For Mortgage Agents

Your clients are calculating.
Are you capturing them?

Turn calculator traffic into branded leads, AI reports, and booked conversations.

A stressed real estate scene: clients calculating mortgage numbers by hand while an overwhelmed agent's brain overheats, next to a laptop showing a branded mortgage calculator capturing new leads

Lead capture

Every visitor who calculates leaves their name and email — automatically.

AI report

A personalized report lands in their inbox before you ever pick up the phone.

Follow-up context

You see exactly what they calculated, so the first call is never a cold one.

How it works

1

Client calculates

2

Report sent

3

Lead captured

4

Agent follows up

What's in your system

Calculator + AI report + lead capture + automation. Everything built and configured for you.

Mortgage calculator

Home price, down payment, term, rate — results update live. Clients see monthly payment, total interest, amortization chart.

AI-generated report

Client enters their email → receives a personalized 3-paragraph analysis instantly. Plain English. Their exact numbers.

Private portal

Every lead with their inputs — home price, rate, term. You see exactly what they were calculating when they reached out.

Branded confirmation email

Client receives a professional email with their numbers and your call-to-action. Arrives in seconds.

Instant notification to you

Lead comes in — you get alerted immediately with name, email, and what they calculated.

Rate comparison built in

Shows client exactly how much they save with a 0.5% rate difference — monthly and over the lifetime. Makes your expertise tangible.

Your branded link

Share one URL — on Instagram, WhatsApp, your website, business card QR. Every visitor is a potential lead.

Make.com automation

Lead routing, follow-up sequences, CRM updates. Runs automatically.

Where you share your calculator link

Instagram / TikTok bio link
WhatsApp broadcast or status
QR code on your business card
QR code on open house flyers
Email signature
After a cold call — "try my calculator"
Embedded on your personal website
Shared in homebuyer Facebook groups

Grow your system over time

Start with the core calculator. Add precision tools and automation as you scale.

Document upload (Precision Mode)

Add-on

Client uploads their mortgage statement → system reads it, pre-fills the calculator with their real numbers. Report is based on actual data.

White-label per agent

Add-on

Your own branded URL (youragency.com/calculator). Every calculation is attributed to you, not a generic tool.

Social media content generator

Add-on

Weekly AI-generated posts — rate updates, calculator tips, market context — all branded to you.

Email follow-up sequence

Add-on

7-touch automated sequence over 45 days. Warm leads who calculated but didn't book.

See it in action before you decide.

Leave your details — we'll reach out within 24 hours and demo the live calculator for you.

Get in touch

Tell us a bit about your business. We'll follow up within 24 hours.

We respond within 24 hours. No spam, no pressure.