Mortgage lead funnel template
A mortgage lead funnel sorts buyers from refinancers and ready from curious with a few taps, then books a call with the loan officer. Visitors who are not ready yet get a credit plan instead of a dead end.
- Free plan, for good
- No card required
- Unlimited leads
Keyway Home LoansSee what you could afford before you fall for a house.
Four taps about your plans, price range, timeline and rough credit. Then a free 15 minute call with a loan officer who shows you the real numbers. No credit check to start.
Free · No credit check · No obligation
Loans we close every week
First-time buyer loans
Smaller down payment programs and help with closing costs.
VA loans
For veterans and active service members.
Conventional loans
For buyers with steady income and some savings.
Refinancing
Lower your payment or take cash out.
Free · No credit check
“Most people find out what they can afford after they've fallen for a house. Do it the other way round.”
Daniela had us pre-approved in a day, and our offer beat two others because of that letter.
Refinanced and took cash out for the kitchen. She explained every fee before I signed anything.
Your free 15 minute call
Your price range
What you could borrow, from your answers.
Your best loan type
First-time buyer, VA, conventional or a refinance.
Your next step
A pre-approval letter, or a plan to get there.
Free · No credit check
The questions, one per screen
Ready borrowers leave their details and book a 15 minute call on your calendar. Low credit bands get a free credit plan by email.
- 1
What are you planning?
- Buy a home
- Refinance
- 2
What price range are you shopping in?
- Under $350k
- $350k to $500k
- $500k to $750k
- Over $750k
- 3
What should the refinance do for you?
- Lower my monthly payment
- Take cash out
- Pay it off sooner
- Drop mortgage insurance
- 4
When do you want to move forward?
- I'm under contract
- In the next 3 months
- Later this year
- Just looking
- 5
Roughly, how is your credit?
- Excellent
- Good
- Fair
- Rebuilding
- Not sure
Why it is built this way
- 01
Two paths from the first tap
Buyers are asked their price range and refinancers what the refinance should do, so nobody answers a question that is not theirs.
- 02
Credit as a rough band
Plain bands, never a score lookup, and nothing is checked on the page.
- 03
Not ready is not a dead end
Low scores get a credit plan, and that form sends no Lead event to your ads.
Made for mortgage brokers.
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. Keep rates and payments off the page unless your compliance team has checked them.
Where does my NMLS number go?
In the small print that shows on every end page. Replace the sample number before you publish.
Which calendars work?
GoHighLevel, Calendly or Cal.com, on every plan. Name and email pass into the calendar.
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