Showroom and Flagship include several

Mortgage lead funnels for every loan program.

A funnel is a focused path for one kind of borrower: an FHA first-timer from an Instagram post, a refinance shopper from a Google ad. One page, one question set, one next step.

Infographic: How a loan funnel works. 1: Ad or post. 2: Program page. 3: Short quiz. 4: Instant follow-up. 5: Booked call. With Trove the bowerbird mascot.

Definition

What is a mortgage lead funnel?

A mortgage lead funnel is a focused landing page plus a short quiz for one loan program or audience. It removes navigation and distractions, asks three to six easy questions, and ends with an instant follow-up and a booked call.

One program, one page

No menus, no detours: just the reasons, the proof and the quiz.

Short quizzes

Three to six tap-to-answer questions qualify without feeling like paperwork.

Instant follow-up

The CRM texts and emails within seconds, with consent.

Ad-ready tracking

UTM and click IDs travel with every lead, so you know which ad paid off.

Where funnel visitors go

An example FHA funnel, 1,000 ad clicksIllustrative example
Ad clicks: 1,000Landing page views: 920Started the quiz: 310Finished the quiz: 140Booked a call: 38

Source: Illustrative example, not a client result or benchmark

Show the data table
An example FHA funnel, 1,000 ad clicks
StageCountOf first stage
Ad clicks1,000100%
Landing page views92092%
Started the quiz31031%
Finished the quiz14014%
Booked a call384%

Quiz preview (demo)

What are you hoping to do?

Buy my first homeMove upRefinanceNot sure yet

When would you like to move?

0–3 months3–6 months6+ months

Three to six questions like these, then contact details with consent.

Set-up

How lead funnels get set up

  1. 01

    Pick programs

    Which borrowers do you want more of?

  2. 02

    We build

    Landing page, quiz, thank-you page.

  3. 03

    Connect follow-up

    Texts and emails in your voice.

  4. 04

    Launch and watch

    Source tracking in the CRM.

What you get

  • Funnels for FHA, VA, refinance, DSCR, reverse and more
  • Mobile-first and fast
  • Consent wording on every form
  • UTM, gclid and fbclid captured

What it does not do

  • We do not run your ads (ads management is not included)
  • Results depend on traffic and offer
  • Ad platform approvals are your account's responsibility

Help desk

Lead funnels: questions and answers

01What is the difference between a website and a funnel?

A website helps visitors explore; a funnel helps one type of visitor take one action. Most loan officers need both: the site for referrals and research, funnels for ads and social posts.

02How many funnels do I get?

Shelf includes one, Showroom four and Flagship eight. Extra funnels are a monthly add-on.

03Do you run the ads too?

No. We build ad-ready funnels with tracking, and many clients run ads themselves or with an agency.

04How fast does follow-up happen?

The CRM sends the first text and email within moments of a submission, provided the lead gave consent. Speed matters, so it is automatic.

05Are funnel leads exclusive to me?

Yes. Leads from your funnels go only to you. We never resell or share them.

06Can funnels work with Facebook and Google ads?

Yes. They capture UTM parameters and click IDs (gclid, fbclid, msclkid) so you can see which campaign produced each lead.

07What does a funnel quiz ask?

Simple things: what you want to do, rough price range, timeline, whether you have a realtor, and how to reach you.

08Can I see a funnel?

The sample sites show program pages and application flows; on your onboarding call we walk through a funnel built for your programs.

Lead funnels, done for you.

Pick a design and plan; lead funnels come set up and branded on launch day.

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