Affordability calculator funnel
An interactive calculator that gives a genuine answer and captures the lead in exchange.
Done-for-you funnel for mortgage businesses
Mortgage GoHighLevel Funnel
Pre-qualification funnels, document chasing and realtor partner nurture for loan officers.
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- Delivery
- Share link by email within 24 hours
- Format
- Native GoHighLevel snapshot
- Pages
- Ten-page site plus campaign funnels
- Installs
- Unlimited sub-accounts you own or manage
- Qualified before the call
- Documents chased automatically
- Partner pipeline that stays warm
$280$350Save 20%
One-time payment. Unlimited installs. One year of free updates.
Only 6 seats left in this pricing cohort
- Emailed within 24 hours of purchase
- Install on unlimited sub-accounts you manage
- 14-day replacement guarantee on every snapshot
- Secure checkout by Stripe
Delivered in 24 hours
Share link by email
Unlimited installs
Every account you manage
Free updates
For a full year after purchase
Secure checkout
Handled by Stripe
What this replaces
Loan officers and brokerages who need pre-approvals and steady realtor referrals.
- 01
Rate shoppers waste the day
Half the enquiries want a number and nothing else, and there is no filter before they reach the loan officer.
- 02
Document collection drags
Files stall for a week because a borrower has not sent one payslip and nothing is chasing it.
- 03
Realtor relationships fade
Referral partners send business when you are front of mind, and nothing keeps you there.
End to end
How the Mortgage snapshot actually works
Here is what actually happens when a borrower finds you, once the Mortgage snapshot is imported and switched on.
- 01
Website
It starts with a website that is already built
First the front door. A complete site with calculator pages, programme guides and applications, built the way mortgage brokers sell rather than the way a template designer imagined it.
Swap the logo, colours and business details on one settings screen and every page updates.
- 02
Intake form
The form qualifies before you ever speak to them
Rather than "name and email", the intake captures the purchase price, the deposit and whether they are first-time buyers. That is the difference between a lead and a lead you can actually price.
- 03
Enrolled
The submit button starts the whole sequence
The submit button creates the contact, applies the tags and starts the workflow. No copying into a spreadsheet, no "I will add them later", no borrower sitting in an inbox for two days.
- 04
Auto reply
The instant reply lands while you are still busy
Within seconds the borrower gets an email and an SMS that confirms the enquiry, sends the document checklist and offers a call slot. They came to you, they heard back, and they never had to wonder whether the form worked.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
- 05
Chat widget
Questions get answered on the page, not in your inbox
The widget sits on every page and fields how much can I borrow, what rate can I get, what documents do you need. When the answer is good enough, it books the pre-qualification call without waiting for you.
- 06
AI receptionist
The AI receptionist answers what the phone misses
A ringing phone you cannot reach is a job going to a competitor. The AI receptionist takes a rate question at 10 PM the night before an offer, qualifies it and books it, at any hour.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
- 07
Pipeline
Every enquiry lands on one board you can see
From there it is a pipeline, not a to-do list. New enquiry then Fact find complete then Decision in principle then Application submitted then Completed, with the right message firing at each stage.
- 08
Review
The last stage stops selling and starts asking
Dragging the card to Completed stops the chase sequence and starts the delivery one. When the loan completes, the review request goes out on its own.
How that request is filtered is worth its own section, below.
Everything wired and working on import
Pre-qualification intake
Credit band, employment type, down payment and timeline captured before anyone books a call.
Condition chasing
Outstanding document reminders escalate across SMS and email until the item lands.
Realtor partner nurture
A dedicated pipeline with quarterly touches, rate updates and co-branded campaign assets.
Rate-drop reactivation
Past applicants get a triggered alert when a rate movement makes their file worth revisiting.
Milestone updates
Borrowers receive automatic updates at application, underwriting, approval and clear-to-close.
Problem and fix
Which part solves which problem
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Mortgage snapshot.
The problem
Rate shoppers waste the day
Half the enquiries want a number and nothing else, and there is no filter before they reach the loan officer.
What removes it
Automated follow-up sequences
Email and SMS keep going out on day one, three and seven without you remembering. The borrower hears from you more times than a competitor bothers with.
The problem
Document collection drags
Files stall for a week because a borrower has not sent one payslip and nothing is chasing it.
What removes it
Booking with layered reminders
The pre-qualification call is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
Realtor relationships fade
Referral partners send business when you are front of mind, and nothing keeps you there.
What removes it
AI chat widget on every page
How much can I borrow gets answered in the moment, instead of the borrower closing the tab and asking someone else.
The path a lead takes, without anyone driving it
- 1
Calculator or rate enquiry
- 2
Pre-qualification intake
- 3
Loan officer call booked
- 4
Document conditions chased
- 5
Milestone updates to close
What is true once it is running
Qualified before the call
A pre-qualification form captures credit band, down payment and timeline so the first conversation is with a real borrower.
Documents chased automatically
Outstanding conditions trigger a reminder cadence until the file is complete.
Partner pipeline that stays warm
Realtor partners sit in their own pipeline with scheduled value touches and co-marketing prompts.
What ships in the box
Conversion-focused funnel and website builds with the follow-up automation already attached.
