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For mortgage brokers

Lead funnels for mortgage brokers and loan officers

Mortgage funnels sort buyers from refinancers and ready from curious with a few quick questions: purchase or refinance, price range, timeline and a rough credit band. Then the visitor leaves contact details for a call.

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  • Free plan, for good
  • No card required
  • Unlimited leads

Your home is worth more than the internet says.

Alder & Grove Realty

For homeowners thinking about selling

Your home is worth more than the internet says.

A free valuation from a local agent who has walked your street, not an algorithm.

Free · No obligation to sell · Agent checked

$467k
sold, vs $410k online
9 days
on the market
What to ask

The questions that sort your leads

One question per screen, answered with a tap. Each one earns its place.

  1. 1

    Buying or refinancing

    The first fork in the conversation.

  2. 2

    The price range

    Sets the loan size.

  3. 3

    When

    Under contract, this year, just looking.

  4. 4

    Rough credit band

    Plain bands, never a score lookup.

From ad to lead

  1. 01

    Ad

    "See what you could afford" on Meta, or a Google search ad.

  2. 02

    Quiz

    Four quick taps.

  3. 03

    Next step

    What happens on the call.

  4. 04

    Contact

    Name, phone and email.

Templates to start from

Built for paid ads

  • Leads tied to the ad

    Every lead arrives with the ad that sent it, and the report shows where people stop.

  • Your own AI can build it

    Connect Claude, ChatGPT or Codex and ask it to change the template for your business. On every plan.

  • Free to start

    One live funnel on an Unfunnel link, unlimited leads, no card.

Questions

Are there rules for mortgage ads on Meta?

Yes. Meta treats credit and housing ads as special ad categories, which limit audience targeting. The funnel itself works the same.

Can I ask for a credit score?

Ask for a rough band at most. Never ask for a Social Security number in a funnel.

Can my team share leads?

Yes. Growth adds roles for your team.

Also see funnels for med spas, home services, real estate agents, coaches and course creators, b2b and saas, recruiting, ecommerce, agencies, dentists, chiropractors, law firms, insurance agents, solar installers, gyms and fitness and financial advisors.

Your next funnel is a template away.

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