A pre-approval funnel for buyers who are ready this month

Pre-qualification is an early estimate based on what the borrower tells you. Pre-approval usually involves a credit check and documentation review, so it carries more weight with sellers. Lenders define the terms differently; the funnel uses the wording your company uses.

Yes, as a co-branded landing page. Under RESPA Section 8, nothing of value can be exchanged for referrals, and co-marketing costs must be shared at fair market value. We build the page; your compliance team approves the arrangement.

Ready buyers want speed. Four questions tailor the documents checklist, then the application opens pre-filled. Long forms on the first screen lose people who are on their phone between showings.

Not on the landing page. Sensitive data is collected only in the secure application step or by the LO's loan origination system, never in an open quiz or a text message.

If the buyer names an agent and agrees, the CRM can send the agent milestone notes (application started, pre-approval issued) without sharing private financial details.

Typically recent pay stubs, W-2s or tax returns, bank statements and ID — tailored by income type. Self-employed buyers see the bank statement funnel's list instead. Your LO edits the list to match your company's requirements.

Yes. We create a QR code poster that opens the funnel with the open-house address attached, so the LO knows which listing the buyer saw.

A contact form asks "how can we help?" and waits. This funnel qualifies, tailors a checklist, opens the application and texts the buyer within seconds — the same visitor, a much faster path to a letter.