Done-for-you mortgage lead funnels
Mortgage lead funnels that hear every borrower
We write, build and host a funnel for each borrower you serve — first-time buyer, VA, refinance, HELOC, investor, self-employed — and wire it to instant text and email follow-up, on a fast website built to be found in search and AI answers.
- Month-to-month
- CRM + SMS follow-up included
- Built to score 90+
- NMLS & Equal Housing block wired in
Sample Team MortgageYou're all set
Demo only — nothing was sent.
↑ Tap through it. This is the first-time buyer quiz.
Funnels for: First-time buyer & FHA, VA loan, Refinance & cash-out, HELOC, Investor DSCR, Self-employed bank statement, Reverse mortgage (HECM-aware), Pre-approval.
The problem
Leads don't go cold. They wait until they do.
Most mortgage leads are lost in the gap between the click and the first reply. A borrower fills in a form, nobody answers for hours, and by evening they have talked to someone else. A funnel closes that gap: the quiz qualifies, and the follow-up starts in seconds.
7×
more likely to have a qualifying conversation when firms responded within an hour vs. an hour later.
60×
more likely than firms that waited 24 hours or longer.
Source: Oldroyd, McElheran & Elkington, "The Short Life of Online Sales Leads", Harvard Business Review, March 2011 (cross-industry B2B data, not mortgage-specific).
Why speed-to-lead decides who gets the loan
The library
Eight funnels. One per borrower.
Compare all funnels
01 / 8First-time buyer & FHA
Renters weighing their first home
Question 1
When are you hoping to buy?
02 / 8VA loan
Veterans, service members, eligible spouses
Question 1
What best describes your service?
03 / 8Refinance & cash-out
Homeowners with a rate, payment or cash goal
Question 1
What do you want from a refinance?
04 / 8HELOC
Homeowners tapping equity without touching their rate
Question 1
Roughly what is your home worth?
05 / 8Investor DSCR
Real estate investors qualifying on rental income
Question 1
What kind of property?
06 / 8Self-employed bank statement
Business owners and 1099 earners
Question 1
How are you self-employed?
07 / 8Reverse mortgage (HECM-aware)
Homeowners 62+ and their families
Question 1
Who is researching?
08 / 8Pre-approval
Buyers ready to shop with an agent
Question 1
What price range are you shopping?
How a funnel works
A lead's path, from ad to booked call
Every funnel we build follows the same five stages, written differently for each borrower. Here is the path a first-time buyer takes.
- 01
Ad or link
Stage: Ad
A compliant ad, a QR code or a referral link names one borrower situation — not "contact us".
- 02
Landing page
Stage: Page
A fast page that answers "is this for me?" in one screen, with your NMLS ID and Equal Housing text.
- 03
Quiz
Stage: Quiz
Four tap-only questions. No SSN, no long form. Most of the qualifying happens here.
- 04
Instant follow-up
Stage: CRM
With consent, a text in seconds, an email in minutes, and a task for you if nobody books.
- 05
Booked call or application
Stage: Booked
The result page offers your calendar and a pre-filled application. You talk to a warm borrower.
The base under every funnel
Fast pages, found everywhere
Every plan includes a lead-generating website built as static pages — built to score 90+ on PageSpeed — with full schema, answer-first content and an llms.txt file, so search engines, answer boxes and AI assistants can all find and cite you.
AI Engine
The speed-to-lead layer behind every funnel
One AI assistant, trained on information you approve, answers your calls, website chat, texts and social messages — then books the call and hands off to you. It never quotes rates or approves anyone.
AI Receptionist
when you can't
Website chat
books calls, not tickets
Facebook & Instagram DMs
answered in one inbox
TikTok messages
answered while you film- SMS
starts with consent
Inside one funnel
Six layers, each one written for you
Turn the funnel. Each ring is a piece we write, build and maintain — and each one leaks if it's missing.
- Ad
- One borrower, one promise, no unbalanced trigger terms.
- Landing page
- One screen answers "is this for me?".
- Quiz
- Four tap-only questions that qualify without paperwork.
- Result
- A plain next step — never a promise of approval.
- Application
- 1003-style form, pre-filled from the quiz.
- Follow-up
- Text in seconds, email in minutes, a task for you.
Drag to turn the funnel · arrow keys work too
Live samples
Click through real working samples
Three fictional lenders we built to show the work: a full lender website and two funnels you can actually complete.
Full lender website · fictional lender
Harborline Home Loans
A coastal-calm lender site: home, an FHA program page, a payment calculator and a 1003-style apply flow.
VA loan funnel · fictional lender
Red Bluff Lending — VA funnel
A plain-spoken VA funnel: landing page, four-question quiz, result page and application handoff.
