Each LO gets their own calculators, each calculator can send leads to that LO's workflow by webhook, and every lead is also kept in the shared CRM with the borrower's numbers. The calculators are lender-agnostic, built on US program rules rather than one lender's pricing.
Key takeaways
- Per-calculator webhooks route each lead to the right LO's workflow.
- Every lead is saved in the shared CRM first, so routing errors never lose it.
- Brokerage includes Unlimited seats and Qualifying Income tools.
- Lender-agnostic: no single lender's rates or overlays baked in.
The brokerage problem in one sentence
A shared website contact form produces shared, contested, slowly worked leads. Routing each LO's calculators to that LO's follow-up, with a company-wide copy of every lead, fixes ownership, speed and visibility at the same time.
How can a brokerage route calculator leads to individual LOs?
Routing happens per calculator. Pick the model that matches how you already assign borrowers.
| Routing model | How it is set up | Best for |
|---|---|---|
| By loan officer | Each LO has their own calculators on their bio page or personal site; each calculator's webhook points to that LO's HighLevel workflow or Zap | Brokerages where LOs market themselves |
| By program | FHA, VA and refinance calculators each post to a workflow staffed by the LOs who specialize in them | Shops with program specialists |
| By tag, then round-robin | One company webhook; the receiving workflow tags the lead by calculator or landing page and assigns it in rotation | Teams that share company-generated leads |
| By language | Spanish-page calculators post to the workflow worked by bilingual LOs | Brokerages serving Spanish-speaking borrowers |
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Why keep a company-wide copy of every lead?
Because routing is where leads get lost. A workflow is paused, an LO leaves, a webhook URL is changed in one place and not another. PrequalFunnel saves every lead in its built-in CRM before sending anything onward, so the brokerage always has the record, the borrower's inputs and results, and the traffic source, even when the downstream step fails.
That company-wide view is also how you manage. You can see which pages and campaigns produce pre-qual conversations, which calculators borrowers actually use, and whether a returning borrower ran a new scenario after the first call. Contacts are de-duplicated by email and then phone, so a borrower who uses two LOs' calculators does not become two unrelated leads.
If an LO moves on, their calculators can be re-pointed to another LO's workflow without touching the website embed. The page keeps working; only the destination changes.
What does lender-agnostic mean for a broker?
It means the calculators describe programs, not a particular wholesale lender's pricing or overlays.
Indicative rates the borrower can change
Default rates are indicative inputs, not quotes. The borrower can change them, and your pricing engine still sets the real offer.
No lender branding
Calculators carry your brokerage's brand. On paid plans you can remove the "Powered by" credit with white-label.
Room for non-QM conversations
Brokerage adds the bank statement loan calculator and self-employed income calculator for borrowers who don't fit a W-2 box.
How do you roll it out across a brokerage?
Do it in this order so the first lead already lands in the right place.
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Agree the routing model
By LO, by program, round-robin or by language. Write it down; it decides how many calculators you set up.
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Set the company brand once
Theme, palette, logo, disclosures and consent language, approved by whoever handles compliance.
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Create calculators per LO or program
Duplicate the approved setup and give each one its own webhook destination.
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Invite LOs and assistants
Each person signs in with their own seat; on white-label plans, through a sign-in portal on your domain.
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Test every route
Submit a test lead through each calculator and confirm it reaches the right LO and the shared CRM.
Which plan fits a brokerage?
Seat count and calculator count usually decide it.
| Brokerage size | Plan | Seats | Calculators | Contacts |
|---|---|---|---|---|
| Owner plus a few LOs | Producer | 5 | 50 | 10,000 |
| Growing shop or several branches | Brokerage | Unlimited | Unlimited | Unlimited |
| Trying it before rollout | Originator | 1 | 5 | 100 |
Keep reading
FAQ · 9 questions
Questions loan officers ask
Can each loan officer have their own calculators?
Yes. Create calculators per LO, brand them consistently, and embed each LO's set on their bio page or personal site. Each calculator can have its own webhook so leads go straight to that LO's workflow.
How do per-calculator webhooks work?
You set an account-wide webhook URL and can override it on any calculator. When a borrower submits, the lead is saved in the CRM, then POSTed as JSON to that calculator's URL. Webhooks need Producer or Brokerage.
Can we tag leads by LO or program?
Yes, in the receiving tool. The payload includes the calculator slug, landing page and UTM fields, so a HighLevel workflow can add tags such as the LO's name, the program or the campaign, then assign the contact.
What happens if an LO's workflow is broken?
The lead is not lost. It is saved in the shared CRM before the webhook fires, and the email alert still goes out. Fix the workflow and follow up from the CRM meanwhile.
Does PrequalFunnel favor any lender?
No. It is lender-agnostic. Calculators use US program rules and federal figures, and default rates are indicative inputs, not quotes. The borrower's real pricing still comes from your lenders.
How many people can sign in on the Brokerage plan?
Brokerage includes Unlimited seats, so every LO, assistant and marketing person can have their own sign-in. Producer includes 5.
Can calculators run on our brokerage domain?
Yes. On paid plans you can serve calculators from your own domain, such as calculators.yourbrokerage.com, and brand the sign-in portal and alert emails. See custom domains.
Can we avoid RESPA problems with agent co-marketing pages?
That is a compliance question, not a software one. Co-marketing with real-estate agents must be at fair market value and must not be a payment for referrals; see RESPA Section 8 and talk to compliance before launching shared pages.
What happens when an LO leaves the brokerage?
Remove their seat and re-point their calculators' webhooks to another LO. The leads stay in the brokerage's CRM, and any embed on a company page keeps working.
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.