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.
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
More work
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