Refinance funnel · fictional lender
Brightwater Mortgage — refinance funnel
A refinance and cash-out funnel with a goal-first quiz, break-even result and a refinance calculator.
What it feels like
The notifications you want to get
We are a new brand, so we will not show you made-up testimonials as if they were real. These are sample reviews we wrote to show the kind of moments funnels create. Real client reviews will appear here, linked to their source, as they come in.
Why we label them: the FTC's rule on consumer reviews and testimonials prohibits fake reviews.
Sample reviews · illustrative, not real customers
- Text messagenowVA funnel Sample
Booked two VA calls from the weekend quiz before I even checked my phone Monday.
Sample — loan officer, Texas
- Email2mFull Library Sample
Round-robin routing finally stopped leads sitting in one person's inbox.
Sample — branch manager, Ohio
- Text message5mRefi funnel Sample
Rates dipped and the refinance page was already live. We just hit send to past clients.
Sample — broker owner, Arizona
- Chat9mAI website chat Sample
The chat books calls at 10 pm and tells borrowers it can't quote rates. Exactly what I wanted.
Sample — loan officer, Florida
- Email12mCompliance Sample
They flagged a trigger term in my own ad copy before it went to my compliance team.
Sample — loan officer, Georgia
- Text message20mDSCR funnel Sample
Investors actually use the DSCR check. The scenario notes save me ten minutes a call.
Sample — team lead, Colorado
Pricing
Plain prices, month-to-month
Pay monthly, or annually and save 15%. Setup fees cover writing and building, and they're stated up front.
Single Funnel
One scenario, done properly.
$249/mo
or $212/mo billed annually · $690 setup
1 funnel · 1 seat
Choose Single FunnelFunnel Stack
The four funnels most loan officers need.
$389/mo
or $331/mo billed annually · $890 setup
4 funnels · 1 seat
Choose Funnel StackFull Library
Every funnel, for teams and branches.
$579/mo
or $492/mo billed annually · $1,190 setup
8 funnels · 3 seats
Choose Full LibraryFAQ
Mortgage funnel questions, answered
Search or filter by topic. Every page on this site has its own questions — these are the ones loan officers ask first.
Can't find it? Search every answer or ask the funnel desk.
What is a mortgage lead funnel?
A mortgage lead funnel is a focused path for one type of borrower: an ad or link leads to a landing page, a short quiz qualifies the visitor, a result page explains the next step, and the borrower books a call or starts an application — while the CRM sends an instant text and email so the lead never waits.
What does "done-for-you" include?
We write every page, question, result and follow-up message; build the funnels on a fast base website; host and maintain them; wire them to the CRM included with your site; help with SMS registration; and make monthly edits. You approve copy and take the calls.
How fast can my first funnel go live?
A Single Funnel plan launches in about 10 business days after your kickoff call and copy approval. Larger plans take longer because there are more funnels to write and test; the timeline for each plan is on the pricing page.
Do I need to run ads?
No. Funnels work with any traffic: your website, email list, past clients, social bios, QR codes at open houses and agent referrals. Ads add volume, and we can run them for you as an add-on.
Are the funnels compliant with mortgage advertising rules?
We write to avoid Regulation Z trigger terms unless your compliance team approves full disclosures, show your NMLS ID and Equal Housing Opportunity text, and follow Meta's Special Ad Category rules for ads. We are not a law firm: your compliance team approves everything before launch.
What is the AI Engine?
It is the speed-to-lead layer behind your funnels: an AI receptionist for calls, AI website chat, and AI replies for SMS and Messenger, Instagram and TikTok messages (where account access allows). It answers general questions from information you approve, books calls and hands off to you. It never quotes rates or approves loans.
Is there a contract?
Plans are month-to-month with 30 days' notice to cancel. Paying annually saves 15%. Setup fees cover the writing and build work and are explained on the pricing page.
Do I need a website already?
No. Every plan includes a fast base website with loan program pages, calculators and a 1003-style application. If you keep an existing site, we can host the funnels on a subdomain and link them.
Will this work for a team or branch?
Yes. The Full Library plan includes three LO seats with round-robin routing and a profile page per loan officer; extra seats can be added.
Are you a lender?
No. Get Mortgage Funnels is a website and marketing provider. We do not lend, broker loans or give financial advice. Your borrowers deal with you and your licensed company.
No question matches that.
Try fewer words, pick "All", or send us the question — we answer within one business day.
Next stage: booked
Pick one borrower. We'll build their funnel.
A 25-minute call: we look at your programs and traffic, recommend which funnels to run first, and show you the live samples.
Free 25-minute call · month-to-month plans · no ad spend required to start
