Investor DSCR funnel

An investor funnel that speaks DSCR fluently

Investors want numbers, fast. This funnel asks about the property and the rent, runs a debt-service coverage check on the page, and books a scenario call with an LO who does investor loans.

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Included in every plan · or add to any plan for $59/mo

What it is

What is a investor dscr funnel?

A DSCR investor funnel is a landing page and calculator-quiz that collects property type, purchase price, expected rent and expenses, computes the debt service coverage ratio (rent ÷ PITIA), and books a scenario call with a loan officer who offers investor loans.

Who it's for

Real estate investors buying or refinancing 1–4 unit rentals or short-term rentals, often self-employed, who want to qualify on property cash flow rather than personal income.

What makes them search

  • Under contract on a rental
  • Portfolio refinance
  • BRRRR refinance step
  • Short-term rental purchase
A new suburban home with a driveway and lawn
Infographic with Tenzo the fennec fox: The investor DSCR funnel — Property type, Rent estimate, DSCR check, Scenario call

The funnel map

How the Investor DSCR funnel moves a borrower

  1. 01

    Ad or link

    Ad angle 1 of 2

    Qualify on the property's rent, not your tax returns — check your DSCR

  2. 02

    Landing page

    One screen, one promise

    A DSCR investor funnel is a landing page and calculator-quiz that collects property type, purchase price, expected rent and expenses, computes the debt service coverage ratio (rent ÷ PITIA), and books a scenario call with a loan officer who offers investor loans..

  3. 03

    4-question quiz

    Tap-only answers

    What kind of property? · Buying or refinancing? · Expected monthly rent? · How many rentals do you own now?

  4. 04

    Result page

    Next step, no promises

    The result page includes the DSCR calculator pre-filled from the answers, explains what ratio ranges usually mean, and books a scenario call. It notes that program guidelines vary by lender.

  5. 05

    Handoff & follow-up

    4 touches written for you

    Property and rent details land in the CRM as a scenario note; the LO comes to the call with options.

The questions, word for word

Four taps. No paperwork yet.

This is the quiz we write for you (your edits welcome). Every answer is a button, so it works one-handed on a phone.

Question 1

What kind of property?

  • Single-family rental
  • 2–4 units
  • Short-term rental
  • Condo / townhome

Question 2

Buying or refinancing?

  • Purchase
  • Rate-and-term refi
  • Cash-out refi

Question 3

Expected monthly rent?

  • Under $2,000
  • $2,000–$3,500
  • Over $3,500

Question 4

How many rentals do you own now?

  • None yet
  • 1–3
  • 4–10
  • 10+

Result page

What the borrower sees next

The result page includes the DSCR calculator pre-filled from the answers, explains what ratio ranges usually mean, and books a scenario call. It notes that program guidelines vary by lender.

Follow-up, written for you

What happens after they tap "done"

The follow-up below runs from the CRM included with your site. Texts only go to borrowers who ticked the SMS consent box. Messages are sample copy — we tailor them to your voice.

How the CRM and follow-up work

Why the first minute matters

  1. 0–30 seconds
    SMS

    {first}, {LO} here — got your {property} details. Want to walk through a couple of DSCR scenarios? {calendar} Reply STOP to opt out.

  2. 5 minutes

    "Your DSCR check, explained" — the formula, what lenders look at, documents for investor loans.

  3. Day 1
    Call

    LO call with the scenario note.

  4. Day 14

    "Portfolio check-in" — for investors who are not under contract yet.

Ads & compliance

Ad angles that work — and stay compliant

Sample ad angle

"Qualify on the property's rent, not your tax returns — check your DSCR"

Explain DSCR plainly; no rates.

Sample ad angle

"Running numbers on a rental? Get a DSCR check in 60 seconds"

Tool-led angle for investor communities.

Compliance built in

  • DSCR loans are often made for business purposes; whether consumer disclosure rules apply depends on the loan — the LO's compliance team decides the wording.
  • No guaranteed approval or "no doc" claims.
  • Calculator outputs labelled as estimates.
  • Equal Housing Opportunity and NMLS ID still shown.

We explain public rules; we don't give legal advice. Your compliance team approves every funnel before launch. Mortgage ad compliance, explained.

What we watch

Numbers that tell us it's working

  1. 1Calculator completions
  2. 2Share of repeat investors
  3. 3Scenario calls booked
  4. 4Deals per investor over time

On Funnel Stack and Full Library we test one or two changes a month (a headline, a question order) and report what moved.

Included with this funnel

  • Landing page, 4-question quiz and result page, written and built
  • Application handoff, pre-filled from the quiz
  • 4-touch follow-up in the CRM (SMS with consent, email, tasks)
  • 2 ad angles written to avoid unbalanced trigger terms
  • Schema, FAQs and your NMLS / Equal Housing block on every page

Not included

  • Ad spend (paid to Meta or Google from your account)
  • Legal or compliance approval (your compliance team)
  • Loan decisions — those stay with you
Single Funnel — $249/moAll plans

Runs well alongside

Self-employed bank statement funnel

Business owners and 1099 earners

Refinance & cash-out funnel

Homeowners with a rate, payment or cash goal

AI Engine

Answers this funnel's calls, chats and texts in seconds

FAQ

Investor DSCR funnel questions

Specific to the investor dscr funnel. General questions live on the FAQ page.

Can't find it? Search every answer or ask the funnel desk.

What is DSCR?

DSCR is the debt service coverage ratio: the property's monthly rent divided by its monthly housing payment (principal, interest, taxes, insurance and association dues). A DSCR of 1.25 means the rent covers the payment 1.25 times. Many investor programs set minimum ratios, which vary by lender.

Why build a separate funnel for investors?

Investors ask different questions and distrust consumer-style copy. They want a calculator, clear assumptions and an LO who speaks their language. A first-time buyer funnel would lose them in the first screen.

Are DSCR loans subject to the same advertising rules?

It depends. Loans primarily for business purposes are generally outside many Regulation Z consumer requirements, but state rules and company policy still apply. We write conservatively and your compliance team decides the final wording.

Does the funnel handle short-term rentals?

Yes. Short-term rental is a quiz option and the result page notes that lenders treat projected short-term income differently, often requiring data from rental history or market reports.

Can investors upload a rent roll?

Yes, as an optional step after booking. The upload goes to the CRM contact so the LO sees it before the call; nothing is required to book.

What does the DSCR calculator include?

Rent, principal and interest (from an illustrative rate the visitor sets), taxes, insurance and association dues. It shows the ratio and a plain-English reading. Try it on our DSCR calculator page.

Where do investor leads come from besides ads?

Investor meetups (QR codes), real estate agent partners who work with investors, podcasts, and investor forums where sharing a useful calculator is welcomed. The funnel is the landing spot for all of them.

Can I pair this with the self-employed funnel?

Yes. Many investors are self-employed. Cross-links send personal-residence buyers to the bank statement funnel and rental buyers here.

Next stage: booked

Launch the investor dscr funnel in about two weeks

Book a call and we'll review your programs, traffic sources and compliance requirements, then send a written plan for this funnel.

Free 25-minute call · month-to-month plans · no ad spend required to start

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