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Plugin Development

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 project screenshot

The Challenge

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

Our Approach

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.

Results

  • Unqualified consultation requests dropped by 55%
  • Qualified lead conversion rate increased by 40%
  • Sales team time savings: ~12 hours/week

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