#1 Financial Pre-Qualification Funnel System For
FunnelFi pre-qualifies every applicant in real time — credit, income, and loan program match, so your team only talks to people who are qualified for your product.
Single-purpose software built to convert, qualify and close.
Not a generic CRM with a credit add-on. FunnelFi is built end to end for funding, mortgage and high-ticket sales teams.
Mortgage / Loan Officers / Brokers
Know credit tier, capacity and program fit before you order a tri-merge or burn an hour on a file that will never close.
- Soft-pull credit tiering
- Purchase, refi & HELOC matching
- LOS/CRM handoff
SMB Lenders / ISOs / Brokers
Every application scored for fundability — credit, bank statements, revenue signals — before it hits an underwriter or a dialer.
- Bank statement analysis
- MCA, SBA, term & LOC matching
- White-label buyer portal
Agencies & High-Ticket Sales
Sell qualified files, not form fills. Prove purchasing power on every lead and feed the pixel with buyers instead of tire-kickers.
- Qualified-only lead delivery
- Meta CAPI feedback loop
- Per-client sites & routing
1.8s
Avg. qualification time
2.4x
Higher close rate
-61%
Wasted dials
95%
Qual. match rate
Bring your own funnel. Or launch one of ours.
No rebuild, no redirect, no IT project. Plug FunnelFi into the pages and forms you already run — or start with a proven, fully customizable template.
Your funnel, with credit intelligence layered in
Keep your landing pages, ads, forms and CRM exactly as they are. FunnelFi sits behind the scenes — soft-pull credit, capacity checks, program matching and routing — without changing the experience your team already built.
- One-line embed on any page or form builder
- Works with your existing CRM, calendar and ad accounts
- Applicants never leave your brand or domain
Our funnel, proven to convert out of the box
Launch a branded, mobile-optimized funding site with every best practice already built in — progress steps, trust badges, verification and pre-qualification screens. Customize the look, logic and offers without touching code.
- Pre-built, conversion-tested funding site templates
- Customize colors, fields, programs and routing rules
- Live in minutes, not weeks
Three steps between you and a fundable pipeline.
From form submit to sales-ready file in under three seconds.
Step 01 · ~5 min setup
Connect
Wire FunnelFi into any form, funnel, CRM or calendar you already run. Most teams are live the same day.
Step 02 · < 3 seconds
Screen
Every applicant gets a soft-pull credit read, capacity check, document analysis and program match in real time.
Step 03 · Automatic
Route
Qualified files go to closers. DNQs route to nurture or a matched alternative offer — nothing gets wasted.
Every loan type, every program, matched in real time.
One soft pull returns credit tier, capacity, risk flags and the exact products the applicant is most likely to be approved for.
SBA & term loans
Up to $500k
Merchant cash advance
Revenue-based
Business lines of credit
Revolving
Mortgage · purchase & refi
Conv, FHA, VA
HELOC & home equity
Equity tap
Equipment & auto finance
Asset backed
Buy Now, Pay Later
Instant approval
Personal & consumer loans
Ticket 2k–100k
Soft-pull credit intelligence
Soft pull
See the credit file before the first call
Full tradeline detail, utilization, derogatories and score band — no SSN, no score impact.
Matched offers & programs
Offers ready
Open the call with an offer, not a question
Each file returns approved products and amounts, so reps know exactly what to pitch.
Bank statement & fundability scoring
Auto-scored
Statements read and scored automatically
Revenue, average balance, NSFs and a fundability score returned without manual review.
Buy Now, Pay Later & consumer financing
Approval band
Know what they can afford before the call
For high-ticket offers: monthly payment capacity and approval range up front.
Everything from first click to funded deal.
SiteIQ
A funding site that's live before your first ad dollar
Launch a branded funnel, application and thank-you flow with AI in minutes — mobile-optimized and built to qualify.
- AI-generated funding sites and landing pages
- Drag-and-drop visual editor, your brand and domain
- Mobile-first pages that load and convert
FormIQ
An application that filters for you, question by question
Custom qualification questions, phone verification and instant decisions — so junk never enters your pipeline.
