Plugin Development Year: 2022

Mortgage Pre-Qualification Calculator

A sophisticated mortgage pre-qualification tool for a finance broker, allowing prospects to get an instant estimate of their borrowing capacity before scheduling a consultation.

Mortgage Pre-Qualification Calculator: Plugin Development

01 The brief

The finance broker was drowning in unqualified leads and spending too much time on initial consultations with prospects who didn't meet basic criteria.

02 The solution

We created a dynamic qualification calculator that guides users through income, debt, and credit scenarios, then presents a conditional eligibility result with next-step CTAs.

03 Results

  • Fewer unqualified prospects book a consultation, since they can check their eligibility first
  • The broker spends more consultation time with prospects who actually qualify
  • The sales team spends noticeably less time on manual pre-screening