- Delivery
- Share link by email within 24 hours
- Format
- Native GoHighLevel snapshot
- Pages
- Ten-page site plus campaign funnels
- Installs
- Unlimited sub-accounts you own or manage
- Updates
- Free for one year after purchase
- Requires
- A GoHighLevel agency account
Ten-page responsive website
Home, services, about, contact and the supporting pages the industry expects, all mobile first.
Campaign funnels
Offer, opt-in and booking funnels built for paid traffic rather than generic templates.
Follow-up automation
Every funnel is wired to a nurture sequence, so a lead is never left sitting in a list.
Booking calendars
Appointment calendars with the reminder cadence already configured.
Forms and surveys
Qualifying forms that route enquiries by type rather than dumping them all in one bucket.
Custom values
Business details, links and branding controlled from one screen.
Build it yourself, or import it today
| Building it yourself | Mortgage Funnel | |
|---|---|---|
| Design and build time | 2 to 4 weeks | Same day |
| Industry copywriting | Hired or written yourself | Included |
| Follow-up automation | Built separately | Attached to every funnel |
| Mobile testing | Your responsibility | Tested at three widths |
Payback
What one recovered application is worth
One question decides whether this is worth buying: how many borrowers does it need to bring back. Type your average commission on one case and find out.
At $3,000 per completed case, the Mortgage snapshot pays for itself after
1completed case
One-time price $280. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
What the AI receptionist gives you back
The phone stops interrupting the work
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-application to answer how much can I borrow.
Nights and weekends stop being dead time
A rate question at 10 PM the night before an offer gets answered at full attention. That is the window most mortgage brokers lose entirely.
Nobody retypes anything
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
Follow-up happens whether you remember or not
The sequences run on their own. Most borrowers that go cold do so because nobody followed up a third time.
5 stages
Loan pipeline from enquiry through to clear-to-close
8 calculators
Conventional, FHA, VA, USDA, jumbo, refinance and affordability tools available
Automatic
Document chasing until every outstanding condition is received
Done for you
Done for you, then 20 hours of support
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
15days of customisation
support, included
Talk to us firstsupport, included
- Set the automations up around your own process rather than the default timing
- Rewrite any copy that does not sound like your business
- Apply your branding: logo, colours, sender identity and domain
- Customise the website pages, sections and offers
- Connect your phone number, sending domain, calendar and Stripe
- Walk your team through the build on a call
From checkout to live
No developer, no export files and no waiting on a build queue.
Have us install it- 1
Order and receive the share link
Checkout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
- 2
Load it into your sub-account
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
- 3
Swap the custom values
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
- 4
Connect your channels
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
- 5
Turn the automations on
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Questions before you buy
Something not covered here?Email usand a person will answer.
Does this integrate with my LOS?
Not natively. Encompass, Arive or Byte remain the system of record. This handles acquisition, pre-qualification, document chasing and partner marketing around it.
Is the compliance language safe to publish?
The templates avoid rate promises and APR claims. Add your NMLS number, equal housing statement and any state-specific disclosure through custom values before you publish.
Can I add the calculators to my own website?
Yes. Each calculator is an embeddable funnel page that drops into any site with an iframe and still captures into your CRM.
How does the Mortgage snapshot turn a website visitor into a booked pre-qualification call?
In five steps, all automatic. The prebuilt site captures the borrower on an intake form that asks the purchase price, the deposit and whether they are first-time buyers. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the enquiry, sends the document checklist and offers a call slot. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running New enquiry, Fact find complete, Decision in principle, Application submitted, Completed, with automation attached to each stage.
How does the review system get more five-star reviews?
It asks every borrower automatically as soon as the loan completes, by SMS and email, and via a QR code you can put in the completion email and the welcome pack. The rating they tap decides the path: five stars opens Google, Facebook or Trustpilot with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
What does the AI receptionist do that an answerphone does not?
It answers. A rate question at 10 PM the night before an offer is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
How quickly does the snapshot pay for itself?
That is arithmetic rather than a promise: divide the one-time price by your average commission on one case. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of completed cases is margin.
How is a funnel different from a snapshot?
A funnel product focuses on the acquisition layer: the website, the campaign funnels and the follow-up attached to them. A snapshot is the whole sub-account, including pipelines, calendars, tagging and the full automation library. If you want the complete operating system rather than the front end, choose the snapshot.
Can I edit the pages?
Yes. Everything lands in HighLevel's native funnel builder, so every section, colour and line of copy is editable with no code.
Does it come with the copy written?
Yes. Headlines, body copy, form labels and email sequences are all written for the industry. You swap in your business details and adjust tone.
Will it work on mobile?
Every page is built mobile first and tested at phone, tablet and desktop widths.
Can I connect my own domain?
Yes. Point your domain at the sub-account in HighLevel's domain settings and the funnel serves from it.
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Do not have GoHighLevel yet?
Start your GoHighLevel account through our link and we will take 15% off any snapshot you buy. Email us the account you signed up with and we apply it to your order.
We earn a commission if you sign up through that link, at no extra cost to you.Full disclosure.
Mortgage Funnel
Funnel