- Custom pre-qualification questions per vertical
- Phone and identity validation built in
- Instant approval or alternate-offer screen
Pre-qualification insights
Instant pre-qualification with credit, income and risk insights
Every lead arrives scored with credit tier, household income, alerts and a clear picture of what they qualify for — before anyone picks up the phone.
- Credit score, tradelines and alerts at a glance
- Household income and capacity checks built in
- Approval-range and next-best-offer guidance
LenderIQ portal
A white-labeled portal your buyers actually log into
Deliver qualified files under your brand. Buyers review, accept and track without a single email attachment.
- Your logo, your domain, your pricing
- Per-buyer access and delivery rules
- Accept / decline tracked automatically
Calendar IQ
Only qualified applicants reach your calendar
Qualification happens before booking, so every meeting on your team's calendar is a real opportunity.
- Book straight from the approval screen
- Route by tier, program or territory
- Confirmation pages that carry the file with them
Smarter ads
Your ads get smarter with every single lead.
Every qualified lead feeds back into your campaigns — so targeting, creative and spend tighten automatically.
- Audience suppression based on real qualification outcomes
- Lookalike seeding from approved buyers, not just clicks
- Creative signals tied to credit, income and intent data
Meta Ads
Traffic in
Engine
Qualifies every lead
Qualified Lead
Verified · matched
FunnelFi works with any tech stack.
One-line install on any funnel, CRM, form builder or ad platform. Leads pour in from wherever you run traffic — and come out verified, credit-checked, program-matched and routed.
HubSpotWebflow
WordPressZapier
MailchimpHubSpotWebflowWordPressZapierMailchimpHubSpotWebflowWordPressZapierMailchimp
CalendlyCalendlyCalendly
Meta Ads
Google AdsMeta AdsGoogle AdsMeta AdsGoogle Ads
Slack
Twilio
Shopify
Notion
AirtableSlackTwilioShopifyNotionAirtableSlackTwilioShopifyNotionAirtableMobile-optimized funding sites that convert on the spot.
Every funnel ships as a fast, branded mobile experience — from the first question to the pre-qualified celebration screen.
Qualify from any device
Thumb-friendly applications with progress steps, trust badges and funding-goal pickers — no pinch, no zoom, no drop-off.
Learn more
Verified before they submit
One-tap SMS code validation is baked into the flow, so fake numbers and junk leads never reach your pipeline.
Learn more
Instant pre-qualification
Applicants see their approved amount, next steps and a secure document upload — while the win is still warm.
Learn moreYour ads get smarter with every single lead.
Connect your Meta pixel once. Every qualification decision flows back through the Conversions API — server-side, no extra tracking code.
-38%
Cost per qualified lead
+2.4x
ROAS improvement
24/7
Hands-off pixel training
One connection. Every click, every decision, every dollar of spend gets smarter.
Meta Ads
Engine
Qualified Lead
Better leads
Higher-intent buyers
Lower CPA
Spend on qualified only
Stop talking to people who can't buy. Start closing the ones who can.
Funding desks, mortgage branches and lead sellers running FunnelFi every day.
“We went from chasing everyone to closing the 30% who could actually qualify. Same ad spend, more than double the funded volume.”
2.4x
close rate
-61%
wasted dials
1.8s
to qualify
4.9/5
Rated by 240+ lending, mortgage and lead-gen teams qualifying with FunnelFi.
“Our reps stopped guessing. Every call starts with a real credit picture.”
“We price leads higher now because buyers can see the file is fundable.”
“Cut our tri-merge spend dramatically. We only pull when it's worth pulling.”
“Booked calls doubled in quality within the first week.”
“The program matching alone paid for the plan.”
Other tools give you credit scores. FunnelFi gives you credit intelligence.
Same lead form. Completely different intelligence.
Stop Guessing. Start Qualifying.
Every lead arrives pre-qualified — credit, income, and program match verified in real time, before your team ever picks up the phone.