Features · funnels
Mortgage lead funnels, one per loan program.
Send each ad or post to a short funnel built for that audience: a matching headline, three easy questions, contact with consent, and a useful result. Every answer lands in your CRM.
Funnel library
Which funnels can you run?
Five starting points. Questions are illustrative; your compliance team approves the final wording.
First-time buyer
- Have you bought a home before?
- Roughly what price range?
- How soon are you hoping to buy?
Affordability estimate + call booking
Refinance check
- What would you like to change: payment, term or cash out?
- Roughly what's your balance?
- When did you buy or last refinance?
Break-even explainer + review call
VA buyer
- Which best describes your service?
- Do you have your Certificate of Eligibility?
- Where are you hoping to buy?
VA basics guide + call with your LO
Investor (DSCR)
- How many properties do you own now?
- Purchase or refinance?
- Expected monthly rent?
DSCR overview + scenario call
Self-employed
- How long have you been self-employed?
- How do you document income?
- Purchase or refinance?
Documentation checklist + call
How it works
From ad click to booked call
Each step removes one reason to leave. The spine shows the path a visitor takes.
Step 1
The ad or post
Approved ad copy (no trigger terms without disclosures) points to one funnel, not your home page.
Step 2
A one-promise landing screen
One headline that matches the ad, a reason to continue, the NMLS line and Equal Housing text.
Step 3
Three easy questions
Tap-to-answer questions that sort the visitor before asking for contact details.
Step 4
Contact + consent
Name, email, mobile and clear consent language — then a useful result, not a hard sell.
Step 5
Booked, or nurtured
Ready people book your calendar; the rest get a short, helpful follow-up sequence in your CRM.
FAQ
Lead funnel questions
What is a mortgage lead funnel?
A focused page or short sequence of screens for one audience — for example first-time buyers or VA borrowers — that asks a few easy questions, collects contact details with consent, and offers a clear next step. It converts ad and social traffic better than sending people to a general home page.
How is a funnel different from my website?
Your website serves everyone who looks you up. A funnel serves one audience from one ad or post, with one next step. Both live on your domain and feed the same CRM.
Which funnels should a new loan officer start with?
The one that matches where your referrals come from. For most new LOs that's first-time buyers; for LOs near military bases, VA; for investor-focused LOs, DSCR.
How many funnels are included?
Moving Day includes 3; Own Shop includes all; on First Desk the funnel pack is $69/mo.
Do funnels need compliance approval?
Yes — they are advertising. We send funnel copy and the matching ad copy in the compliance packet.
Can funnel headlines mention payments or rates?
Not without the full Regulation Z disclosures. Our funnels lead with the borrower's situation ("Buying your first home?") rather than numbers.
How is consent handled?
Every funnel collects explicit consent for calls and texts with plain-language wording and a privacy link, before any follow-up runs.
How many leads will a funnel produce?
We don't promise lead numbers: they depend on your ad budget, audience and market. We track views, starts and completions so you can see what works.
Do you run the ads?
We build the funnels and the tracking. Ad management can be added through a partner or your own account; we'll tell you honestly what it costs.
Launch day in 5 business days
One audience, one funnel, one booked call.
Pick the programs you want to promote; we'll build the funnels and the follow-up.
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